Michael Grosso, CFP®
Advisor, Shareholder
Advisor, Shareholder
Meredith Dean, RICP®
Michael Preis, CFA®
Michael Grosso, CFP®, brings over twenty-five years of financial services experience to his role as an advisor and shareholder at TCI Wealth Advisors. After earning his dual bachelor’s degree in Finance and Marketing at Arizona State University, he was a consultant at Charles Schwab to over 100 Independent Registered Investment Advisory firms throughout the Four Corners Region. There he was able to assist many small business owners in the financial services industry. With a desire to work with clients directly, he continued his education by receiving his CERTIFIED FINANCIAL PLANNER™ designation in 2008. Soon after, he joined TCI by opening the Scottsdale office where he continues to help individuals and families achieve their financial goals.
Michael’s clients include those of high-net worth, at least $1 million in assets, with specific experience with clients over $5 million in assets. He serves as a trusted advisor for holistic financial planning which includes understanding the future goals of every client. Michael recognizes that wealth planning is more emotional than financial and works alongside his clients as a friend and mentor to provide financial peace of mind and a clear understanding moving forward. His business philosophy is to always place the client first. He consistently looks for ways to educate and articulate the differences in working with a firm where the business model consistently attempts to remove conflicts of interest. TCI is reshaping the financial services industry by offering fee-only services and he is an industry leader within the greater Phoenix area.
Outside the office, Michael is an avid ASU alumni and supporter, completing six years on the ASU Alumni Association’s National Alumni Council. You can routinely find him supporting ASU Athletics as a Sol Devil. He is also a life member of the Executive Council 70 (EC70), a group of working professionals dedicated to organizing and providing volunteers for fundraising activities to fund Executive Council Charities’ grant program. During his nine years with EC70, the organization raised over $30 million all designated to support Arizona’s youth. In 2017 and 2018, Michael was in the top five of all fundraisers securing over $300,000 annually for local children’s charities. Personally, he enjoys all outdoor activities; specifically golfing, biking and hiking both locally as well as in Northern Arizona where he spends most of his free time.
6929 Greenway Parkway, Suite 150
Scottsdale, Arizona 85254
Phone: (480) 991-0401
michael.grosso@tciwealth.comEducation
Arizona State University
Bachelor of Science in Finance and MarketingAccreditations, Awards & Accolades
Hobbies & INTEREST
Sports Fan
Golfing
Hiking
Outdoors
Fishing
Aaron Seese
OperationsAddison Adelberg, CFP®
AdvisorAdrian Sandoval
OperationsAlice DeWitt
Operations, ManagementAmy Richardson, CFP®, CWS®, MBA, CPWA®
Shareholder, ManagementAnaleise Trevillyan
Client ServiceAndrea Frazer, CFP®
Financial Planning AssociateAndrew Riebe
Client ServiceAnita Denton, FPQP™
Client ServiceArt Tellez
Shareholder, ManagementAshley Boykin
Financial Planning AssociateAshley Swift, MBA, FPQP™
Shareholder, ManagementAubree Jensen, MBA
Shareholder, ManagementBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceBill Moss
Tci EmeritusBrad Hostetler
Financial Planning AssociateCarolina Gillis
OperationsCasey O’Donovan
Financial Planning AssociateCatherine Nichols, J.D.
OperationsCharlie Peck
Shareholder, ManagementCheri Bustamante
OperationsCody Cassidy, CFP®
Advisor, ShareholderConnie Chan
Financial Planning AssociateConnor Conine, MBA
Client ServiceConnor Sullivan
OperationsCraig Coltharp, FPQP™
Client ServiceDanielle Burgess
Client ServiceDanielle Larcom
OperationsDawnette Sweet, FPQP™, CEP®
Client Service, ShareholderDebbie Hixson, FPQP™
Shareholder, ManagementDevon Brown
Financial Planning AssociateDouglas L. Nelson, CPA, PFS
Advisor, ShareholderEden Bailey, FPQP™
Client ServiceGuy Holman, CFP®
Advisor, ShareholderHank Peck
Tci EmeritusHayley Malone, CPA
Financial Planning AssociateHeather Skay
Client ServiceJack Kilkenny
OperationsJen Nevenhoven
Shareholder, ManagementJennifer Means, MBA, CFP®
Advisor, ShareholderJennifer Olson
ManagementJerico Maddela, MBA, CFP®, AIF®, CWS®
AdvisorJessica Nelson, PhD, LMFT
ManagementJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Baird
OperationsJosh Rennie, MBA, CFP®, AIF®
AdvisorJuan Sicco, CFA
Financial Planning AssociateJustin Rodriguez, CFP®
Advisor, ShareholderJustin Thomas, CFP®
Advisor, ShareholderKayla Marjanović
OperationsKelly Cox, FPQP™
OperationsKelly Weber
Client ServiceKen Riebe
Advisor, ShareholderKenzie Trusela
Client ServiceKim Peterson, FPQP™
Client ServiceKristen Zaitz
Client ServiceKristofer Lyons, CFP®, CWS®, ChFC®
AdvisorKyle Larson, CFP®
Advisor, ShareholderLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®, MBA
Advisor, ShareholderLily Graves, CFP®, CSRIC™
Advisor, ShareholderLisa Reinhardt
Client ServiceLori Booth-Houle
Tci EmeritusLuis Yanez
Financial Planning AssociateMaggie Puig
OperationsMarshall Riebe, M.S., FPQP™
Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack, MBA
Client ServiceMelissa Plenge, FPQP™
ManagementMeredith Dean, RICP®
Financial Planning AssociateMichael Grosso, CFP®
Advisor, ShareholderMichael Preis, CFA®
ManagementMichaela Pettijohn
OperationsMickey Abeshaus, MD, CFP®
Advisor, ShareholderMike Sullivan
Tci EmeritusMiranda Soeder, FPQP™
Client ServiceMissy Eddy, MBA
Shareholder, ManagementNicole Gaudioso, FPQP™
OperationsRob Rynders, CFP®, CAP®
AdvisorRobert Swift
Tci EmeritusRory Barnes
OperationsRyan Halvorson, CFP®
AdvisorSam Gomez
Client ServiceSam Swift, CFA, CFP®, AIF®
Advisor, Shareholder, ManagementSarah Oxford, FPQP™
Client ServiceScott Bennett, CFP®
Advisor, ShareholderScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M, IACCP®
Shareholder, ManagementSkylar Robles
Client ServiceStephanie Sutterley, FPQP™
Client ServiceTara Murphy
OperationsThomas Savage
Financial Planning AssociateTom Logan, CFP®
Financial Planning AssociateToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
AdvisorValeria Larreategui
Client ServiceVanessa Burke Lee, MBA, CPA, CFP®, CFT™
Advisor, Shareholder6929 Greenway Parkway, Suite 150
Scottsdale, Arizona 85254
Phone: (480) 991-0401
michael.grosso@tciwealth.com