Kelly Cox, FPQP™
Operations
Operations
Kayla Marjanović
NEXTKen Riebe
Kelly Cox, FPQP™, is a Senior Operations Associate at TCI Wealth Advisors. She earned her Bachelor of Business degree at Northern Arizona University. Theatrical by nature, you can often find Kelly singing “Show Tunes” in her office!
When not at TCI, Kelly enjoys time with her children, Emma and Cole, mountain biking, hiking, boating and spending summertime at their ranch in Parks, Arizona.
Phone: 480-991-0401
Fax: 480-991-0574
Kelly.Cox@tciwealth.comAddison Adelberg, FPQP™
Advisor, Financial Planning AssociateAdrian Sandoval
OperationsAlice DeWitt
OperationsAndrew Riebe
Client ServiceAnita Denton, FPQP™
Client ServiceArt Tellez
Operations, ShareholderAshley Swift, MBA, FPQP™
Client Service, ShareholderAubree Jensen
Operations, ShareholderBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceCarolina Gillis
Client ServiceCatherine Nichols, J.D.
Operations, ShareholderCharlie Peck
Operations, ShareholderCheri Bustamante
OperationsChristina Slater, FPQP™
Client ServiceCody Cassidy, CFP®
AdvisorConnor Sullivan
OperationsCraig Coltharp, FPQP™
Client ServiceDana Sandoval, CFP®
OperationsDanielle Larcom
OperationsDawnette Sweet, FPQP™, CEP®
Client Service, ShareholderDebbie Hixson, FPQP™
Client Service, ShareholderDouglas L. Nelson, CPA, PFS
Advisor, ShareholderEden Bailey
Client ServiceGladys Rice, FPQP™
Client ServiceGuy Holman, CFP®
Advisor, ShareholderJen Nevenhoven
Operations, ShareholderJennifer Botz
Client ServiceJennifer Means, CFP®, FPQP™
Advisor, ShareholderJessica Nelson, PhD, LMFT
Financial Planning AssociateJoan Padar, FPQP™
Client ServiceJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Cohen
OperationsJosh Rennie, CFP®, AIF®
AdvisorJuan Sicco
OperationsJustin Rodriguez, CFP®
Advisor, ShareholderJustin Thomas, CFP®
Advisor, ShareholderKayla Marjanović
OperationsKelly Cox, FPQP™
OperationsKen Riebe
Advisor, ShareholderKim Peterson, FPQP™
Client ServiceKyle Larson, CFP®
Advisor, ShareholderLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®
AdvisorLily Styrmoe, CFP®, CSRIC™
AdvisorLisa Reinhardt
Client ServiceLori Booth-Houle, CPA, CFP®
Advisor, ShareholderMarshall Riebe, FPQP™
Advisor, Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack, MBA
Client ServiceMelissa Plenge, FPQP™
Client ServiceMichael Grosso, CFP®
Advisor, ShareholderMickey Abeshaus, MD, CFP®
Advisor, ShareholderMike Sullivan, CFA
Advisor, ShareholderMiranda Soeder
Client ServiceMissy Eddy, MBA
Operations, ShareholderMJ Brehm
Client ServiceMorgan Bell
Client ServiceNicole Gaudioso, FPQP™
OperationsRachel McCullough
Advisor, Financial Planning AssociateRobert Swift
Advisor, ShareholderRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceRyan Meredith
OperationsSam Swift, CFA, CFP®, AIF®
Advisor, Retirement Plans, ShareholderSarah Oxford
Client ServiceScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M, IACCP®
OperationsStephanie Sutterley, FPQP™
Client ServiceTammy Morgan, FPQP™
Client Service, ShareholderTom Logan
Financial Planning AssociateToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
Advisor, Financial Planning AssociateValerie Farris, FPQP™
Client Service, Retirement PlansVanessa Burke Lee, CPA, CFP®
AdvisorPhone: 480-991-0401
Fax: 480-991-0574
Kelly.Cox@tciwealth.com