Roxanne L. Fickett, CTFA, AEP®, AAMS®
Client Service
Rory Barnes
NEXTSam Swift, CFA, CFP®, AIF®
Roxanne Fickett is a Relationship Associate at TCI Wealth Advisors. Roxanne earned her Bachelor of Science degree in Business Administration, specializing in Management at the University of Phoenix. She also attended Cannon Trust School and ABA Graduate Trust School. Her background in trust administration ensures that TCI clients, regardless of net worth, have an appropriate estate plan in place to accomplish their wealth transfer goals.
Roxanne volunteers with the Southern Arizona Estate Planning Council (Past President) and the TMC Planned Giving Council.
In her free time, Roxanne enjoys having fun with her grandkids and family, RV travel, camping, and boating. Her family includes her husband, Don, children Brandon and daughter-in-Law Jennifer and Celina and son-in-Law Luke. She also has four grandchildren Corbin, Colter, Kinsey and Colby and a chihuahua mix named Toto.
- Advisors
- Client Service
- Operations
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- Shareholders
Adam Hicks
Financial Planning AssociateAddison Adelberg, FPQP™
Client ServiceAlice DeWitt
OperationsAnita Denton, FPQP™
Client ServiceArt Tellez
Operations, ShareholdersAshley Swift, MBA, FPQP™
Client Service, ShareholdersAubree Jensen
Operations, ShareholdersBentley Sanes
OperationsBethany Hustin
Client ServiceCatherine Nichols, J.D.
Operations, ShareholdersCharlie Peck
OperationsChristina Slater, FPQP™
Client ServiceCody Cassidy, CFP®
Financial Planning AssociateCraig Coltharp
Client ServiceDana Sandoval, CFP®
AdvisorsDanielle Larcom
OperationsDavid Niichel, CFP®
Advisors, ShareholdersDawnette Sweet, FPQP™
Client Service, ShareholdersDebbie Hixson, FPQP™
Client ServiceDoug Nelson, CPA, PFS
Advisors, ShareholdersGina Klement
Client ServiceGladys Rice, FPQP™
Client ServiceGuy Holman, CFP®
Advisors, ShareholdersHank Peck, CFP®, AEP®, CPFA
Retirement PlansJen Nevenhoven
OperationsJennifer Botz
Client ServiceJennifer Means, CFP®, FPQP™
AdvisorsJoan Padar
Client ServiceJohn Stephens, MD, CFA, CFP®
Advisors, ShareholdersJosh Rennie, CFP®
AdvisorsJustin Rodriguez, CFP®
AdvisorsJustin Thomas, CFP®
Advisors, ShareholdersKelly Cox
OperationsKen Riebe
Advisors, ShareholdersKim Peterson, FPQP™
Client ServiceKyle Larson, CFP®
AdvisorsLauren Janky, FPQP™
Client ServiceLauren Williams
Financial Planning AssociateLea Brown, FPQP™
Client ServiceLily Styrmoe
Financial Planning AssociateLiz Claridge, FPQP™
OperationsLori Booth-Houle, CPA, CFP®
Advisors, ShareholdersMarc Campbell, CFP®
Advisors, ShareholdersMarshall Riebe, FPQP™
Financial Planning AssociateMary Hardy, FPQP™
Client ServiceMatt Schmack
Client ServiceMelissa Klemp, FPQP™
Client ServiceMichael Grosso, CFP®
Advisors, ShareholdersMickey Abeshaus, MD, CFP®
Advisors, ShareholdersMike Sullivan, CFA
Advisors, ShareholdersMissy Eddy
Operations, ShareholdersNicole Gaudioso, FPQP™
Client ServiceRachel McCullough
Financial Planning AssociateRobert Swift
Advisors, ShareholdersRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceSam Swift, CFA, CFP®, AIF®
Advisors, Retirement Plans, ShareholdersSarah Oxford
Client ServiceScott Styrmoe, CPA, CFP®
Advisors, ShareholdersShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M
OperationsStephanie Sutterley, FPQP™
Client ServiceSteve Glassberg
OperationsTammy Morgan, FPQP™
Client Service, ShareholdersToni Bilesimo
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane
Financial Planning AssociateValerie Farris, FPQP™
Client Service, Retirement PlansVanessa Lee, CPA, CFP®
Advisors