Bentley Sanes
Operations
Operations
Ava Clare Cassidy
NEXTBill Moss, CPA/PFS
Bentley joined TCI in 2017 and runs a tight schedule but can typically be found doing rounds on Thursdays. He enjoys long walks, basking in the sun and eating people food!
Adam Hicks
Client ServiceAddison Adelberg
Client ServiceAlice DeWitt
OperationsAnita Denton, FPQP™
Client ServiceArt Tellez
Operations, ShareholdersAshley Swift, MBA, FPQP™
Client ServiceAubree Jensen
OperationsAva Clare Cassidy
OperationsBentley Sanes
OperationsBill Moss, CPA/PFS
Advisors, ShareholdersCatherine Nichols, J.D.
Operations, ShareholdersChad Lawyer
Client ServiceCharlie Peck
OperationsChristina Slater, FPQP™
Client ServiceCody Cassidy
Client ServiceCraig Coltharp
Client ServiceDana Sandoval, CFP®
AdvisorsDavid Niichel, CFP®
Advisors, ShareholdersDawnette Sweet, FPQP™
Client ServiceDebbie Hixson, FPQP™
Client ServiceDebra Painter
Client ServiceDoug Nelson, CPA, PFS
Advisors, ShareholdersGina Klement
Client ServiceGladys Rice, FPQP™
Client ServiceGuy Holman, CFP®
Advisors, ShareholdersHank Peck, CFP®, AEP®, CPFA
Retirement PlansJanelle Chugg, FPQP™
OperationsJen Nevenhoven
OperationsJennifer Botz
Client ServiceJennifer Means, CFP®, FPQP™
AdvisorsJoan Padar
Client ServiceJohn Stephens, MD, CFA, CFP®
Advisors, ShareholdersJosh Rennie
Client ServiceJustin Rodriguez, CFP®
Client ServiceJustin Thomas, CFP®
Advisors, ShareholdersKelly Cox
OperationsKen Riebe
Advisors, ShareholdersKim Peterson, FPQP™
Client ServiceKyle Larson, CFP®
Client ServiceLauren Cerato
Client ServiceLauren Williams
Client ServiceLea Brown, FPQP™
Client ServiceLily Styrmoe
Client ServiceLiz Claridge, FPQP™
OperationsLori Booth-Houle, CPA, CFP®
Advisors, ShareholdersMarc Campbell, CFP®
Advisors, ShareholdersMarshall Riebe, FPQP™
OperationsMary Hardy, FPQP™
Client ServiceMatt Schmack
Client ServiceMelissa Klemp, FPQP™
Client ServiceMichael Grosso, CFP®
Advisors, ShareholdersMichelle Cornejo
Client ServiceMickey Abeshaus, MD, CFP®
Advisors, ShareholdersMike Sullivan, CFA
Advisors, ShareholdersMissy Eddy
OperationsNicole Gaudioso, FPQP™
Client ServiceRebecca N. Hebert, CEP®, FPQP™
Client ServiceRobert Swift
Advisors, ShareholdersRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceSam Swift, CFA, CFP®, AIF®
Advisors, Retirement Plans, ShareholdersSam Van Denburgh, CFP®
AdvisorsScott Bennett
Client ServiceScott Styrmoe, CPA, CFP®
Advisors, ShareholdersShane Abeshaus
OperationsShawn Williams
Client ServiceStephanie Sutterley, FPQP™
Client ServiceTammy Morgan, FPQP™
Client ServiceToni Bilesimo
Client ServiceTracy Sanes, FPQP™
OperationsValerie Farris, FPQP™
Client Service, Retirement PlansVanessa Lee, CPA, CFP®
Advisors