Adam Sullivan
Advisor
Advisor
Aaron Seese
Addison Adelberg, CFP®
Financial markets have been part of my life for as long as I can remember. Growing up listening to my father talk about the stock market, I became fascinated by conversations about investing and market trends. During family road trips, I insisted on keeping CNBC on the radio to keep learning what was going on in the markets. That early curiosity grew into a lifelong passion for financial literacy and helping people make confident, informed decisions about their money.
I bring more than 15 years of experience as a portfolio manager, equity analyst, and Director of Financial Market Research to TCI. Through that work, I developed a deep understanding of markets and investing, while learning that long-term financial well-being goes beyond daily headlines and short- term portfolio performance. I believe a strong financial plan should prepare you not just for the good times, but also for life’s unexpected turns. I enjoy working through complex financial situations and helping clients better understand their finances.
At TCI, I bring that perspective to every client relationship, focusing on the entire financial picture rather than just the portfolio. Together with our team of professionals, I strive to make durable, thoughtful plans that support long-term goals and informed decision-making.
What excites me most about being an advisor is using my knowledge of financial markets to help develop durable, comprehensive financial plans. I enjoy working through complex situations, because that’s often where the most thoughtful solutions emerge. Financial markets tell a story, and I’m motivated by understanding that story and using those insights to help clients make informed decisions in their financial lives.
Three things bring me the most happiness and fulfillment: time with my family, being outdoors, and working toward something meaningful. I love spending time with my wife and son and experiencing the world through their curiosity. We particularly love hiking, exploring local parks, and visiting family on both coasts. I also enjoy staying active, golfing, and probably taking way too many pictures.
1401 17th Street, Suite 330
Denver, CO 80202
Phone: (303) 296-2196
adam.sullivan@tciwealth.comHaving a plan can provide structure and perspective when thinking about the future. Starting early is helpful, but it’s never too late to take a thoughtful approach and get more intentional about your financial decisions.
Education
Saint Mary's College of California
BS in Economics and Business AdministrationAccreditations, Awards & Accolades
Hobbies & INTEREST
Photography
Golfing
Hiking
Aaron Seese
OperationsAdam Sullivan
AdvisorAddison Adelberg, CFP®
AdvisorAdrian Sandoval
ManagementAlice DeWitt
ManagementAmy Richardson, CFP®, CWS®, MBA, CPWA®
Shareholder, ManagementAnaleise Trevillyan
Client ServiceAndrea Frazer, CFP®
Financial Planning AssociateAndrew Riebe
Financial Planning AssociateAnita Denton, FPQP™
Client ServiceArt Tellez
Shareholder, ManagementAshley Boykin
Financial Planning AssociateAshley Swift, MBA, FPQP™
Shareholder, ManagementAubree Jensen, MBA
Shareholder, ManagementBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceBill Moss
Tci EmeritusBrad Hostetler
Financial Planning AssociateCarolina Gillis
OperationsCasey O’Donovan, CFP®
AdvisorCatherine Nichols, J.D.
Tci EmeritusCharlie Peck
Shareholder, ManagementCheri Bustamante
OperationsCody Cassidy, CFP®
Advisor, ShareholderConnie Chan
Financial Planning AssociateConnor Conine, MBA
Client ServiceConnor Sullivan
OperationsCraig Coltharp, FPQP™
Client ServiceDanielle Burgess
Client ServiceDanielle Larcom
OperationsDawnette Sweet, FPQP™, CEP®
Client Service, ShareholderDebbie Hixson, FPQP™
Shareholder, ManagementDevon Brown
Client ServiceDouglas L. Nelson, CPA, PFS
Tci EmeritusDylan Gibson
OperationsEden Bailey, FPQP™
Client ServiceGuy Holman, CFP®
Advisor, ShareholderHailey Pakkala
Client ServiceHank Peck
Tci EmeritusHayley Malone, CPA
AdvisorHeather Skay
Client ServiceIsaac Walshaw, CFP®
Financial Planning AssociateJack Kilkenny
OperationsJen Nevenhoven
Shareholder, ManagementJennifer Means, MBA, CFP®
Advisor, ShareholderJennifer Olson
ManagementJerico Maddela, MBA, CFP®, AIF®, CWS®
AdvisorJessica Nelson, PhD, LMFT
ManagementJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Baird
OperationsJosh Fisher
Client ServiceJosh Rennie, MBA, CFP®, AIF®
AdvisorJuan Sicco, CFA, CFP®
Financial Planning AssociateJustin Rodriguez, CFP®
Advisor, ShareholderJustin Thomas, CFP®
Advisor, ShareholderKayla Marjanović
OperationsKelly Cox, FPQP™
OperationsKelly Weber
Client ServiceKen Riebe
Advisor, ShareholderKenzie Trusela
Client ServiceKim Peterson, FPQP™
Client ServiceKristen Zaitz
Client ServiceKristofer Lyons, CFP®, CWS®, ChFC®, CAP®
AdvisorKyle Larson, CFP®
Advisor, ShareholderLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®, MBA
Advisor, ShareholderLily Graves, CFP®, CSRIC™
Advisor, ShareholderLisa Reinhardt
Client ServiceLori Booth-Houle
Tci EmeritusLuis Yanez
Financial Planning AssociateMaggie Puig
OperationsMakayla Maher
Client ServiceMarshall Riebe, M.S., FPQP™
AdvisorMary Hardy-Means, FPQP™
Client ServiceMatt Schmack, MBA
Client ServiceMelissa Plenge, FPQP™
ManagementMichael Grosso, CFP®
Advisor, ShareholderMichael Preis, CFA®
ManagementMichaela Pettijohn
OperationsMickey Abeshaus, MD, CFP®
Advisor, ShareholderMike Sullivan
Tci EmeritusMiranda Soeder, FPQP™
Client ServiceMissy Eddy, MBA
Shareholder, ManagementNicole Gaudioso, FPQP™
OperationsRob Rynders, CFP®, CAP®
AdvisorRobbie Petrillo, QPA™, QKA®
AdvisorRobert Swift
Tci EmeritusRory Barnes
OperationsRyan Halvorson, CFP®
Advisor, Shareholder, ManagementSam Gomez
Client ServiceSam Swift, CFA, CFP®, AIF®
Advisor, Shareholder, ManagementSarah Oxford, FPQP™
Client ServiceSaul Lopez
OperationsScott Bennett, CFP®
Advisor, ShareholderScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderShane Abeshaus
OperationsSimone Gehner, LL.M, IACCP®
Shareholder, ManagementSkylar Robles
Client ServiceStephanie Sutterley, FPQP™
Client ServiceTara Murphy
OperationsThomas Savage
Financial Planning AssociateTom Logan, CFP®
Financial Planning AssociateToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
AdvisorValeria Larreategui
Client ServiceVanessa Burke Lee, MBA, CPA, CFP®, CFT™
Advisor, Shareholder1401 17th Street, Suite 330
Denver, CO 80202
Phone: (303) 296-2196
adam.sullivan@tciwealth.com