Analeise Trevillyan
Client Service
Client Service
Amy Richardson, CFP®, CWS®, MBA, CPWA®
Andrea Frazer, CFP®
Caring for others has always been a core part of who I am, which naturally led me to a career focused on helping people find clarity and comfort. My experience in insurance and banking taught me the value of honesty, hard work, and creating positive, client-centered experiences. Building trust through consistency is essential to me, which is why joining TCI feels like coming home. As a Client Coordinator, I’m excited to support both our clients and our team with the same integrity, kindness, and dedication that TCI embodies.
Originally from Tucson, I’m grateful to now call Flagstaff home. Living among the mountains is a dream, and I love exploring Arizona’s natural beauty. From the low desert saguaros to the high desert peaks, my dog and adventure buddy is always by my side, ready for the next outing. Outside of work, you can usually find me hiking, dancing, or enjoying live music. Just like my adventures outside the office, I’m excited to approach every interaction with curiosity, enthusiasm, and attention to detail.
I love the close-knit feel of Flagstaff! It is fun to see the community come together through year-round events that welcome everyone and bring families closer. Beyond its natural beauty, Flagstaff has a rich history that’s fascinating to explore. It’s truly a small town with a big personality!
150 West Dale, Suite 1
Flagstaff, AZ 86001
Phone: (928) 226-0868
analeise.trevillyan@tciwealth.comAnaleise's Picks
Hobbies & INTEREST
Hiking
Traveling
Foodie
Animal Lover
Music
Aaron Seese
OperationsAddison Adelberg, CFP®
AdvisorAdrian Sandoval
OperationsAlice DeWitt
Operations, ManagementAmy Richardson, CFP®, CWS®, MBA, CPWA®
Shareholder, ManagementAnaleise Trevillyan
Client ServiceAndrea Frazer, CFP®
Financial Planning AssociateAndrew Riebe
Client ServiceAnita 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.
OperationsCharlie 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
Advisor, ShareholderEden Bailey, FPQP™
Client ServiceGuy Holman, CFP®
Advisor, ShareholderHank Peck
Tci EmeritusHayley Malone, CPA
Financial Planning AssociateHeather Skay
Client ServiceJack 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 Rennie, MBA, CFP®, AIF®
AdvisorJuan Sicco, CFA
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
OperationsMarshall 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®
AdvisorRobert Swift
Tci EmeritusRory Barnes
OperationsRyan Halvorson, CFP®
AdvisorSam Gomez
Client ServiceSam Swift, CFA, CFP®, AIF®
Advisor, Shareholder, ManagementSarah Oxford, FPQP™
Client ServiceScott Bennett, CFP®
Advisor, ShareholderScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderShane Abeshaus
OperationsShawn Williams
Client ServiceSimone 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, Shareholder150 West Dale, Suite 1
Flagstaff, AZ 86001
Phone: (928) 226-0868
analeise.trevillyan@tciwealth.com