Addison Adelberg, CFP®
Advisor
Advisor
Vanessa Burke Lee, MBA, CPA, CFP®, CFT™
Adrian Sandoval
My passion lies in helping people achieve their financial goals and live the life they envision while making complex financial topics easy to understand. The relationships I build with clients are the reason I love what I do. As an advisor at TCI Wealth Advisors, I help individuals and couples create clear, tax-efficient strategies that allow them to minimize their tax burden not just this year, but over the course of their lifetime.
Whether it’s structuring a retirement income plan, optimizing tax strategies or simplifying complex financial concepts, I take pride in making the process understandable and tailored to each client’s needs. My goal is for each of my clients to walk away from every conversation with clarity, confidence and a roadmap to financial freedom.
After earning my Finance degree from the University of Arizona’s Eller College of Management, I joined TCI and have continued to grow within the firm, developing my expertise in financial planning and tax strategies. Earning my CFP® designation further reinforced my commitment to helping clients navigate their financial futures with confidence.
Outside of work, I love to travel and have explored over 30 countries with my wife, Rachel. We got married in 2019 and now call Phoenix home along with our two dogs, Luna and Lily. When I’m not working with clients or planning our next adventure, you’ll find me on the basketball or pickleball court and spending time with family and friends.
Start investing as early as possible, even if it’s a small amount. The power of compound interest and time in the market is one of the most valuable tools for building long-term wealth. The earlier you start, the more your money works for you, making a significant impact over time. As Albert Einstein famously said, “Compound interest is the eighth wonder of the world. He who understands it, earns it… he who doesn’t… pays it.”
I grew up in Tucson and attended the University of Arizona, but I’ve come to love calling Phoenix home. The city has so much to offer…from great restaurants and entertainment to endless outdoor activities. I love having easy access to Sky Harbor Airport, which makes traveling a breeze, and being close to so many friends and family. The mix of city life and nearby nature makes it a great place to call home.
6929 Greenway Parkway, Suite 150
Scottsdale, Arizona 85254
Phone: (480) 991-0401
addison.adelberg@tciwealth.comEducation
University of Arizona
BA in FinanceAccreditations, Awards & Accolades
● CFP® – Certified Financial Planner®
Addison's Picks
Hobbies & INTEREST
Sports Fan
Traveling
Animal Lover
Home Improvement Projects
Addison Adelberg, CFP®
AdvisorAdrian Sandoval
OperationsAlice DeWitt
OperationsAmy Richardson, CFP®, CWS®, MBA, CPWA®
Client Service, ShareholderAnaleise Trevillyan
Client ServiceAndrea Frazer, CFP®
Financial Planning AssociateAndrew Riebe
OperationsAnita Denton, FPQP™
Client ServiceArt Tellez
Client Service, ShareholderAshley Boykin
Client ServiceAshley Swift, MBA, FPQP™
Operations, ShareholderAubree Jensen, MBA
Operations, ShareholderBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceBill Moss
Tci EmeritusBrad Hostetler
Financial Planning AssociateBrooke Williams
Client ServiceCarolina Gillis
OperationsCasey O’Donovan
Financial Planning AssociateCharlie Peck
Operations, ShareholderCheri Bustamante
OperationsChristina Slater, MBA, FPQP™
Client ServiceCody Cassidy, CFP®
Advisor, ShareholderConnie Chan
Financial Planning AssociateConnor Sullivan
OperationsCraig Coltharp, FPQP™
Client ServiceDanielle Burgess
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 ServiceErica Goldson
Client ServiceGuy Holman, CFP®
Advisor, ShareholderHank Peck
Tci EmeritusHeather Skay
Client ServiceJack Kilkenny
OperationsJen Nevenhoven
Operations, ShareholderJennifer Means, MBA, CFP®
Advisor, ShareholderJennifer Olson
Client ServiceJerico Maddela, MBA, CFP®, AIF®, CWS®
AdvisorJessica Nelson, PhD, LMFT
Financial Planning AssociateJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Baird
OperationsJosh Cohen
OperationsJosh Rennie, MBA, CFP®, AIF®
AdvisorJuan Sicco, CFA
Financial Planning AssociateJustin 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 ServiceKristofer Lyons, CFP®, CWS®, ChFC®
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
OperationsMarshall Riebe, M.S., FPQP™
Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack, MBA
Client ServiceMelissa Plenge, FPQP™
Client ServiceMeredith Dean, RICP®
Financial Planning AssociateMichael Grosso, CFP®
Advisor, ShareholderMichaela Cosentino
OperationsMickey Abeshaus, MD, CFP®
Advisor, ShareholderMike Sullivan
Tci EmeritusMiranda Soeder, FPQP™
Client ServiceMissy Eddy, MBA
Operations, ShareholderNicole Gaudioso, FPQP™
OperationsRob Rynders, CFP®
Financial Planning AssociateRobert Swift
Tci EmeritusRory Barnes
OperationsRyan Halvorson, CFP®
AdvisorSam 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 ServiceThomas Savage
Financial Planning AssociateTom Logan, CFP®
Financial Planning AssociateToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
AdvisorVanessa Burke Lee, MBA, CPA, CFP®, CFT™
Advisor, Shareholder6929 Greenway Parkway, Suite 150
Scottsdale, Arizona 85254
Phone: (480) 991-0401
addison.adelberg@tciwealth.com