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Kelly Cox, FPQP™

Operations

Kelly Cox, FPQP™, serves as an 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.

Get in touch with Kelly Cox, FPQP™

  • 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

Christina Slater, FPQP™

Client Service

Cody Cassidy, CFP®

Advisors

Craig Coltharp

Client Service

Dana Sandoval, CFP®

Advisors

Danielle Larcom

Operations

Dawnette Sweet, FPQP™

Client Service, Shareholders

Debbie Hixson, FPQP™

Client Service

Doug Nelson, CPA, PFS

Advisors, Shareholders

Gladys Rice, FPQP™

Client Service

Guy Holman, CFP®

Advisors, Shareholders

Jen Nevenhoven

Operations

Jennifer Botz

Client Service

Jennifer Means, CFP®, FPQP™

Advisors

Joan Padar

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

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®

Advisors

Lea Brown, FPQP™

Client Service

Lily Styrmoe, CFP®, CSRIC™

Advisors

Liz Polakoff, FPQP™

Operations

Lori Booth-Houle, CPA, CFP®

Advisors, Shareholders

Marshall Riebe, FPQP™

Financial Planning Associate

Mary Hardy, FPQP™

Client Service

Matt Schmack

Client Service

Melissa Klemp, FPQP™

Client Service

Michael Grosso, CFP®

Advisors, Shareholders

Mickey Abeshaus, MD, CFP®

Advisors, Shareholders

Mike Sullivan, CFA

Advisors, Shareholders

Missy Eddy

Operations, Shareholders

Nicole Gaudioso, FPQP™

Client Service

Rachel Kerswill

Client Service

Rachel McCullough

Financial Planning Associate

Robert Swift

Advisors, Shareholders

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

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

Steve Glassberg

Operations

Tammy Morgan, FPQP™

Client Service, Shareholders

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane

Financial Planning Associate

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Lee, CPA, CFP®

Advisors