Robert Swift
Advisor, Shareholder
Advisor, Shareholder
Rob Rynders
Rory Barnes
My passion for this industry comes from the direct impact TCI can have on people by helping them understand the interplay between the different aspects of their financial life. It is so exciting to show people, perhaps for the first time, the possibilities that are available to them with good planning and sound investment advice.
Bob Swift founded TCI Wealth Advisors (“TCI”) in 1990 as The Conservative Investor. Bob recognized that individuals desired more information concerning financial planning and investing than they were receiving and they specifically were looking for help on how they could manage their own assets. Over time, these investors started asking Bob to assist them by delegating their portfolio management to him. The Conservative Investor has evolved into TCI Wealth Advisors, a full service wealth consultative firm, and has grown into one of the largest independent Registered Investment Advisory firms in the West.Bob served as the CEO of TCI for 25 years and recently transitioned that role to the next generation of leaders at TCI. He is now able to devote all his time to being an advisor and focusing on his true passions: advising and educating clients and mentoring future leaders of TCI. Bob is committed to making TCI a 100-year firm that will be around for not only our clients and employees today, but for their children and grandchildren in the future.
Bob is passionate about serving clients and educating others about the financial industry, especially those who typically do not have the opportunity to financial guidance. In 2011, Bob launched the ASPIRE by TCI program aimed at providing young professionals with access to sound financial planning and investment management as they start down the path of defining and achieving their financial goals. In 2014, Bob and his wife, Lisa Swift, founded the TCI Foundation, a non-profit that provides financial education and counseling at no charge to individuals who would not typically have access to an unbiased professional financial advisor.
Bob received his Bachelor of Science degree from the University of Kansas, which he attended on a football scholarship. Bob, Lisa and their two grown children, Sam and Jessica, are avid supporters of the University of Arizona and the Tucson community. Bob is very young at heart and enjoys everything that an aging athlete can: tennis, destination golf, hiking, as well as a lot of reading on the treadmill at the gym. He proudly wrote a song for his wife’s 60th birthday.
4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) 733-1488
robert.swift@tciwealth.comAddison Adelberg, CFP®, FPQP™
Financial Planning AssociateAdrian Sandoval
OperationsAlice DeWitt
OperationsAndrew Riebe
Client ServiceAnita Denton, FPQP™
Client ServiceArt Tellez
Client Service, ShareholderAshley Swift, MBA, FPQP™
Operations, ShareholderAubree Jensen, MBA
Operations, ShareholderBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceBritteny Battle, FPQP™
Client ServiceCarolina Gillis
Client ServiceCatherine Nichols, J.D.
Operations, ShareholderCharlie Peck
Operations, ShareholderCheri Bustamante
OperationsChristina Slater, FPQP™
Client ServiceCody Cassidy, CFP®
Advisor, ShareholderConnie Chan
Financial Planning AssociateConnor Sullivan
OperationsCraig Coltharp, FPQP™
Client ServiceDana Sandoval, CFP®
OperationsDanielle 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 ServiceGladys Rice, FPQP™
Client ServiceGuy Holman, CFP®
Advisor, ShareholderJack Kilkenny
OperationsJen Nevenhoven
Operations, ShareholderJennifer Botz
Client ServiceJennifer Means, MBA, CFP®
Advisor, ShareholderJessica Nelson, PhD, LMFT
Financial Planning AssociateJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Cohen
OperationsJosh Rennie, MBA, CFP®, AIF®
AdvisorJuan Sicco
OperationsJustin Rodriguez, CFP®
Advisor, ShareholderJustin Thomas, CFP®
Advisor, ShareholderKayla Marjanović
OperationsKelly Cox, FPQP™
OperationsKelly Weber, FPQP™
Client ServiceKen Riebe
Advisor, ShareholderKim Peterson, FPQP™
Client ServiceKristen Zaitz
Client ServiceKyle Larson, CFP®
Advisor, ShareholderLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®
Advisor, ShareholderLily Styrmoe, CFP®, CSRIC™
Advisor, ShareholderLisa Reinhardt
Client ServiceMarshall Riebe, FPQP™
Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack, MBA
Client ServiceMelissa Plenge, FPQP™
Client ServiceMichael Grosso, CFP®
Advisor, ShareholderMickey Abeshaus, MD, CFP®
Advisor, ShareholderMiranda Soeder, FPQP™
Client ServiceMissy Eddy, MBA
Operations, ShareholderMorgan Bell, FPQP™
Client ServiceNicole Gaudioso, FPQP™
OperationsRachel McCullough
Financial Planning AssociateRob Rynders
Financial Planning AssociateRobert Swift
Advisor, ShareholderRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceRyan Meredith
Financial Planning AssociateSam Swift, CFA, CFP®, AIF®
Advisor, Retirement Plans, ShareholderSara Watson, MBA
OperationsSarah Oxford, FPQP™
Client ServiceScott Bennett, CFP®
AdvisorScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderShane Abeshaus
OperationsShawn Best, M.S., CFP®
AdvisorShawn Williams
Client ServiceSimone Gehner, LL.M, IACCP®
Operations, ShareholderSkylar Robles
Client ServiceStephanie Sutterley, FPQP™
Client ServiceTammy Morgan, FPQP™
Client Service, ShareholderTom Logan
Financial Planning AssociateToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
Financial Planning AssociateValerie Farris, FPQP™
Client Service, Retirement PlansVanessa Burke Lee, MBA, CPA, CFP®
Advisor, Shareholder4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) 733-1488
robert.swift@tciwealth.com