Michael Preis, CFA®
Client Service
Client Service
Michael Grosso, CFP®
Michaela Cosentino
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.
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.
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.
6929 E. Greenway Pkwy. Ste. 150
Scottsdale, AZ 85254
Phone: (480) 991-0401
mike.preis@tciwealth.comEducation
University of Texas-Austin
Master's in Business AdministrationUniversity of Southern California
Bachelor of Science in FinanceAccreditations, Awards & Accolades
● CFA® Charterholder
● NASD Series 7, 63, 24 certifications
Michael's Picks
Hobbies & INTEREST
Sports Fan
Golf
Travel
Cooking
Addison Adelberg, CFP®
AdvisorAdrian Sandoval
OperationsAlice DeWitt
OperationsAmy Richardson, CFP®, CWS®, MBA, CPWA®
Client Service, ShareholderAnaleise Trevillyan
Client ServiceAndrea Frazer, CFP®
Financial Planning AssociateAndrew Riebe
OperationsAnita Denton, FPQP™
Client ServiceArt Tellez
Client Service, ShareholderAshley Boykin
Client ServiceAshley Swift, MBA, FPQP™
Operations, ShareholderAubree Jensen, MBA
Operations, ShareholderBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceBill Moss
Tci EmeritusBrad Hostetler
Financial Planning AssociateBrooke Williams
Client ServiceCarolina Gillis
OperationsCasey O’Donovan
Financial Planning AssociateCatherine Nichols, J.D.
Operations, ShareholderCharlie Peck
Operations, ShareholderCheri Bustamante
OperationsChristina Slater, MBA, FPQP™
Client ServiceCody Cassidy, CFP®
Advisor, ShareholderConnie Chan
Financial Planning AssociateConnor Sullivan
OperationsCraig Coltharp, FPQP™
Client ServiceDanielle Burgess
Client ServiceDanielle Larcom
OperationsDawnette Sweet, FPQP™, CEP®
Client Service, ShareholderDebbie Hixson, FPQP™
Client Service, ShareholderDevon Brown
Financial Planning AssociateDouglas L. Nelson, CPA, PFS
Advisor, ShareholderEden Bailey, FPQP™
Client ServiceErica Goldson
Client ServiceGuy Holman, CFP®
Advisor, ShareholderHank Peck
Tci EmeritusHayley Malone, CPA
Financial Planning AssociateHeather Skay
Client ServiceJack Kilkenny
OperationsJen Nevenhoven
Operations, ShareholderJennifer Means, MBA, CFP®
Advisor, ShareholderJennifer Olson
Client ServiceJerico Maddela, MBA, CFP®, AIF®, CWS®
AdvisorJessica Nelson, PhD, LMFT
Financial Planning AssociateJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Baird
OperationsJosh Cohen
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™
Client ServiceMeredith Dean, RICP®
Financial Planning AssociateMichael Grosso, CFP®
Advisor, ShareholderMichael Preis, CFA®
Client ServiceMichaela Cosentino
OperationsMickey Abeshaus, MD, CFP®
Advisor, ShareholderMike Sullivan
Tci EmeritusMiranda Soeder, FPQP™
Client ServiceMissy Eddy, MBA
Operations, ShareholderNicole Gaudioso, FPQP™
OperationsRob Rynders, CFP®
Financial Planning AssociateRobert Swift
Tci EmeritusRory Barnes
OperationsRyan Halvorson, CFP®
AdvisorSam Gomez
Client ServiceSam Swift, CFA, CFP®, AIF®
Advisor, Retirement Plans, ShareholderSarah Oxford, FPQP™
Client ServiceScott Bennett, CFP®
Advisor, ShareholderScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M, IACCP®
Operations, ShareholderSkylar Robles
Client ServiceStephanie Sutterley, FPQP™
Client ServiceThomas Savage
Financial Planning AssociateTom Logan, CFP®
Financial Planning AssociateToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
Operations6929 E. Greenway Pkwy. Ste. 150
Scottsdale, AZ 85254
Phone: (480) 991-0401
mike.preis@tciwealth.com