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Cody Cassidy

Client-service

Cody Cassidy is a Paraplanner 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

Lauren Cerato

Client Service

Addison Adelberg

Client Service

Matt Schmack

Client Service

Chad Lawyer

Client Service

Cody Cassidy

Client Service

Lily Styrmoe

Client Service

Joan Padar

Client Service

Josh Rennie

Client Service

Bentley Sanes

Operations

Debra Painter

Client Service

Ava Clare Cassidy

Operations

Kelly Cox

Operations

Jennifer Botz

Client Service

Justin Rodriguez, CFP®

Client Service

Amanda Dombrowski

Client Service

Craig Coltharp

Client Service

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Vanessa Lee, CPA, CFP®

Client Service

Scott Styrmoe, CPA, CFP®

Advisors, Shareholders

Marshall Riebe

Operations

Gina Klement

Client Service

Rory Barnes

Operations

Shawn Williams

Client Service

Art Tellez

Operations, Shareholders

Ashley Swift, MBA, FPQP™

Client Service

Dawnette Sweet, FPQP™

Client Service

Stephanie Sutterley, FPQP™

Client Service

Christina Slater, FPQP™

Client Service

Gladys Rice, FPQP™

Client Service

Kim Peterson, FPQP™

Client Service

Charlie Peck

Operations

Valerie Farris, FPQP™

Client Service, Retirement Plans

Catherine Nichols, J.D.

Operations, Shareholders

Jen Nevenhoven

Operations

Tammy Morgan, FPQP™

Client Service

Jennifer Means, CFP®, FPQP™

Advisors

Kyle Larson

Client Service

Melissa Klemp, FPQP™

Client Service

Aubree Jensen

Operations

Tracy Sanes

Operations

Debbie Hixson, FPQP™

Client Service

Rebecca N. Hebert, CEP®, FPQP™

Client Service

Mary Hardy

Client Service

Nicole Gaudioso, FPQP™

Client Service

Missy Eddy

Operations

Alice DeWitt

Operations

Anita Denton, FPQP™

Client Service

Janelle Chugg, FPQP™

Operations

Liz Claridge, FPQP™

Operations

Lea Brown, FPQP™

Client Service

Scott Bennett

Client Service

Shane Abeshaus

Operations

Sam Van Denburgh, CFP®

Advisors

Justin Thomas, CFP®

Advisors, Shareholders

Sam Swift, CFA, CFP®, AIF®

Advisors, Retirement Plans, Shareholders

Robert Swift

Advisors, Shareholders

Mike Sullivan, CFA

Advisors, Shareholders

John Stephens, MD, CFA, CFP®

Advisors, Shareholders

Dana Sandoval, CFP®

Advisors

Ken Riebe

Advisors, Shareholders

Hank Peck, CFP®, AEP®, CPFA

Advisors, Retirement Plans, Shareholders

David Niichel, CFP®

Advisors, Shareholders

Doug Nelson, CPA, PFS

Advisors, Shareholders

Bill Moss, CPA/PFS

Advisors, Shareholders

Guy Holman, CFP®

Advisors, Shareholders

Michael Grosso, CFP®

Advisors, Shareholders

Marc Campbell, CFP®

Advisors, Shareholders

Lori Booth-Houle, CPA, CFP®

Advisors, Shareholders

Mickey Abeshaus, MD, CFP®

Advisors, Shareholders