Amy Richardson, CFP®, CWS®, MBA
Client Service
Client Service
Alice DeWitt
Andrea Frazer, CFP®
At the core of my principles lies a fundamental value: an unwavering commitment to continuous self-development, driven by the belief that it enables me to make a more significant and positive impact on others. This principle is embodied in my role as the Director of Advisory Services at TCI Wealth Advisors, where I have the opportunity to help coach and develop our advisor teams.
After graduating from the University of Denver, I began my career with Lehman Brothers in Chicago, IL. That initial experience became a defining moment, shaping my approach to working closely with individuals and families to navigate their investment strategies. Fueling my commitment to a comprehensive approach, I dedicated time to earn my CERTIFIED FINANCIAL PLANNER™ certification, coupled with additional qualifications such as the Certified Wealth Strategist® designation and an MBA. Although I enjoyed the Windy City, Colorado called me home. Most recently, I held a leadership position at Charles Schwab & Co.
Working with others to help them achieve their goals has always been my passion, and I feel privileged to be part of the incredible team here at TCI.
I’m proud to call Colorado my home, having been born and raised in Littleton. In my free time, I cherish moments with my rescue dog, Kenzie, and together we explore the stunning landscapes of Colorado through activities like hiking, camping, skiing and enjoying mountain air… Colorado is just so special! I’m a devoted fan of the Denver Broncos and I also find joy in reading and traveling.
Volunteering to enhance and support my local community and the financial planning industry is very important to me. I am proud to be an active member and past president of the Denver Metro South Rotary Club, as well as a current contributor to the Professional Standards Committee for the Financial Planning Standards Board.
1401 17th Street, Suite 330
Denver, CO 80202
Phone: (303) 296-2196
amy.richardson@tciwealth.comHobbies & INTEREST
Traveling
Hiking
Volunteering
Addison Adelberg, CFP®, FPQP™
Financial Planning AssociateAdrian Sandoval
OperationsAlice DeWitt
OperationsAmy Richardson, CFP®, CWS®, MBA
Client ServiceAndrea Frazer, CFP®
Financial Planning AssociateAndrew Riebe
OperationsAnita Denton, FPQP™
Client ServiceArt Tellez
Client Service, ShareholderAshley Swift, MBA, FPQP™
Operations, ShareholderAubree Jensen, MBA
Operations, ShareholderBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceBill Moss
Tci EmeritusBritteny Battle, MBA, FPQP®
Client ServiceCarolina Gillis
OperationsCharlie Peck
Operations, ShareholderCheri Bustamante
OperationsChristina Slater, MBA, FPQP™
Client ServiceCody Cassidy, CFP®
Advisor, ShareholderConnie Chan
Financial Planning AssociateConnor Sullivan
OperationsCraig Coltharp, FPQP™
Client ServiceDanielle Larcom
OperationsDawnette Sweet, FPQP™, CEP®
Client Service, ShareholderDebbie Hixson, FPQP™
Client Service, ShareholderDevon Brown
Financial Planning AssociateDouglas L. Nelson, CPA, PFS
Advisor, ShareholderEden Bailey, FPQP™
Client ServiceGladys Rice, CEP®, FPQP®
Client ServiceGuy Holman, CFP®
Advisor, ShareholderHank Peck
Tci EmeritusHeather Skay
Client ServiceJack Kilkenny
OperationsJen Nevenhoven
Operations, ShareholderJennifer Means, MBA, CFP®
Advisor, ShareholderJennifer Olson
Client ServiceJessica Nelson, PhD, LMFT
Financial Planning AssociateJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Cohen
OperationsJosh Rennie, MBA, CFP®, AIF®
AdvisorJuan Sicco
OperationsJustin Rodriguez, CFP®
Advisor, ShareholderJustin Thomas, CFP®
Advisor, ShareholderKayla Marjanović
OperationsKelly Cox, FPQP™
OperationsKelly Weber, FPQP™
Client ServiceKen Riebe
Advisor, ShareholderKenzie Trusela
Client ServiceKim Peterson, FPQP™
Client ServiceKristen Zaitz
Client ServiceKyle Larson, CFP®
Advisor, ShareholderLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®, MBA
Advisor, ShareholderLily Styrmoe, CFP®, CSRIC™
Advisor, ShareholderLisa Reinhardt
Client ServiceLori Booth-Houle
Tci EmeritusLuis Yanez
Financial Planning AssociateMarshall Riebe, FPQP™
Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack, MBA
Client ServiceMelissa Plenge, FPQP™
Client ServiceMichael Grosso, CFP®
Advisor, ShareholderMickey Abeshaus, MD, CFP®
Advisor, ShareholderMike Sullivan
Tci EmeritusMiranda Soeder, FPQP™
Client ServiceMissy Eddy, MBA
Operations, ShareholderMorgan Bell, FPQP™
Client ServiceNicole Gaudioso, FPQP™
OperationsRob Rynders, CFP®
Financial Planning AssociateRobert Swift
Tci EmeritusRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceRyan Halvorson, CFP®
AdvisorRyan Meredith
Financial Planning AssociateSam Gomez
Client ServiceSam Swift, CFA, CFP®, AIF®
Advisor, Retirement Plans, ShareholderSarah Oxford, FPQP™
Client ServiceScott Bennett, CFP®
Advisor, ShareholderScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M, IACCP®
Operations, ShareholderSkylar Robles
Client ServiceStephanie Sutterley, FPQP™
Client ServiceTom Logan
Financial Planning AssociateToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
AdvisorVanessa Burke Lee, MBA, CPA, CFP®, CFT-I™
Advisor, Shareholder1401 17th Street, Suite 330
Denver, CO 80202
Phone: (303) 296-2196
amy.richardson@tciwealth.com