Josh Rennie, CFP®, AIF® portrait

Josh Rennie, CFP®, AIF®

Advisor

One of my favorite quotes that inspires me every day is from Mark Twain: “You’re never wrong to do the right thing.” It’s the core of TCI’s philosophy and I always strive to always do the right thing no matter what. My clients’ best interest is at the core of everything I do.

I’m a self-proclaimed “data nerd” and have a relentless pursuit to find the best possible outcome for my clients using a holistic, research-driven approach to planning. But for me, being a wealth advisor is as much about client relationships as it is about the results.

I’ve always been curious, self-motivated and committed to discovery. That passion, combined with my “professor-like” approach with financial planning, allows me to truly engage and help educate my clients. I always strive to do the right thing for my clients no matter what, and that “aha moment” when a client starts to see it all come together and the strategy works – that is extremely rewarding and truly the best part of the job.

My education and experience is diverse, and I am driven by research, analysis, planning and problem-solving. That love, combined with my passion for people, is what I dedicate to every client, whether you’re a seasoned investor with high net worth or just starting your financial plan and are new to investing. My clients’ best interest is at the core of everything I do.

While I truly believe that every penny matters, each person matters more. I do enjoy the technical challenge in solving complex financial and estate planning issues and creating retirement plan solutions, but truthfully, I enjoy the client relationships even more! That “lightbulb click” – and the smile on a client’s face when it all starts to make sense – is why I love being a financial planner and what makes TCI such an incredible company.

TCI truly puts clients at the forefront of everything they do and shares my passion for fostering the educational aspects of financial planning with their clients, and their advisors. Every day there’s something new to figure out, and I get to utilize my love of data, analytics, research and problem-solving to help influence our portfolios as well.

Whether it’s in professional life as a wealth advisor or in my personal life as a competitive cyclist, avid skier and nature-lover, or adventurous traveler and foodie, I simply love learning, trying new things and meeting new people. Living in Reno, Nevada with my beautiful wife and our dog Turner gives us access to activities and adventure, cuisine and culture, and nature and nightlife few cities can offer. This outdoor paradise is truly a “small, big town” where there’s always something happening in every season. Where else can you ski, cycle, hike, golf, climb, enjoy watersports and more – sometimes, all in the same weekend?

Growing up I was taught that if you “honor the process” and do what needs to be done, your hard work will always pay off. I’ve carried that with me as a competitive cyclist and in my career as a wealth advisor. Doing right by my clients, and doing the research needed to make them successful, is what I do best.

This holistic, data-driven approach to the optimum financial strategy is what makes me special, and what makes my clients so happy. I’m excited to share my passion for problem-solving and help you analyze then actualize your own financial goals.

Fun Facts:

  1. I’m an adventurous eater, so the stranger the food – the better. But I could eat Mediterranean food every day of my life and be fine!
  2. I used to race motocross when I was younger and have since transitioned that love to road cycling. I’ve now been racing bikes at an elite level for over a decade and have competed in over 400 Category 1 races.
  3. My wife and I met in culinary school where we are both classically trained.
favorite

Favorite part of TCI:

TCI truly puts clients at the forefront of everything they do and shares my passion for fostering the educational aspects of financial planning with their clients, and their advisors. Every day there’s something new to figure out, and I get to utilize my love of data, analytics, research and problem-solving to help influence our portfolios as well.

freetime

What do you like to do in your free time? Describe your hobbies.

My wife and I love to travel and experience new cultures, cuisines and cities, having visited more than 35 countries so far, and try to “collect” passport stamps for every place we visit. Traveling to Rome for the first time with my beautiful wife was incredible! I’ll never forget the feeling when we first emerged from the subway underground next to the Coliseum. Wow! Seeing the awe-inspiring sites surrounding you on all sides and so much history, culture, beauty and more – it was almost otherworldly. We can’t wait to see the rest of the world.

Get in touch with Josh Rennie, CFP®, AIF®

Josh's financial tips

Living in Reno, we are about gambling…but investing is NOT gambling! So invest smartly, and never take more risk than is necessary to achieve your goals. 

Education

  • University of Nevada, Reno

    University of Nevada, Reno

    Bachelor of Science in Finance

Accreditations, Awards & Accolades

● CFP – CERTIFIED FINANCIAL PLANNER™

● AIF® – Accredited Investment Fiduciary
● Member of TCI’s Investment Committee
● Currently pursuing CFA as a level 2 candidate
● In process of attaining MBA degree

Blog Posts:

What to do about Inflation?

May 17

The NFL Draft and Financial Markets

May 10

What to Make of Recent Tax Proposals?

May 3

Debt vs. Savings – What to Prioritize?

Apr 19

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

Adam Hicks, FPQP™

Financial Planning Associate

Addison Adelberg, FPQP™

Financial Planning Associate

Alice DeWitt

Operations

Anita Denton, FPQP™

Client Service

Art Tellez

Operations, Shareholders

Ashley Swift, MBA, FPQP™

Client Service, Shareholders

Aubree Jensen

Operations, Shareholders

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Catherine Nichols, J.D.

Operations, Shareholders

Charlie Peck

Operations, Shareholders

Christina Slater, FPQP™

Client Service

Cody Cassidy, CFP®

Advisors

Craig Coltharp, FPQP™

Client Service

Dana Sandoval, CFP®

Advisors

Danielle Larcom

Operations

Dawnette Sweet, FPQP™

Client Service, Shareholders

Debbie Hixson, FPQP™

Client Service, Shareholders

Doug Nelson, CPA, PFS

Advisors, Shareholders

Gladys Rice, FPQP™

Client Service

Guy Holman, CFP®

Advisors, Shareholders

Jen Nevenhoven

Operations, Shareholders

Jennifer Botz

Client Service

Jennifer Means, CFP®, FPQP™

Advisors, Shareholders

Joan Padar, FPQP™

Client Service

John Stephens, MD, MBA, CFA, CFP®

Advisors, Shareholders

Josh Cohen

Operations

Josh Rennie, CFP®, AIF®

Advisors

Justin Rodriguez, CFP®

Advisors

Justin Thomas, CFP®

Advisors, Shareholders

Kelly Cox, FPQP™

Operations

Ken Riebe

Advisors, Shareholders

Kim Peterson, FPQP™

Client Service

Kyle Larson, CFP®

Advisors, Shareholders

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®

Advisors

Lily Styrmoe, CFP®, CSRIC™

Advisors

Lori Booth-Houle, CPA, CFP®

Advisors, Shareholders

Marshall Riebe, FPQP™

Financial Planning Associate

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Client Service

Michael Grosso, CFP®

Advisors, Shareholders

Mickey Abeshaus, MD, CFP®

Advisors, Shareholders

Mike Sullivan, CFA

Advisors, Shareholders

Missy Eddy, MBA

Operations, Shareholders

Nicole Gaudioso, FPQP™

Operations

Rachel Kerswill

Client Service

Rachel McCullough

Financial Planning Associate

Robert Swift

Advisors, Shareholders

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Ryan Meredith

Operations

Sam Swift, CFA, CFP®, AIF®

Advisors, Retirement Plans, Shareholders

Sarah Oxford

Client Service

Scott Styrmoe, MBA, CPA, CFP®

Advisors, Shareholders

Shane Abeshaus

Operations

Shawn Williams

Client Service

Simone Gehner, LL.M

Operations

Stephanie Sutterley, FPQP™

Client Service

Tammy Morgan, FPQP™

Client Service, Shareholders

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Financial Planning Associate

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Lee, CPA, CFP®

Advisors

Get in touch with Josh Rennie, CFP®, AIF®