Lisa Reinhardt portrait

Lisa Reinhardt

Client Service

Two of my strongest traits are my discipline and passion to help others. As a relationship associate at TCI, I utilize both to ensure my work is thoughtful and to build strong lasting relationships. In my personal life, my discipline shines as I love to run, practice yoga and lift weights.  

Originally from outside of Milwaukee, I am happy to call Phoenix home. (I sure don’t miss Midwest Winters!) My family and friends are my most treasured assets especially my son and daughter. When I am not working, I enjoy spending time with my kids, staying active and supporting various organizations in our community.

Awards

What is your favorite holiday?

Hands down my favorite holiday is Thanksgiving because it’s about sitting down for a delicious meal, spending time with family and friends and being grateful for the blessings in our lives.

passion

Describe your passion for the industry and your role:

I absolutely love my job! Helping others reach their goals financially and personally brings me great joy.

community

What do you love about where you live/your community?

My neighborhood is hidden treasure in Phoenix. I absolutely love our little community because we really know everyone’s name and we look out for each other. I’m never moving!

Get in touch with Lisa Reinhardt

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

Adam Hicks, CFP®

Financial Planning Associate

Addison Adelberg, FPQP™

Financial Planning Associate

Adrian Sandoval

Operations

Alice DeWitt

Operations

Andrew Riebe

Client Service

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®

Operations

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholders

Debbie Hixson, FPQP™

Client Service, Shareholders

Doug Nelson, CPA, PFS

Advisors, Shareholders

Eden Bailey

Client Service

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

Juan Sicco

Operations

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

Lisa Reinhardt

Client Service

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

Miranda Soeder

Client Service

Missy Eddy, MBA

Operations, Shareholders

Nicole Gaudioso, FPQP™

Operations

Rachel McCullough

Financial Planning Associate

Rina Johari

Client Service

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 Lisa Reinhardt