Douglas L. Nelson, CPA, PFS
Advisor, Shareholder
Advisor, Shareholder
Devon Brown
Eden Bailey, FPQP™
From the beginning, I wanted to bring the integrity of the CPA world into the financial planning world. When we say clients come first, we mean it. Every aspect of our firm makes this promise a priority. From client communications to one-on-one contact, we promote and support only options in the best interest of the client.
Douglas L. Nelson, CPA, PFS is an advisor and shareholder at TCI Wealth Advisors. Doug has received numerous national recognitions based upon his belief that investment success involves integrating clients’ lifestyle goals with their investment plans. During the last decade, Worth, Barron’s, and Bloomberg Magazine regularly recognized Doug’s work as one of the top, independent financial advisors in the nation.
In 2011, Doug published the book Art, Artists & Money, available at artartistsmoney.com, with the goal of helping creative professionals better understand their financial options as artists. Recently, Doug joined the Board of Directors for the School for Advanced Research in Santa Fe.
Doug spends time with his wife, Brenda, and his family in Reno, Santa Fe and recently moved to Tucson. He is a passionate fly fisherman, including a one-in-a-lifetime fishing expedition on the Amazon, and enjoys tying his own flies. Doug is also an aficionado of craft beer, single-malt whiskeys, and cigars and states that regular exercise keeps his vices under control. He also stays “civilized” as his wife takes him to art galleries, shows and openings.
4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) 733-1488
doug.nelson@tciwealth.comAddison 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 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) 733-1488
doug.nelson@tciwealth.com