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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I am an eclectic thinker, knowledge seeker and self-proclaimed techy nerd. I thrive on helping people do their best work by providing reliable and dependable support. As a Technology Support Specialist at TCI, I get to use my problem-solving skills to hunt down, analyze and solve issues in an enviro...
I absolutely love connecting and building strong relationships with others. It’s the favorite part of my job! As a self-proclaimed problem solver, I enjoy talking with others, bringing ease to difficult situations and helping people achieve their goals. I’m excited to be a Relationship Associa...
From lending, to banking to wealth management, I have worked in the financial industry for more than 15 years. Here at TCI, I am on the operations side, but it still brings me joy to know I am working for a company that is committed to helping their clients and staff balance wealth and well-being. [...
Josh Cohen, is a Marketing Specialist at TCI Wealth Advisors in our Tucson office. Josh works with all of TCI’s offices to deliver client communications. He graduated from the University of Arizona in 2009 with a Bachelor of Arts in Sociology. Josh enjoys spending time with his wife, Sarah, their ...
Ben Kappler is a Trader in our Tucson Office. Ben’s passion for finance began during college when he began investing on his own. After discovering he enjoyed monitoring his investments and making trades, he decided to pursue a master’s degree in finance. Ben received his Bachelor of Scienc...
Danielle is a Senior Marketing Specialist at TCI in our Tucson office. Danielle was born and raised in Pittsburgh, Pennsylvania. She attended Western Reserve Academy in Hudson, Ohio and is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. After graduation, she...
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