Lori Booth-Houle, CPA, CFP®
Advisor, Shareholder
Advisor, Shareholder
Lily Styrmoe, CFP®, CSRIC™
NEXTMarshall Riebe, FPQP™
My deepest satisfaction in the wealth management process comes from forming a genuine partnership with clients, because there is far more to their lives than their investments. I want to know my clients’ plans and aspirations for the future, how they came to be where they are in life, and what causes they’re passionate about. Making that personal connection with clients helps me help them succeed in reaching their goals.
Lori Booth-Houle, CPA, CFP®, an advisor and shareholder at TCI Wealth Advisors, earned a BS in accounting, summa cum laude from Johnson State College in Johnson, Vermont. After many years of working as a CPA in public and private accounting, Lori transitioned into wealth management, and became a CERTIFIED FINANCIAL PLANNER® in 2004. In 2009, she co-founded Moss Booth Wealth Advisors and was a shareholder and wealth advisor there. In January 2016, Moss Booth Wealth Advisors joined TCI Wealth Advisors.
Lori is a member of the American Institute of Certified Public Accountants (AICPA) as well as the AICPA’s Personal Financial Planning Section, the Arizona Society of Certified Public Accountants and the Financial Planning Association.
Lori and her husband, Craig, love the outdoors. They are members of several local nonprofit trail preservation and maintenance groups, often participating in work projects to help build and maintain trail systems in North Phoenix. They also volunteer for the McDowell Sonoran Conservancy and the Desert Foothills Mountain Bike Association. Lori and Craig enjoy active travel and outdoor activities including hiking, camping, backpacking and mountain biking with friends and family.
6929 Greenway Parkway, Suite 150
Scottsdale, Arizona 85254
Phone: (480) 991-0401
Fax: (480) 991-0574
lori.boothhoule@tciwealth.comAdam Hicks, FPQP™
Financial Planning AssociateAddison Adelberg, FPQP™
Financial Planning AssociateAlice DeWitt
OperationsAnita Denton, FPQP™
Client ServiceArt Tellez
Operations, ShareholdersAshley Swift, MBA, FPQP™
Client Service, ShareholdersAubree Jensen
Operations, ShareholdersBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceCatherine Nichols, J.D.
Operations, ShareholdersCharlie Peck
Operations, ShareholdersChristina Slater, FPQP™
Client ServiceCody Cassidy, CFP®
AdvisorsCraig Coltharp, FPQP™
Client ServiceDana Sandoval, CFP®
AdvisorsDanielle Larcom
OperationsDawnette Sweet, FPQP™
Client Service, ShareholdersDebbie Hixson, FPQP™
Client Service, ShareholdersDoug Nelson, CPA, PFS
Advisors, ShareholdersGladys Rice, FPQP™
Client ServiceGuy Holman, CFP®
Advisors, ShareholdersJen Nevenhoven
Operations, ShareholdersJennifer Botz
Client ServiceJennifer Means, CFP®, FPQP™
Advisors, ShareholdersJoan Padar, FPQP™
Client ServiceJohn Stephens, MD, MBA, CFA, CFP®
Advisors, ShareholdersJosh Cohen
OperationsJosh Rennie, CFP®, AIF®
AdvisorsJustin Rodriguez, CFP®
AdvisorsJustin Thomas, CFP®
Advisors, ShareholdersKelly Cox, FPQP™
OperationsKen Riebe
Advisors, ShareholdersKim Peterson, FPQP™
Client ServiceKyle Larson, CFP®
Advisors, ShareholdersLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®
AdvisorsLily Styrmoe, CFP®, CSRIC™
AdvisorsLori Booth-Houle, CPA, CFP®
Advisors, ShareholdersMarshall Riebe, FPQP™
Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack, MBA
Client ServiceMelissa Plenge, FPQP™
Client ServiceMichael Grosso, CFP®
Advisors, ShareholdersMickey Abeshaus, MD, CFP®
Advisors, ShareholdersMike Sullivan, CFA
Advisors, ShareholdersMissy Eddy, MBA
Operations, ShareholdersNicole Gaudioso, FPQP™
Client ServiceRachel Kerswill
Client ServiceRachel McCullough
Financial Planning AssociateRobert Swift
Advisors, ShareholdersRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceRyan Meredith
OperationsSam Swift, CFA, CFP®, AIF®
Advisors, Retirement Plans, ShareholdersSarah Oxford
Client ServiceScott Styrmoe, MBA, CPA, CFP®
Advisors, ShareholdersShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M
OperationsStephanie Sutterley, FPQP™
Client ServiceSteve Glassberg
OperationsTammy Morgan, FPQP™
Client Service, ShareholdersToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
Financial Planning AssociateValerie Farris, FPQP™
Client Service, Retirement PlansVanessa Lee, CPA, CFP®
Advisors6929 Greenway Parkway, Suite 150
Scottsdale, Arizona 85254
Phone: (480) 991-0401
Fax: (480) 991-0574
lori.boothhoule@tciwealth.com