Lisa Romero portrait

Lisa Romero

Operations

Lisa Romero is a communications and brand strategist, team builder, and strategic storyteller with more than three decades of experience helping mission-driven organizations define and express who they are in ways that are thoughtful, powerful, and credible. Lisa believes that at its best, effective brand communication does more than just inform. It shapes how people understand and connect, and sits at the heart of every strong company.

Lisa has worked across corporate, nonprofit, science, health, and higher education sectors, partnering with leaders to translate organizational goals and concepts into communication that is accessible and relevant.

Before assuming her role as Manager of Communications and Public Relations at TCI Wealth Advisors, Lisa spent 14 years at the University of Arizona, most recently serving as Associate Vice President of Communications and Marketing, and previously, as executive director of public affairs and engagement for the BIO5 Institute. There, she built strategic platforms and teams that elevated visibility, advanced thought leadership, and connected highly technical work to broader audiences. Prior to that, Lisa served as Director of Communications and Strategic Engagement at the Critical Path Institute (C-Path).

Today, her focus at TCI is simple in concept, but nuanced in execution. Lisa helps the firm show up in a way that reflects both the depth of its expertise and the humanity behind it. In a relationship-driven business, she cares deeply about work that is grounded in purpose and considers how content feels as much as how it performs, long before a first conversation ever takes place.

As a Tucson native who has also raised her children here, Lisa is proud to contribute to causes and organizations that positively shape our community, create meaningful connections, and further opportunity in our region. She has had the good fortune to hold leadership roles in nine high-profile Southern Arizona organizations and advise numerous executives and companies throughout her career.

Awards

What are three fun facts about yourself?

  1. I am a grandmother of eight.
  2. I love planning travel as much as the travel itself, and I love designing a home as much as living in it.
  3. I am an extreme introvert but have trained myself to operate effectively in a field often dominated by extroverts.
happiness

What brings you happiness and fulfillment in your life?

My greatest happiness and fulfillment come from my family, meaningful work, supportive friendships, travel, and the everyday joy of spending time with my dogs.

Get in touch with Lisa Romero

Education

  • Arizona State University

    Arizona State University

    BS Justice Studies

Accreditations, Awards & Accolades

  • Public Relations Society of America, Southern Arizona Career Impact Award, 2024
  • University of Arizona Woman of Impact Award, 2023
  • University of Arizona Team Award for Excellence, 2017
  • University of Arizona Academic Leadership Institute Fellow, 2013-2014

Hobbies & INTEREST

Traveling

Traveling

Foodie

Foodie

Photography

Photography

Hiking

Hiking

Home Improvement

Home Improvement

Blog Posts:

The Importance of a Mid-Year Financial Review

Jul 29

Happiness vs. Satisfaction: Why It Matters More Than You Think 

Jun 26

The Greatest Team I’ll Ever Coach: Reflections on My First Father’s Day 

Jun 20

When Consumer Sentiment and Reality Diverge

May 29

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

Adam Sullivan

Advisor

Addison Adelberg, CFP®

Advisor

Adrian Sandoval

Management

Alice DeWitt

Management

Amy Richardson, CFP®, CWS®, MBA, CPWA®

Shareholder, Management

Analeise Trevillyan

Client Service

Andrea Frazer, CFP®

Financial Planning Associate

Andrew Riebe

Financial Planning Associate

Andy Martinez

Financial Planning Associate

Anita Denton, FPQP™

Client Service

Art Tellez

Shareholder, Management

Ashley Boykin

Financial Planning Associate

Ashley Swift, MBA, FPQP™

Shareholder, Management

Aubree Jensen, MBA

Shareholder, Management

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Bill Moss

Tci Emeritus

Brad Hostetler, CFP®

Financial Planning Associate

Carolina Gillis

Operations

Casey O’Donovan, CFP®

Advisor

Catherine Nichols, J.D.

Tci Emeritus

Charlie Peck

Shareholder, Management

Cheri Bustamante

Operations

Cody Cassidy, CFP®

Advisor, Shareholder

Connie Chan

Financial Planning Associate

Connor Conine, MBA

Client Service

Connor Sullivan

Operations

Craig Coltharp, FPQP™

Client Service

Danielle Burgess

Client Service

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholder

Debbie Hixson, FPQP™

Shareholder, Management

Devon Brown

Client Service

Douglas L. Nelson, CPA, PFS

Tci Emeritus

Dylan Gibson

Operations

Eden Bailey, FPQP™

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Hailey Pakkala

Client Service

Hank Peck

Tci Emeritus

Hayley Malone, CPA

Advisor

Heather Skay

Client Service

Isaac Walshaw, CFP®

Financial Planning Associate

Jack Kilkenny

Operations

Jen Nevenhoven

Shareholder, Management

Jennifer Means, MBA, CFP®

Advisor, Shareholder

Jennifer Olson

Management

Jerico Maddela, MBA, CFP®, AIF®, CWS®

Advisor

Jessica Nelson, PhD, LMFT

Financial Planning Associate, Management

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

Josh Baird

Operations

Josh Fisher

Client Service

Josh Rennie, MBA, CFP®, AIF®

Advisor

Juan Sicco, CFA, CFP®

Financial Planning Associate

Justin Rodriguez, CFP®

Advisor, Shareholder

Justin Thomas, CFP®

Advisor, Shareholder

Kayla Marjanović

Operations

Kelly Cox, FPQP™

Operations

Kelly Weber

Client Service

Ken Riebe

Advisor, Shareholder

Kenzie Trusela

Client Service

Kim Peterson, FPQP™

Client Service

Kristen Zaitz

Client Service

Kristofer Lyons, CFP®, CWS®, ChFC®, CAP®

Advisor

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Stevenson

Client Service

Lauren Williams, CFP®, MBA

Advisor, Shareholder

Lily Graves, CFP®, CSRIC™

Advisor, Shareholder

Lisa Reinhardt

Client Service

Lisa Romero

Operations

Lori Booth-Houle

Tci Emeritus

Luis Yanez

Financial Planning Associate

Maggie Puig

Operations

Makayla Maher

Client Service

Marshall Riebe, M.S., FPQP™

Advisor

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Management

Michael Grosso, CFP®

Advisor, Shareholder

Michael Preis, CFA®

Michaela Pettijohn

Operations

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan

Tci Emeritus

Missy Eddy, MBA

Shareholder, Management

Nicole Gaudioso, FPQP™

Operations

Rob Rynders, CFP®, CAP®

Advisor

Robbie Petrillo, QPA™, QKA®

Advisor

Robert Swift

Tci Emeritus

Rory Barnes

Operations

Ryan Halvorson, CFP®

Advisor, Shareholder, Management

Sam Gomez

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisor, Shareholder, Management

Sarah Oxford, FPQP™

Client Service

Saul Lopez

Operations

Scott Bennett, CFP®

Advisor, Shareholder

Scott Styrmoe, MBA, CPA, CFP®

Advisor, Shareholder

Shane Abeshaus

Operations

Simone Gehner, LL.M, IACCP®

Shareholder, Management

Skylar Robles

Client Service

Stephanie Sutterley, FPQP™

Client Service

Tara Murphy

Operations

Thomas Savage

Financial Planning Associate

Tom Logan, CFP®

Financial Planning Associate

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, SHRM-CP, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Advisor

Valeria Larreategui

Client Service

Vanessa Burke Lee, MBA, CPA, CFP®, CFT™

Advisor, Shareholder

Get in touch with Lisa Romero