Josh Fisher portrait

Josh Fisher

Client Service

Service has shaped much of my professional journey. Originally from the UK, I spent more than eight years in the Royal Air Force as a Computer and Radar Technician, followed by work as a civilian IT contractor for NATO in Brussels. Those experiences strengthened my ability to stay calm under pressure, solve complex problems, and collaborate across diverse teams.

I later transitioned into the nonprofit sector, supporting operations and client services for a community center and food bank assisting individuals experiencing homelessness. That experience deepened my appreciation for how financial planning and stability can impact people’s lives.

Today, I serve as a Client Service Associate at TCI, supporting our advisory team and helping provide organized, thoughtful service as clients plan for their long-term priorities.

Awards

What are three fun facts about you?

  1. I’ve had the chance to fly in a fighter jet, which definitely tops my adrenaline list.
  2. I’ve traveled to every continent and am always planning the next adventure.
  3. I’m a descendant of Captain James Cook.
passion

Describe your passion for the industry and your role:

Having worked closely with individuals facing financial hardship, I developed a strong appreciation for how much stability and planning can change lives. That experience drives my passion for the financial industry today. I enjoy helping clients find practical solutions that support long-term security, and I’m proud to contribute to a team focused on thoughtful, long-term planning.

Get in touch with Josh Fisher

Education

  • Defence School for Communication and Information Systems, United Kingdom

    Defence School for Communication and Information Systems, United Kingdom

    BTEC Level 3 Advanced Apprenticeship in IT and Telecoms Professional (Distinction)

Hobbies & INTEREST

Hiking

Hiking

Traveling

Traveling

Animal Lover

Animal Lover

Blog Posts:

Should You Participate in Your Employee Stock Purchase Plan?

Apr 24

Oil, Inflation, and the Market’s Quiet Verdict

Apr 24

What the New Tax Law Means for You and How We’re Planning Ahead

Mar 27

The Stock Market: The Original Form of AI

Mar 9

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

Aaron Seese

Operations

Adam Sullivan

Advisor

Addison Adelberg, CFP®

Advisor

Adrian Sandoval

Management

Alice DeWitt

Management

Amy Richardson, CFP®, CWS®, MBA, CPWA®

Shareholder, Management

Analeise Trevillyan

Client Service

Andrea Frazer, CFP®

Financial Planning Associate

Andrew Riebe

Financial Planning Associate

Anita Denton, FPQP™

Client Service

Art Tellez

Shareholder, Management

Ashley Boykin

Financial Planning Associate

Ashley Swift, MBA, FPQP™

Shareholder, Management

Aubree Jensen, MBA

Shareholder, Management

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Bill Moss

Tci Emeritus

Brad Hostetler

Financial Planning Associate

Carolina Gillis

Operations

Casey O’Donovan, CFP®

Advisor

Catherine Nichols, J.D.

Tci Emeritus

Charlie Peck

Shareholder, Management

Cheri Bustamante

Operations

Cody Cassidy, CFP®

Advisor, Shareholder

Connie Chan

Financial Planning Associate

Connor Conine, MBA

Client Service

Connor Sullivan

Operations

Craig Coltharp, FPQP™

Client Service

Danielle Burgess

Client Service

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholder

Debbie Hixson, FPQP™

Shareholder, Management

Devon Brown

Client Service

Douglas L. Nelson, CPA, PFS

Tci Emeritus

Dylan Gibson

Operations

Eden Bailey, FPQP™

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Hailey Pakkala

Client Service

Hank Peck

Tci Emeritus

Hayley Malone, CPA

Advisor

Heather Skay

Client Service

Isaac Walshaw, CFP®

Financial Planning Associate

Jack Kilkenny

Operations

Jen Nevenhoven

Shareholder, Management

Jennifer Means, MBA, CFP®

Advisor, Shareholder

Jennifer Olson

Management

Jerico Maddela, MBA, CFP®, AIF®, CWS®

Advisor

Jessica Nelson, PhD, LMFT

Management

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

Josh Baird

Operations

Josh Fisher

Client Service

Josh Rennie, MBA, CFP®, AIF®

Advisor

Juan Sicco, CFA, CFP®

Financial Planning Associate

Justin Rodriguez, CFP®

Advisor, Shareholder

Justin Thomas, CFP®

Advisor, Shareholder

Kayla Marjanović

Operations

Kelly Cox, FPQP™

Operations

Kelly Weber

Client Service

Ken Riebe

Advisor, Shareholder

Kenzie Trusela

Client Service

Kim Peterson, FPQP™

Client Service

Kristen Zaitz

Client Service

Kristofer Lyons, CFP®, CWS®, ChFC®, CAP®

Advisor

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®, MBA

Advisor, Shareholder

Lily Graves, CFP®, CSRIC™

Advisor, Shareholder

Lisa Reinhardt

Client Service

Lori Booth-Houle

Tci Emeritus

Luis Yanez

Financial Planning Associate

Maggie Puig

Operations

Makayla Maher

Client Service

Marshall Riebe, M.S., FPQP™

Advisor

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Management

Michael Grosso, CFP®

Advisor, Shareholder

Michael Preis, CFA®

Management

Michaela Pettijohn

Operations

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan

Tci Emeritus

Miranda Soeder, FPQP™

Client Service

Missy Eddy, MBA

Shareholder, Management

Nicole Gaudioso, FPQP™

Operations

Rob Rynders, CFP®, CAP®

Advisor

Robbie Petrillo, QPA™, QKA®

Advisor

Robert Swift

Tci Emeritus

Rory Barnes

Operations

Ryan Halvorson, CFP®

Advisor, Shareholder

Sam Gomez

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisor, Shareholder, Management

Sarah Oxford, FPQP™

Client Service

Saul Lopez

Operations

Scott Bennett, CFP®

Advisor, Shareholder

Scott Styrmoe, MBA, CPA, CFP®

Advisor, Shareholder

Shane Abeshaus

Operations

Simone Gehner, LL.M, IACCP®

Shareholder, Management

Skylar Robles

Client Service

Stephanie Sutterley, FPQP™

Client Service

Tara Murphy

Operations

Thomas Savage

Financial Planning Associate

Tom Logan, CFP®

Financial Planning Associate

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Advisor

Valeria Larreategui

Client Service

Vanessa Burke Lee, MBA, CPA, CFP®, CFT™

Advisor, Shareholder

Get in touch with Josh Fisher