I started with TCI Wealth in 2022 and work behind the scenes in the firm to keep the oars rowing in the same direction. As an Administrative Associate in our Tucson office, I help our team of advisors support TCI clients and make it possible for them to deliver an exceptional experience. In my role,...
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My dedication to help others has always been a leading focus and continues as a Relationship Associate at TCI Wealth Advisors. Although I am new to the financial planning industry, I’m not new to helping others. Prior to TCI, I had the privilege to teach and counsel young people. I loved assisting...
Using my experience in the financial industry and desire to build relationships, I enjoy helping those around me along their path to financial freedom at TCI Wealth Advisors. Bringing balance and structure to your finances are important, however, I believe that education and communication are crucia...
I often get asked, “How does a philosophy major end up in the financial industry?” For me it was an easy transition. I’ve always enjoyed making connections with others and simplifying things to find out what’s important. As an Operations Associate at TCI Wealth Advisors, I use my philosophy ...
As a relationship associate, I am responsible for many daily duties that directly enhance our clients’ investment experience. I pride myself on being resourceful and providing personalized service to our clients. Although I am originally from California, I’ve called Tucson home for mos...
I am a numbers person. As an internal accountant at TCI, I enjoy it all: analyzing numbers, completing reconciliations… you name it. While I may not interact directly with our clients, I am proud to be a part of a team that helps others reach their financial goals. I’m a Tucson native and en...
Build a trusting relationship, gather and assess data, develop a plan, implement the plan, modify as needed – These are the steps to achieving financial goals and not so oddly enough, also the steps to the therapeutic relationship. The intersection of human behavior, emotion and finance is whe...
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