Robert Swift portrait

Robert Swift

Advisor, Shareholder

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.

 

Get in touch with Robert Swift

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

Addison Adelberg, FPQP™

Advisor, Financial Planning Associate

Adrian Sandoval

Operations

Alice DeWitt

Operations

Andrew Riebe

Client Service

Anita Denton, FPQP™

Client Service

Art Tellez

Operations, Shareholder

Ashley Swift, MBA, FPQP™

Client Service, Shareholder

Aubree Jensen, MBA

Operations, Shareholder

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Britteny Battle

Client Service

Carolina Gillis

Client Service

Catherine Nichols, J.D.

Operations, Shareholder

Charlie Peck

Operations, Shareholder

Cheri Bustamante

Operations

Christina Slater, FPQP™

Client Service

Cody Cassidy, CFP®

Advisor

Connor Sullivan

Operations

Craig Coltharp, FPQP™

Client Service

Dana Sandoval, CFP®

Operations

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholder

Debbie Hixson, FPQP™

Client Service, Shareholder

Devon Brown

Advisor

Douglas L. Nelson, CPA, PFS

Advisor, Shareholder

Eden Bailey

Client Service

Gladys Rice, FPQP™

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Jen Nevenhoven

Operations, Shareholder

Jennifer Botz

Client Service

Jennifer Means, MBA, CFP®

Advisor, Shareholder

Jessica Nelson, PhD, LMFT

Financial Planning Associate

Joan Padar, FPQP™

Client Service

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

Josh Cohen

Operations

Josh Rennie, MBA, CFP®, AIF®

Advisor

Juan Sicco

Operations

Justin Rodriguez, CFP®

Advisor, Shareholder

Justin Thomas, CFP®

Advisor, Shareholder

Kayla Marjanović

Operations

Kelly Cox, FPQP™

Operations

Ken Riebe

Advisor, Shareholder

Kim Peterson, FPQP™

Client Service

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®

Advisor

Lily Styrmoe, CFP®, CSRIC™

Advisor

Lisa Reinhardt

Client Service

Lori Booth-Houle, CPA, CFP®

Advisor, Shareholder

Marshall Riebe, FPQP™

Advisor, Financial Planning Associate

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Client Service

Michael Grosso, CFP®

Advisor, Shareholder

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan, CFA

Advisor, Shareholder

Miranda Soeder, FPQP™

Client Service

Missy Eddy, MBA

Operations, Shareholder

MJ Brehm

Client Service

Morgan Bell, FPQP™

Client Service

Nicole Gaudioso, FPQP™

Operations

Rachel McCullough

Advisor, Financial Planning Associate

Rob Rynders

Advisor, Financial Planning Associate

Robert Swift

Advisor, Shareholder

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Ryan Meredith

Operations

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

Sara Watson, MBA

Operations

Sarah Oxford

Client Service

Scott Bennett, CFP®

Advisor

Scott Styrmoe, MBA, CPA, CFP®

Advisor, Shareholder

Shane Abeshaus

Operations

Shawn Best, M.S., CFP®

Advisor

Shawn Williams

Client Service

Simone Gehner, LL.M, IACCP®

Operations

Stephanie Sutterley, FPQP™

Client Service

Tammy Morgan, FPQP™

Client Service, Shareholder

Tom Logan

Financial Planning Associate

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Advisor, Financial Planning Associate

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Burke Lee, CPA, CFP®

Advisor

Get in touch with Robert Swift