Lily Styrmoe, CFP®, CSRIC™ portrait

Lily Styrmoe, CFP®, CSRIC™

Advisor

I’ve lived in Arizona most of my life and love the mountains, the mix of culture and even the hot weather. Growing up and going to school here has given me a healthy respect for our environment, an appreciation for adventure, and a genuine love for the outdoors; passion I apply to every aspect of my personal and professional life.

I spend as much time outdoors as possible; backpacking, river rafting, rock climbing, running, biking, playing tennis and more. When not outside, I’m usually spending time with my family, cooking them meals and trying new recipes. I truly enjoy the incredible cuisine, outdoor opportunities, and all the cultural diversity Arizona has to offer.

Before becoming a Financial Advisor for TCI, I spent years as a backpacking and river rafting guide in the Grand Canyon. While not the career path most financial advisors typically take, my vast experience as a backcountry guide prepared me for my current role as a CERTIFIED FINANCIAL PLANNER™ in a variety of wonderful ways from preparation to planning to putting others first.

Sure, the “summits” are somewhat different, but the approach to success is very similar in each guidance role. Helping people overcome obstacles and rise to challenges. Ensuring that those you’re leading are successful and stay on track, every step of the way. Building trusted, transparent relationships with those around me. Developing and sticking to a well-thought out plan. Starting at the bottom, and working together to reach the top. And of course, relying on expertise, experience and true guidance to achieve your goal.

I have always loved helping people. It may sound cliché, but for me, guiding others and a goal-driven approach to life is in my DNA. My clients’ needs always come first, and this client-centric care is also a core belief at TCI who put as much focus on fostering relationships as they do on fiduciary responsibility. Dedication to ensuring my clients are well informed and well-cared for – that they’re happy and successful – is paramount for me and what I’m proudest of.

I grew up as the daughter of a successful financial planner and graduated Magna Cum Laude at Northern Arizona University with a degree in Environmental Studies, so financial planning and planet earth are equally important to me. As such, my particular area of expertise is in sustainable, responsible and impact investing – aligning your long term investment strategy and overarching financial plan with your core values, specifically environmental and socially responsible focused goals.

Whatever your goals may be, I believe that a fear of failure should never stop someone from pursuing what is important to them. With sound planning, experienced support, and a good strategy in place, you can achieve your financial dreams!

I would love the opportunity to be your expert guide on this investment journey, ensuring you have the proper plan and people around you to reach the summit of your success.

favorite

Favorite part of TCI:

I have always loved helping people. It may sound cliche, but for me, guiding others and a goal-driven approach to life is in my DNA. My clients’ needs always come first, and this client-centric care is also a core belief at TCI.

The TCI philosophy and the people are what I love most about working here. They put as much focus on fostering relationships as they do on fiduciary responsibility, and that approach aligns with mine. Dedication to ensuring my clients are well informed and well-cared for – that they’re happy and successful – is paramount for me and what I’m proudest of.

freetime

What do you like to do in your free time?

Before becoming an Advisor for TCI, I spent years as a backpacking and river rafting guide in the Grand Canyon. I am passionate about the environment and still spend as much time outdoors as possible; backpacking, river rafting, rock climbing, running, biking, playing tennis and more.

Get in touch with Lily Styrmoe, CFP®, CSRIC™

Lily's financial tips

Have an emergency fund and keep it separate from your standard checking or savings account. Having it “out of sight, out of mind” and not being able to see it every day will help you not dip into those funds unless it’s absolutely necessary!

Education

  • Northern Arizona University

    Northern Arizona University

    Bachelor of Arts in Environmental Studies

Accreditations, Awards & Accolades

  • CERTIFIED FINANCIAL PLANNER™ 
  • Chartered SRI Counselor™
  • SRI Conference 30 Under 30 Award-Winner
  • Graduated Magna Cum Laude at Northern Arizona University
  • Board Member for TCAI (Take Charge Arizona Institute)
  • Wilderness First Responder

The Latest from Lily:

How Separately Managed Accounts Help Clients Reach their Goals

Feb 1

Pets – Companionship and Expenses

Aug 9

What You Should Know About SDGs and Sustainable Investing

Jun 14

The History of ESG

Oct 22

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