Jessica Nelson, PhD, LMFT
Financial Planning Associate
Financial Planning Associate
Jennifer Means, MBA, CFP®
John Stephens, MD, MBA, CFA, CFP®
Build a trusting relationship, gather and assess data, develop a plan, implement the plan, modify as needed – These are the steps to achieving financial goals and not so oddly enough, also the steps to the therapeutic relationship.
The intersection of human behavior, emotion and finance is where I find myself as a Financial Planning Associate. Having spent more than a decade in behavioral health, I utilize my skills as a Licensed Marriage and Family Therapist and former Professor of Counseling to establish long-term client relationships and deliver wealth management solutions. Employing a strengths-based approach, I work to identify and minimize obstacles to success while helping clients reach their financial, and ultimately, personal potential.
I especially enjoy working with clients to navigate life transitions understanding that for many people, transitions, particularly retirement, also come with a shift in identity. Much of my doctoral work focused on the development of professional identity and the use of evidenced-supported strategies for a successful mental and emotional shift from the working world. Essentially, a shift in mindset to who we are, not what we do.
I have served as a consultant to athletes and athletic teams including Division I and II collegiate programs, Triple-A Baseball programs and several chapters of the NFL Retired Player’s Association working to guide athletes through the transition of retirement, co-authoring the book, Beyond the Game: An MBA for Professional Athletes, which empowers athletes and their families to more clearly understand their athletic careers and financial futures.
People are not numbers on a balance sheet. We make decisions largely based in what we know and feel in the present moment, not what sophisticated financial software programs predict we will do. My counseling background allows me the unique ability to understand how past experiences shape current behavior and influence future patterns of decision making. Sharing this awareness with clients can be a powerful tool in planning your financial future, getting on the same page with a partner, estate planning, and beyond.
Originally from California, I’ve crisscrossed the globe having lived in England, Nevada, Connecticut and now Tucson. My husband and I have a young daughter. We love exploring Tucson, traveling and spending time with friends and family.
I keep an extensive and highly aspirational “bucket list” that continues to grow. Some of the activities include, ringing the opening bell at the NYSE, attend Parliament to view a session of the Prime Minister’s Questions (PMQ), be a guest on the Today Show (this used to be a guest on the Oprah Winfrey Show, but since that is no longer possible…the Today Show it is), sit front row at a major show at NYFW, attend the Jefferson Ball, truffle hunt in Italy, etc… It’s a long list.
My favorite family tradition is the celebration of the Polish Christmas Eve dinner, Wigilia. From making pierogi to sharing oplatek for well wishes into the new year, the twelve course, hours long, meal is something I look forward to making every year and ultimately teaching my daughter how to make to keep the tradition going for generations to come. Na Zdrowie!
I am passionate about empowering women to achieve financial independence. Financial freedom is a form of personal empowerment, but a variety of roadblocks often make it difficult for women to navigate and partake equally in the financial world. I find fulfillment in working with women at any point in their financial journey and hope that there are less obstacles to over come for my daughter’s generation and beyond.
4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) 733-1488
jessica.nelson@tciwealth.comTransitioning out of the workforce is a shift in identity that can be difficult. We so often define ourselves by what we do rather than who we are. In addition to financially planning for retirement, be intentional about planning for how you will spend your time and maintain a sense of purpose. Start to find/incorporate hobbies, causes, consulting or mentoring opportunities in your industry, etc…that you are passionate about NOW so that in retirement, you simply devote more time to those roles that already bring fulfillment.
Education
University of Nevada, Reno
PhD in Counseling and Educational PsychologyAlliant International University
MS in Marriage & Family TherapyChapman University
BS in PsychologyAccreditations, Awards & Accolades
Hobbies & INTEREST
Traveling
Foodie
Interior Design
Highlights
Addison 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, MBA, 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, CEP®, 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
jessica.nelson@tciwealth.com