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Cody Cassidy

Client Service

Cody Cassidy is a Financial Planning Associate at TCI Wealth Advisors. He works with multiple teams to deliver research/analysis and strategic planning tools for clients.

Cody has worked across a number of sectors, both public and private, including politics, health care, higher education and finance. He earned his undergrad and graduate degrees from the University of Arizona, and is a proud member of the Wildcat family. By far the most rewarding part of his career has been to join TCI and have the opportunity to help people achieve their life goals.

Cody is passionate about his family, his life and his work. He enjoys spending time with his wife, Ava Clare, and their son. He also enjoys Tae Kwon Do, weight lifting at the gym, running and reading.

Get in touch with Cody Cassidy

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

Adam Hicks

Client Service

Addison Adelberg

Client Service

Alice DeWitt

Operations

Anita Denton, FPQP™

Client Service

Art Tellez

Operations, Shareholders

Ashley Swift, MBA, FPQP™

Client Service

Aubree Jensen

Operations

Ava Clare Cassidy

Operations

Bentley Sanes

Operations

Bill Moss, CPA/PFS

Advisors, Shareholders

Catherine Nichols, J.D.

Operations, Shareholders

Chad Lawyer

Client Service

Charlie Peck

Operations

Christina Slater, FPQP™

Client Service

Cody Cassidy

Client Service

Craig Coltharp

Client Service

Dana Sandoval, CFP®

Advisors

David Niichel, CFP®

Advisors, Shareholders

Dawnette Sweet, FPQP™

Client Service

Debbie Hixson, FPQP™

Client Service

Doug Nelson, CPA, PFS

Advisors, Shareholders

Gina Klement

Client Service

Gladys Rice, FPQP™

Client Service

Guy Holman, CFP®

Advisors, Shareholders

Hank Peck, CFP®, AEP®, CPFA

Retirement Plans

Janelle Chugg, FPQP™

Operations

Jen Nevenhoven

Operations

Jennifer Botz

Client Service

Jennifer Means, CFP®, FPQP™

Advisors

Joan Padar

Client Service

John Stephens, MD, CFA, CFP®

Advisors, Shareholders

Josh Rennie

Client Service

Justin Rodriguez, CFP®

Client Service

Justin Thomas, CFP®

Advisors, Shareholders

Kelly Cox

Operations

Ken Riebe

Advisors, Shareholders

Kim Peterson, FPQP™

Client Service

Kyle Larson, CFP®

Client Service

Lauren Cerato

Client Service

Lauren Williams

Client Service

Lea Brown, FPQP™

Client Service

Lily Styrmoe

Client Service

Liz Claridge, FPQP™

Operations

Lori Booth-Houle, CPA, CFP®

Advisors, Shareholders

Marc Campbell, CFP®

Advisors, Shareholders

Marshall Riebe, FPQP™

Operations

Mary Hardy, FPQP™

Client Service

Matt Schmack

Client Service

Melissa Klemp, FPQP™

Client Service

Michael Grosso, CFP®

Advisors, Shareholders

Michelle Cornejo

Client Service

Mickey Abeshaus, MD, CFP®

Advisors, Shareholders

Mike Sullivan, CFA

Advisors, Shareholders

Missy Eddy

Operations

Nicole Gaudioso, FPQP™

Client Service

Robert Swift

Advisors, Shareholders

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisors, Retirement Plans, Shareholders

Sam Van Denburgh, CFP®

Advisors

Scott Bennett

Client Service

Scott Styrmoe, CPA, CFP®

Advisors, Shareholders

Shane Abeshaus

Operations

Shawn Williams

Client Service

Stephanie Sutterley, FPQP™

Client Service

Tammy Morgan, FPQP™

Client Service

Toni Bilesimo

Client Service

Tracy Sanes, FPQP™

Operations

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Lee, CPA, CFP®

Advisors