Connie Chan portrait

Connie Chan

Financial Planning Associate

I have always had a passion for helping others, so, the financial planning industry was the perfect fit. Being able to meet with clients and see how we can make a positive impact on their lives is by far my favorite part of being a Financial Planning Associate at TCI. In this role, I assist with the delivery and implementation of financial plans and help meet client service needs. As self-described problem-solver, I enjoy using my strengths to help clients pursue their financial and personal goals.

I was born and raised in Carson City, Nevada. I’ve been lucky enough to visit a handful of different countries and certainly caught the travel bug! I love traveling, meeting new people and experiencing new cultures… especially the food! 

passion

Describe your passion for the industry and your role:

Financial management seemed very overwhelming when I was growing up. Now that I’m in a place of my life where I understand much more about financial management, I’m motivated to help others get to the same place and above so that they can have a peace of mind.

freetime

What do you like to do in your free time?

Outside of TCI, you’ll see me trying the best food spots around town, Latin dancing with friends, or cuddled up with a good book.

 

Get in touch with Connie Chan

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

Addison Adelberg, FPQP™

Advisor, Financial Planning Associate

Adrian Sandoval

Operations

Alice DeWitt

Operations

Andrew Riebe

Client Service

Anita Denton, FPQP™

Client Service

Art Tellez

Operations, Shareholder

Ashley Swift, MBA, FPQP™

Client Service, Shareholder

Aubree Jensen, MBA

Operations, Shareholder

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Britteny Battle

Client Service

Carolina Gillis

Client Service

Catherine Nichols, J.D.

Operations, Shareholder

Charlie Peck

Operations, Shareholder

Cheri Bustamante

Operations

Christina Slater, FPQP™

Client Service

Cody Cassidy, CFP®

Advisor

Connie Chan

Financial Planning Associate

Connor Sullivan

Operations

Craig Coltharp, FPQP™

Client Service

Dana Sandoval, CFP®

Operations

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholder

Debbie Hixson, FPQP™

Client Service, Shareholder

Devon Brown

Advisor

Douglas L. Nelson, CPA, PFS

Advisor, Shareholder

Eden Bailey

Client Service

Gladys Rice, FPQP™

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Jen Nevenhoven

Operations, Shareholder

Jennifer Botz

Client Service

Jennifer Means, MBA, CFP®

Advisor, Shareholder

Jessica Nelson, PhD, LMFT

Financial Planning Associate

Joan Padar, FPQP™

Client Service

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

Josh Cohen

Operations

Josh Rennie, MBA, CFP®, AIF®

Advisor

Juan Sicco

Operations

Justin Rodriguez, CFP®

Advisor, Shareholder

Justin Thomas, CFP®

Advisor, Shareholder

Kayla Marjanović

Operations

Kelly Cox, FPQP™

Operations

Ken Riebe

Advisor, Shareholder

Kim Peterson, FPQP™

Client Service

Kristen Zaitz

Client Service

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®

Advisor

Lily Styrmoe, CFP®, CSRIC™

Advisor

Lisa Reinhardt

Client Service

Lori Booth-Houle, CPA, CFP®

Advisor, Shareholder

Marshall Riebe, FPQP™

Advisor, Financial Planning Associate

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Client Service

Michael Grosso, CFP®

Advisor, Shareholder

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan, CFA

Advisor, Shareholder

Miranda Soeder, FPQP™

Client Service

Missy Eddy, MBA

Operations, Shareholder

Morgan Bell, FPQP™

Client Service

Nicole Gaudioso, FPQP™

Operations

Rachel McCullough

Advisor, Financial Planning Associate

Rob Rynders

Advisor, Financial Planning Associate

Robert Swift

Advisor, Shareholder

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Ryan Meredith

Operations

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

Sara Watson, MBA

Operations

Sarah Oxford

Client Service

Scott Bennett, CFP®

Advisor

Scott Styrmoe, MBA, CPA, CFP®

Advisor, Shareholder

Shane Abeshaus

Operations

Shawn Best, M.S., CFP®

Advisor

Shawn Williams

Client Service

Simone Gehner, LL.M, IACCP®

Operations

Stephanie Sutterley, FPQP™

Client Service

Tammy Morgan, FPQP™

Client Service, Shareholder

Tom Logan

Financial Planning Associate

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Advisor, Financial Planning Associate

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Burke Lee, CPA, CFP®

Advisor

Get in touch with Connie Chan