Craig Coltharp, FPQP™
Client Service
Client Service
Cody Cassidy, CFP®
NEXTDana Sandoval, CFP®
Craig Coltharp, FPQP™, is a Relationship Associate at TCI Wealth Advisors. He earned his Bachelor of Business Administration degree at Baylor University and currently holds the Financial Paraplanner Qualified Professional™ designation. Prior to his career at TCI, Craig worked in the financial technology industry for over 20 years.
Craig is active in his local Denver community, his kids’ school and volunteers as a director on the Scarlett Family Foundation board which helps charities in the Rocky Mountain Region. He enjoys golf, fly fishing, skiing, mountain activities and spending time with his wife and two children. He is also a passionate fan of the Colorado Rockies.
Adam Hicks, FPQP™
Financial Planning AssociateAddison Adelberg, FPQP™
Financial Planning AssociateAlice DeWitt
OperationsAnita Denton, FPQP™
Client ServiceArt Tellez
Operations, ShareholdersAshley Swift, MBA, FPQP™
Client Service, ShareholdersAubree Jensen
Operations, ShareholdersBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceCatherine Nichols, J.D.
Operations, ShareholdersCharlie Peck
Operations, ShareholdersChristina Slater, FPQP™
Client ServiceCody Cassidy, CFP®
AdvisorsCraig Coltharp, FPQP™
Client ServiceDana Sandoval, CFP®
AdvisorsDanielle Larcom
OperationsDawnette Sweet, FPQP™
Client Service, ShareholdersDebbie Hixson, FPQP™
Client Service, ShareholdersDoug Nelson, CPA, PFS
Advisors, ShareholdersGladys Rice, FPQP™
Client ServiceGuy Holman, CFP®
Advisors, ShareholdersJen Nevenhoven
Operations, ShareholdersJennifer Botz
Client ServiceJennifer Means, CFP®, FPQP™
Advisors, ShareholdersJoan Padar, FPQP™
Client ServiceJohn Stephens, MD, MBA, CFA, CFP®
Advisors, ShareholdersJosh Cohen
OperationsJosh Rennie, CFP®, AIF®
AdvisorsJustin Rodriguez, CFP®
AdvisorsJustin Thomas, CFP®
Advisors, ShareholdersKelly Cox, FPQP™
OperationsKen Riebe
Advisors, ShareholdersKim Peterson, FPQP™
Client ServiceKyle Larson, CFP®
Advisors, ShareholdersLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®
AdvisorsLea Brown, FPQP™
Client ServiceLily Styrmoe, CFP®, CSRIC™
AdvisorsLori Booth-Houle, CPA, CFP®
Advisors, ShareholdersMarshall Riebe, FPQP™
Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack
Client ServiceMelissa Plenge, FPQP™
Client ServiceMichael Grosso, CFP®
Advisors, ShareholdersMickey Abeshaus, MD, CFP®
Advisors, ShareholdersMike Sullivan, CFA
Advisors, ShareholdersMissy Eddy
Operations, ShareholdersNicole Gaudioso, FPQP™
Client ServiceRachel Kerswill
Client ServiceRachel McCullough
Financial Planning AssociateRobert Swift
Advisors, ShareholdersRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceSam Swift, CFA, CFP®, AIF®
Advisors, Retirement Plans, ShareholdersSarah Oxford
Client ServiceScott Styrmoe, MBA, CPA, CFP®
Advisors, ShareholdersShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M
OperationsStephanie Sutterley, FPQP™
Client ServiceSteve Glassberg
OperationsTammy Morgan, FPQP™
Client Service, ShareholdersToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
Financial Planning AssociateValerie Farris, FPQP™
Client Service, Retirement PlansVanessa Lee, CPA, CFP®
Advisors