Analeise Trevillyan portrait

Analeise Trevillyan

Client Service

From a young age, caring for others has been a defining piece of who I am, guiding me toward a career centered around helping people find resolutions and comfort. My background in insurance and banking taught me many lessons, including how important it is to develop a client-centered approach rooted in honesty, hard work and a genuine desire to create positive experiences for all. Building trust within business relationships through consistency is essential, especially when it comes to protecting what matters most. This is why joining TCI feels like coming home to a place where I can support both our clients and my colleagues. As a Client Coordinator at TCI,  I am excited to be a part of a team that shares values of integrity, kindness and dedication to your well-being.

Originally from Tucson, I’m now lucky to call Flagstaff home. Living among the mountains and trees is a dream come true! I love exploring Arizona’s natural beauty, whether it’s in the low desert with saguaros, the high desert in the mountains or the lovely lakes and creeks in surrounding areas. I’m blessed to have my dog, best friend, and companion along for the ride as well! She loves exploring as much as I do and is always up for an adventure. In my free time outside of work, I enjoy hiking, finding live music to listen to and snowboarding in the winter.

Awards

What are 3 fun facts about yourself? 

  1. I grew up learning how to spin fire.
  2. I’ve been skydiving.
  3. I had the opportunity to train with Olympic medalists when I was running competitively (hurdles and sprint events).
community

What do you love about where you live/your community?

I love the closeness of the Flagstaff town. It’s clear that the people here enjoy building a strong community by offering various types of events year-round that are open to the public, ultimately bringing more people and families together. While it is a beautiful place to live, the value of Flagstaff goes deeper, as there is also a lot of history here that’s fun to learn about. It’s a small town with a big personality!  

Get in touch with Analeise Trevillyan

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

Aaron Seese

Operations

Addison Adelberg, CFP®

Advisor

Adrian Sandoval

Operations

Alice DeWitt

Operations, Management

Amy Richardson, CFP®, CWS®, MBA, CPWA®

Shareholder, Management

Analeise Trevillyan

Client Service

Andrea Frazer, CFP®

Financial Planning Associate

Andrew Riebe

Client Service

Anita Denton, FPQP™

Client Service

Art Tellez

Shareholder, Management

Ashley Boykin

Financial Planning Associate

Ashley Swift, MBA, FPQP™

Shareholder, Management

Aubree Jensen, MBA

Shareholder, Management

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Bill Moss

Tci Emeritus

Brad Hostetler

Financial Planning Associate

Carolina Gillis

Operations

Casey O’Donovan

Financial Planning Associate

Catherine Nichols, J.D.

Operations

Charlie Peck

Shareholder, Management

Cheri Bustamante

Operations

Cody Cassidy, CFP®

Advisor, Shareholder

Connie Chan

Financial Planning Associate

Connor Conine, MBA

Client Service

Connor Sullivan

Operations

Craig Coltharp, FPQP™

Client Service

Danielle Burgess

Client Service

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholder

Debbie Hixson, FPQP™

Shareholder, Management

Devon Brown

Financial Planning Associate

Douglas L. Nelson, CPA, PFS

Advisor, Shareholder

Eden Bailey, FPQP™

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Hank Peck

Tci Emeritus

Hayley Malone, CPA

Financial Planning Associate

Heather Skay

Client Service

Jack Kilkenny

Operations

Jen Nevenhoven

Shareholder, Management

Jennifer Means, MBA, CFP®

Advisor, Shareholder

Jennifer Olson

Management

Jerico Maddela, MBA, CFP®, AIF®, CWS®

Advisor

Jessica Nelson, PhD, LMFT

Management

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

Josh Baird

Operations

Josh Rennie, MBA, CFP®, AIF®

Advisor

Juan Sicco, CFA

Financial Planning Associate

Justin Rodriguez, CFP®

Advisor, Shareholder

Justin Thomas, CFP®

Advisor, Shareholder

Kayla Marjanović

Operations

Kelly Cox, FPQP™

Operations

Kelly Weber

Client Service

Ken Riebe

Advisor, Shareholder

Kenzie Trusela

Client Service

Kim Peterson, FPQP™

Client Service

Kristen Zaitz

Client Service

Kristofer Lyons, CFP®, CWS®, ChFC®, CAP®

Advisor

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®, MBA

Advisor, Shareholder

Lily Graves, CFP®, CSRIC™

Advisor, Shareholder

Lisa Reinhardt

Client Service

Lori Booth-Houle

Tci Emeritus

Luis Yanez

Financial Planning Associate

Maggie Puig

Operations

Marshall Riebe, M.S., FPQP™

Financial Planning Associate

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Management

Meredith Dean, RICP®

Financial Planning Associate

Michael Grosso, CFP®

Advisor, Shareholder

Michael Preis, CFA®

Management

Michaela Pettijohn

Operations

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan

Tci Emeritus

Miranda Soeder, FPQP™

Client Service

Missy Eddy, MBA

Shareholder, Management

Nicole Gaudioso, FPQP™

Operations

Rob Rynders, CFP®, CAP®

Advisor

Robert Swift

Tci Emeritus

Rory Barnes

Operations

Ryan Halvorson, CFP®

Advisor

Sam Gomez

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisor, Shareholder, Management

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®

Shareholder, Management

Skylar Robles

Client Service

Stephanie Sutterley, FPQP™

Client Service

Tara Murphy

Operations

Thomas Savage

Financial Planning Associate

Tom Logan, CFP®

Financial Planning Associate

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Advisor

Valeria Larreategui

Client Service

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

Advisor, Shareholder

Get in touch with Analeise Trevillyan