Craig Coltharp
Client Service
Client Service
Cody Cassidy
NEXTDana Sandoval, CFP®
Craig Coltharp is a Relationship Associate at TCI Wealth Advisors. Craig earned his Bachelor of Business Administration degree at Baylor University and is currently working on his RP certification. He has over 20 years in the financial technology industry.
Craig volunteers as a director for the Scarlett Family Foundation board. He also serves as president for his Homeowners Association board.
Outside of being a huge Colorado Rockies fan, Craig enjoys golf, fly fishing, skiing, mountain activities and spending time with my wife and two young children. They love traveling as a family to near and far destinations each year whether it’s to see family, searching for Mickey Mouse or experiencing new things.
Adam Hicks
AdvisorsAddison Adelberg
Client ServiceAlice DeWitt
OperationsAnita Denton, FPQP™
Client ServiceArt Tellez
Operations, ShareholdersAshley Swift, MBA, FPQP™
Client Service, ShareholdersAubree Jensen
Operations, ShareholdersBentley Sanes
OperationsBethany Hustin
Client ServiceBill Moss, CPA/PFS RET
Advisors, ShareholdersCatherine Nichols, J.D.
Operations, ShareholdersCharlie Peck
OperationsChristina Slater, FPQP™
Client ServiceCody Cassidy
AdvisorsCraig Coltharp
Client ServiceDana Sandoval, CFP®
AdvisorsDavid Niichel, CFP®
Advisors, ShareholdersDawnette Sweet, FPQP™
Client Service, ShareholdersDebbie Hixson, FPQP™
Client ServiceDoug Nelson, CPA, PFS
Advisors, ShareholdersGina Klement
Client ServiceGladys Rice, FPQP™
Client ServiceGuy Holman, CFP®
Advisors, ShareholdersHank Peck, CFP®, AEP®, CPFA
Retirement PlansJen Nevenhoven
OperationsJennifer Botz
Client ServiceJennifer Means, CFP®, FPQP™
AdvisorsJoan Padar
Client ServiceJohn Stephens, MD, CFA, CFP®
Advisors, ShareholdersJosh Rennie, CFP®
AdvisorsJustin Rodriguez, CFP®
AdvisorsJustin Thomas, CFP®
Advisors, ShareholdersKelly Cox
OperationsKen Riebe
Advisors, ShareholdersKim Peterson, FPQP™
Client ServiceKyle Larson, CFP®
AdvisorsLauren Janky, FPQP™
Client ServiceLauren Williams
AdvisorsLea Brown, FPQP™
Client ServiceLily Styrmoe
AdvisorsLiz Claridge, FPQP™
OperationsLori Booth-Houle, CPA, CFP®
Advisors, ShareholdersMarc Campbell, CFP®
Advisors, ShareholdersMarshall Riebe, FPQP™
AdvisorsMary Hardy, FPQP™
Client ServiceMatt Schmack
Client ServiceMelissa Klemp, FPQP™
Client ServiceMichael Grosso, CFP®
Advisors, ShareholdersMickey Abeshaus, MD, CFP®
Advisors, ShareholdersMike Sullivan, CFA
Advisors, ShareholdersMissy Eddy
Operations, ShareholdersNicole Gaudioso, FPQP™
Client ServiceRachel McCullough
AdvisorsRobert Swift
Advisors, ShareholdersRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceSam Swift, CFA, CFP®, AIF®
Advisors, Retirement Plans, ShareholdersScott Bennett
Scott Styrmoe, CPA, CFP®
Advisors, ShareholdersShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M
OperationsStephanie Sutterley, FPQP™
Client ServiceTammy Morgan, FPQP™
Client Service, ShareholdersToni Bilesimo
Client ServiceTracy Sanes, FPQP™
OperationsValerie Farris, FPQP™
Client Service, Retirement PlansVanessa Lee, CPA, CFP®
Advisors