Cody Cassidy, CFP®
Advisor, Shareholder
Advisor, Shareholder
Christina Slater, FPQP™
Connie Chan
Cody Cassidy, CFP®, is an advisor and a Shareholder 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 having 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 two children. He also enjoys Tae Kwon Do, weight lifting at the gym, running and reading.
I am disciplined, experienced, and truly believe in TCI’s client-centric philosophy that financial success is as much about emotional contentment and well-being as building wealth, and that each of my clients’ unique life journeys are what ultimately determine their own customized definitions of
success. From young investors to seasoned strategists, people just starting their careers to those ready to retire, I have a diverse clientele and strive daily to do everything in my power to provide simple, truthful, trusted financial planning and investment advice.
Actually, yes! I have been training in the martial arts for years – Jiu-Jitsu, Muay Thai, Tae Kwon Do, and more – which has taught me discipline, trust, flexibility, strategy, and patience. The skills I’ve acquired by studying martial arts and constantly pushing myself are applicable in both my personal and professional life, as they also push me to be the best husband, parent, volunteer, mentor and financial advisor I can be. (Martial arts also provided me with a hidden talent that is somewhat unique – the ability to break bricks with my hand!)
4011 East Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) 733-1488
cody.cassidy@tciwealth.comAs quoted by former Navy Seal and author Jocko Willink, “If you want freedom, then you need to have discipline.” The more discipline you have in your life, the more you’ll be able to do what you want. It’s not always easy, but to attain financial freedom and achieve your definition of success, it starts with a disciplined approach to wealth management.
Education
University of Arizona
Masters Degree in CommunicationsUniversity of Arizona
Bachelor of Arts in CommunicationAccreditations, Awards & Accolades
Cody's Picks
Addison Adelberg, CFP®, FPQP™
Financial Planning AssociateAdrian Sandoval
OperationsAlice DeWitt
OperationsAndrea Frazer, CFP®
Financial Planning AssociateAndrew Riebe
Client ServiceAnita Denton, FPQP™
Client ServiceArt Tellez
Client Service, ShareholderAshley Swift, MBA, FPQP™
Operations, ShareholderAubree Jensen, MBA
Operations, ShareholderBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceBritteny Battle, FPQP™
Client ServiceCarolina Gillis
Client ServiceCatherine Nichols, J.D.
Operations, ShareholderCharlie Peck
Operations, ShareholderCheri Bustamante
OperationsChristina Slater, FPQP™
Client ServiceCody Cassidy, CFP®
Advisor, ShareholderConnie Chan
Financial Planning AssociateConnor Sullivan
OperationsCraig Coltharp, FPQP™
Client ServiceDana Sandoval, CFP®
OperationsDanielle Larcom
OperationsDawnette Sweet, FPQP™, CEP®
Client Service, ShareholderDebbie Hixson, FPQP™
Client Service, ShareholderDevon Brown
Financial Planning AssociateDouglas L. Nelson, CPA, PFS
Advisor, ShareholderEden Bailey, FPQP™
Client ServiceGladys Rice, FPQP™
Client ServiceGuy Holman, CFP®
Advisor, ShareholderJack Kilkenny
OperationsJen Nevenhoven
Operations, ShareholderJennifer Botz
Client ServiceJennifer Means, MBA, CFP®
Advisor, ShareholderJessica Nelson, PhD, LMFT
Financial Planning AssociateJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Cohen
OperationsJosh Rennie, MBA, CFP®, AIF®
AdvisorJuan Sicco
OperationsJustin Rodriguez, CFP®
Advisor, ShareholderJustin Thomas, CFP®
Advisor, ShareholderKayla Marjanović
OperationsKelly Cox, FPQP™
OperationsKelly Weber, FPQP™
Client ServiceKen Riebe
Advisor, ShareholderKim Peterson, FPQP™
Client ServiceKristen Zaitz
Client ServiceKyle Larson, CFP®
Advisor, ShareholderLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®
Advisor, ShareholderLily Styrmoe, CFP®, CSRIC™
Advisor, ShareholderLisa Reinhardt
Client ServiceMarshall Riebe, FPQP™
Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack, MBA
Client ServiceMelissa Plenge, FPQP™
Client ServiceMichael Grosso, CFP®
Advisor, ShareholderMickey Abeshaus, MD, CFP®
Advisor, ShareholderMiranda Soeder, FPQP™
Client ServiceMissy Eddy, MBA
Operations, ShareholderMorgan Bell, FPQP™
Client ServiceNicole Gaudioso, FPQP™
OperationsRachel McCullough
Financial Planning AssociateRob Rynders
Financial Planning AssociateRobert Swift
Advisor, ShareholderRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceRyan Meredith
Financial Planning AssociateSam Swift, CFA, CFP®, AIF®
Advisor, Retirement Plans, ShareholderSara Watson, MBA
OperationsSarah Oxford, FPQP™
Client ServiceScott Bennett, CFP®
AdvisorScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M, IACCP®
Operations, ShareholderSkylar Robles
Client ServiceStephanie Sutterley, FPQP™
Client ServiceTammy Morgan, FPQP™
Client Service, ShareholderTom Logan
Financial Planning AssociateToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
Financial Planning AssociateValerie Farris, FPQP™
Client Service, Retirement PlansVanessa Burke Lee, MBA, CPA, CFP®
Advisor, Shareholder4011 East Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) 733-1488
cody.cassidy@tciwealth.com