Brooke Williams portrait

Brooke Williams

Client Service

My passion for helping people shines through my work, and I strive to make a positive impact on clients every day. Before joining TCI Wealth Advisors, I worked as a paralegal and office administrator in both government agencies and the private sector. My experience in legal research, administrative operations and project coordination has given me a strong foundation in managing complex processes while ensuring top-tier client service. I am also currently pursuing my Certified Estate and Trust Specialist designation to deepen my knowledge in this field.

Outside of work, I lead an active lifestyle and love dance, barre and yoga classes. I also enjoy spending quality time with my two daughters and our two Brussels Griffon dogs. One of my favorite things to do is attend concerts and theater productions with my kids. We share a love for the arts.

community

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

As a proud Arizona native, I grew up in Scottsdale and have a deep connection to my community. I love everything this state has to offer, from the vibrant culture and dining scene to the stunning landscapes of Sedona.

charity

Are there other charitable or social causes that are important to you?

Giving back is important to me, and I’m passionate about supporting child abuse prevention programs, youth arts initiatives, and animal rescue organizations.

Get in touch with Brooke Williams

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

Addison Adelberg, CFP®, FPQP™

Advisor

Adrian Sandoval

Operations

Alice DeWitt

Operations

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

Client Service, Shareholder

Analeise Trevillyan

Client Service

Andrea Frazer, CFP®

Financial Planning Associate

Andrew Riebe

Operations

Anita Denton, FPQP™

Client Service

Art Tellez

Client Service, Shareholder

Ashley Boykin

Client Service

Ashley Swift, MBA, FPQP™

Operations, Shareholder

Aubree Jensen, MBA

Operations, Shareholder

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Bill Moss

Tci Emeritus

Brad Hostetler

Financial Planning Associate

Brooke Williams

Client Service

Carolina Gillis

Operations

Casey O’Donovan

Financial Planning Associate

Charlie Peck

Operations, Shareholder

Cheri Bustamante

Operations

Christina Slater, MBA, FPQP™

Client Service

Cody Cassidy, CFP®

Advisor, Shareholder

Connie Chan

Financial Planning Associate

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™

Client Service, Shareholder

Devon Brown

Financial Planning Associate

Douglas L. Nelson, CPA, PFS

Advisor, Shareholder

Eden Bailey, FPQP™

Client Service

Erica Goldson

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Hank Peck

Tci Emeritus

Heather Skay

Client Service

Jack Kilkenny

Operations

Jen Nevenhoven

Operations, Shareholder

Jennifer Means, MBA, CFP®

Advisor, Shareholder

Jennifer Olson

Client Service

Jerico Maddela, MBA, CFP®, AIF®, CWS®

Advisor

Jessica Nelson, PhD, LMFT

Financial Planning Associate

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

Josh Baird

Operations

Josh Cohen

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, FPQP™

Client Service

Ken Riebe

Advisor, Shareholder

Kenzie Trusela

Client Service

Kim Peterson, FPQP™

Client Service

Kristen Zaitz

Client Service

Kristofer Lyons, CFP®, CWS®, ChFC®

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™

Client Service

Meredith Dean, RICP®

Financial Planning Associate

Michael Grosso, CFP®

Advisor, Shareholder

Michaela Cosentino

Operations

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan

Tci Emeritus

Miranda Soeder, FPQP™

Client Service

Missy Eddy, MBA

Operations, Shareholder

Nicole Gaudioso, FPQP™

Operations

Rob Rynders, CFP®

Financial Planning Associate

Robert Swift

Tci Emeritus

Rory Barnes

Operations

Ryan Halvorson, CFP®

Advisor

Sam Gomez

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

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®

Operations, Shareholder

Skylar Robles

Client Service

Stephanie Sutterley, FPQP™

Client Service

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

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

Advisor, Shareholder

Get in touch with Brooke Williams