Michael Preis, CFA® portrait

Michael Preis, CFA®

Client Service

At TCI, we measure success through the positive impact we have on the lives we serve. As Chief Investment Officer, my role is to help deliver an investment experience that gives our clients the greatest odds of success, anchored in long-term planning and rooted in time-tested principles. I’m passionate about demystifying investment markets, but even more so about helping clients build the confidence that comes from a sound, disciplined approach.

Prior to finding a professional home at TCI, I spent 15 years with Dimensional Fund Advisors serving the independent advice industry. I earned my MBA from the University of Texas at Austin and my undergraduate degree from the University of Southern California. I’m also a CFA® Charterholder.

Outside of work, I’m happiest reading, staying active and going on new adventures with my wife, Taylor. In both life and investing, I’m a firm believer that time, combined with sound principles, creates the ultimate resource. A relentless focus on what you can control is the surest path to peace with what you can’t.

Awards

What’s one financial tip you swear by?

Investment markets are governed by an elegant set of timeless principles. The key is to design and manage strategies that reflect those principles, and then maintain the confidence, through both thick and thin, to stick with them.

Awards

What are three fun facts about you?

  1. I’m a proud Louisiana native, and my roots tend to show especially when I’m making a pot of homemade gumbo (which may or may not have helped win my wife’s heart!).
  2. In 2016, I became a certified catamaran captain through the American Sailing Association. Since then, I’ve led sailing trips through the British Virgin Islands and the Bahamas. My dream charter? Fiji or the Whitsundays in Australia.
  3. The most influential book I’ve ever read about investing isn’t technically about investing, Thinking, Fast and Slow by Daniel Kahneman. It’s a powerful exploration of human behavior and creates an awareness that we can apply to become better investors.
passion

Describe your passion for the industry and your role:

When I was 16, a career assessment told me I should be either a coach or a doctor. After more than 20 years in the financial services industry, I’ve come to realize that the most impactful way to serve others is by combining the best of both. You serve as a coach by leading clients to realize their inner potential and you serve as a doctor by generously applying your expertise to enhance their quality of life.

Get in touch with Michael Preis, CFA®

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

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Connor Sullivan

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Danielle Larcom

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Dawnette Sweet, FPQP™, CEP®

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Debbie Hixson, FPQP™

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Devon Brown

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Douglas L. Nelson, CPA, PFS

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Eden Bailey, FPQP™

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Hank Peck

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Hayley Malone, CPA

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Heather Skay

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Jack Kilkenny

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Jen Nevenhoven

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Jennifer Means, MBA, CFP®

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Jennifer Olson

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Jerico Maddela, MBA, CFP®, AIF®, CWS®

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Jessica Nelson, PhD, LMFT

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John Stephens, MD, MBA, CFA, CFP®

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Josh Baird

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Josh Cohen

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Josh Rennie, MBA, CFP®, AIF®

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Juan Sicco, CFA

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Justin Rodriguez, CFP®

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Justin Thomas, CFP®

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Kayla Marjanović

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Kelly Cox, FPQP™

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Kelly Weber

Client Service

Ken Riebe

Advisor, Shareholder

Kenzie Trusela

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Kim Peterson, FPQP™

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Kristen Zaitz

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Kristofer Lyons, CFP®, CWS®, ChFC®

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Kyle Larson, CFP®

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Lauren Janky, FPQP™

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Lauren Williams, CFP®, MBA

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Lily Graves, CFP®, CSRIC™

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Lisa Reinhardt

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Lori Booth-Houle

Tci Emeritus

Luis Yanez

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Maggie Puig

Operations

Marshall Riebe, M.S., FPQP™

Financial Planning Associate

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

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Melissa Plenge, FPQP™

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Meredith Dean, RICP®

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Michael Grosso, CFP®

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Michael Preis, CFA®

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Michaela Cosentino

Operations

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan

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Miranda Soeder, FPQP™

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Missy Eddy, MBA

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Rob Rynders, CFP®

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Tci Emeritus

Rory Barnes

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Ryan Halvorson, CFP®

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Sam Gomez

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Sam Swift, CFA, CFP®, AIF®

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Sarah Oxford, FPQP™

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Scott Bennett, CFP®

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Shawn Williams

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Skylar Robles

Client Service

Stephanie Sutterley, FPQP™

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Thomas Savage

Financial Planning Associate

Tom Logan, CFP®

Financial Planning Associate

Toni Bilesimo, FPQP™

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Operations

Get in touch with Michael Preis, CFA®