Amy Richardson, CFP®, CWS®, MBA portrait

Amy Richardson, CFP®, CWS®, MBA

Client Service

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. 

freetime

What do you like to do in your free time?

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.

organizations

List any organizations you are involved with outside of TCI. If you serve in leadership roles please include.

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.

Get in touch with Amy Richardson, CFP®, CWS®, MBA

  • Advisors
  • Client Service
  • Operations
  • Retirement Plans
  • Shareholders

Addison Adelberg, CFP®, FPQP™

Financial Planning Associate

Adrian Sandoval

Operations

Alice DeWitt

Operations

Amy Richardson, CFP®, CWS®, MBA

Client Service

Andrea Frazer, CFP®

Financial Planning Associate

Andrew Riebe

Operations

Anita Denton, FPQP™

Client Service

Art Tellez

Client Service, Shareholder

Ashley Swift, MBA, FPQP™

Operations, Shareholder

Aubree Jensen, MBA

Operations, Shareholder

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Bill Moss

Tci Emeritus

Britteny Battle, MBA, FPQP®

Client Service

Carolina Gillis

Client Service

Charlie Peck

Operations, Shareholder

Cheri Bustamante

Operations

Christina Slater, MBA, FPQP™

Client Service

Cody Cassidy, CFP®

Advisor, Shareholder

Connie Chan

Financial Planning Associate

Connor Sullivan

Operations

Craig Coltharp, FPQP™

Client Service

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholder

Debbie Hixson, FPQP™

Client Service, Shareholder

Devon Brown

Financial Planning Associate

Douglas L. Nelson, CPA, PFS

Advisor, Shareholder

Eden Bailey, FPQP™

Client Service

Gladys Rice, CEP®, FPQP®

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Hank Peck

Tci Emeritus

Heather Skay

Client Service

Jack Kilkenny

Operations

Jen Nevenhoven

Operations, Shareholder

Jennifer Means, MBA, CFP®

Advisor, Shareholder

Jennifer Olson

Client Service

Jessica Nelson, PhD, LMFT

Financial Planning Associate

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

Josh Cohen

Operations

Josh Rennie, MBA, CFP®, AIF®

Advisor

Juan Sicco

Operations

Justin Rodriguez, CFP®

Advisor, Shareholder

Justin Thomas, CFP®

Advisor, Shareholder

Kayla Marjanović

Operations

Kelly Cox, FPQP™

Operations

Kelly Weber, FPQP™

Client Service

Ken Riebe

Advisor, Shareholder

Kenzie Trusela

Client Service

Kim Peterson, FPQP™

Client Service

Kristen Zaitz

Client Service

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®, MBA

Advisor, Shareholder

Lily Styrmoe, CFP®, CSRIC™

Advisor, Shareholder

Lisa Reinhardt

Client Service

Lori Booth-Houle

Tci Emeritus

Luis Yanez

Financial Planning Associate

Marshall Riebe, FPQP™

Financial Planning Associate

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Client Service

Michael Grosso, CFP®

Advisor, Shareholder

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan

Tci Emeritus

Miranda Soeder, FPQP™

Client Service

Missy Eddy, MBA

Operations, Shareholder

Morgan Bell, FPQP™

Client Service

Nicole Gaudioso, FPQP™

Operations

Rob Rynders, CFP®

Financial Planning Associate

Robert Swift

Tci Emeritus

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Ryan Halvorson, CFP®

Advisor

Ryan Meredith

Financial Planning Associate

Sam Gomez

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

Sarah Oxford, FPQP™

Client Service

Scott Bennett, CFP®

Advisor, Shareholder

Scott Styrmoe, MBA, CPA, CFP®

Advisor, Shareholder

Shane Abeshaus

Operations

Shawn Williams

Client Service

Simone Gehner, LL.M, IACCP®

Operations, Shareholder

Skylar Robles

Client Service

Stephanie Sutterley, FPQP™

Client Service

Tom Logan

Financial Planning Associate

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Advisor

Vanessa Burke Lee, MBA, CPA, CFP®, CFT-I™

Advisor, Shareholder

Get in touch with Amy Richardson, CFP®, CWS®, MBA