Amy Richardson, CFP®, CWS®, MBA
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.