Britteny Battle
Client Service
Client Service
Bethany Hustin
NEXTCarolina Gillis
As a relationship associate, I am responsible for many daily duties that directly enhance our clients’ investment experience. I pride myself on being resourceful and providing personalized service to our clients.
Although I am originally from California, I’ve called Tucson home for most of my life. I received my bachelor’s degree from Brookline College, and I am currently pursuing my MBA. When I’m not at work you can find me cheering for my son at his basketball games, spending time with family and cooking… I especially love trying new recipes!
1. I can play the clarinet.
2. My first job was at Chuck E. Cheese’s.
3. My favorite book is Where the Sidewalk Ends by Shel Silverstein.
I love Arizona’s sunset and the warm weather… I’m not a fan of the cold.
My mother and father are my heroes. My mom is strong and brave and taught me I can get through any obstacle. My father is my hero because he never gives up and has taught me that education is key and to open mind that is receptive to new information is rewarding.
4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) 733-1488
britteny.battle@tciwealth.comEducation
Brookline College
BAHobbies & INTEREST
Cooking
Traveling
Family Time
Addison Adelberg, FPQP™
Advisor, Financial Planning AssociateAdrian Sandoval
OperationsAlice DeWitt
OperationsAndrew Riebe
Client ServiceAnita Denton, FPQP™
Client ServiceArt Tellez
Operations, ShareholderAshley Swift, MBA, FPQP™
Client Service, ShareholderAubree Jensen
Operations, ShareholderBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceBritteny Battle
Client ServiceCarolina Gillis
Client ServiceCatherine Nichols, J.D.
Operations, ShareholderCharlie Peck
Operations, ShareholderCheri Bustamante
OperationsChristina Slater, FPQP™
Client ServiceCody Cassidy, CFP®
AdvisorConnor Sullivan
OperationsCraig Coltharp, FPQP™
Client ServiceDana Sandoval, CFP®
OperationsDanielle Larcom
OperationsDawnette Sweet, FPQP™, CEP®
Client Service, ShareholderDebbie Hixson, FPQP™
Client Service, ShareholderDouglas L. Nelson, CPA, PFS
Advisor, ShareholderEden Bailey
Client ServiceGladys Rice, FPQP™
Client ServiceGuy Holman, CFP®
Advisor, ShareholderJen Nevenhoven
Operations, ShareholderJennifer Botz
Client ServiceJennifer Means, CFP®, FPQP™
Advisor, ShareholderJessica Nelson, PhD, LMFT
Financial Planning AssociateJoan Padar, FPQP™
Client ServiceJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Cohen
OperationsJosh Rennie, CFP®, AIF®
AdvisorJuan Sicco
OperationsJustin Rodriguez, CFP®
Advisor, ShareholderJustin Thomas, CFP®
Advisor, ShareholderKayla Marjanović
OperationsKelly Cox, FPQP™
OperationsKen Riebe
Advisor, ShareholderKim Peterson, FPQP™
Client ServiceKyle Larson, CFP®
Advisor, ShareholderLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®
AdvisorLily Styrmoe, CFP®, CSRIC™
AdvisorLisa Reinhardt
Client ServiceLori Booth-Houle, CPA, CFP®
Advisor, ShareholderMarshall Riebe, FPQP™
Advisor, Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack, MBA
Client ServiceMelissa Plenge, FPQP™
Client ServiceMichael Grosso, CFP®
Advisor, ShareholderMickey Abeshaus, MD, CFP®
Advisor, ShareholderMike Sullivan, CFA
Advisor, ShareholderMiranda Soeder
Client ServiceMissy Eddy, MBA
Operations, ShareholderMJ Brehm
Client ServiceMorgan Bell
Client ServiceNicole Gaudioso, FPQP™
OperationsRachel McCullough
Advisor, Financial Planning AssociateRob Rynders
Advisor, Financial Planning AssociateRobert Swift
Advisor, ShareholderRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceRyan Meredith
OperationsSam Swift, CFA, CFP®, AIF®
Advisor, Retirement Plans, ShareholderSarah Oxford
Client ServiceScott Bennett, CFP®
AdvisorScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderShane Abeshaus
OperationsShawn Best, M.S., CFP®
AdvisorShawn Williams
Client ServiceSimone Gehner, LL.M, IACCP®
OperationsStephanie Sutterley, FPQP™
Client ServiceTammy Morgan, FPQP™
Client Service, ShareholderTom Logan
Financial Planning AssociateToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
Advisor, Financial Planning AssociateValerie Farris, FPQP™
Client Service, Retirement PlansVanessa Burke Lee, CPA, CFP®
Advisor4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) 733-1488
britteny.battle@tciwealth.com