Ryan Halvorson, CFP® portrait

Ryan Halvorson, CFP®

Advisor

My connection to the industry goes beyond the numbers; it’s about celebrating milestones with my clients, whether it’s a growing family or a new career opportunity.

I like to joke that I was literally born into the industry because I was born on one of the most historical days in the stock market, Black Monday. There was never a doubt in my mind that this is what I wanted to do and from the time I was a young kid, I had my sights set on becoming a financial advisor.  

Now with more than a decade of wealth management experience, I bring that same determination and passion as an advisor at TCI Wealth Advisors. I provide tailored advice to help individuals make informed decisions about their financial future. Prior to joining TCI, my professional journey included roles at Merrill Lynch, US Trust, US Bank Private Wealth Management and Morgan Stanley. 

Beyond the numbers and charts, building relationships with my clients is what I enjoy most.  These relationships go beyond transactions and are founded on trust and understanding. My goal is to create connections that stand the test of time. I’m honored to be a reliable and steady partner with my clients that will last for the next 20-30 years.  

Awards

Describe your passion for the industry and your role:

I enjoy working with C-suite and Senior Executives at private and publicly traded companies, providing advice and guidance around their equity compensation. Equity compensation can be complex and helping clients navigate through these complexities is what I do best. It allows me to develop a long-term personal relationship with the client from the very beginning. 

Awards

What is a fun fact about yourself?

Fun fact and a bit of trivia about me: I share my birthday, October 19th, with my mom and my oldest daughter, Harper. To add a twist, I was born on my mom’s 29th birthday, and Harper was born on my 29th birthday. Life has a funny way of weaving connections! 

happiness

What brings you happiness and fulfillment in your life?

Away from the office, I cherish the time spent with my wife Cassie, who I met during our college years at Northern Arizona University. GO Lumberjacks! We now call Colorado home and have two young daughters, Harper and Reese. Together, we enjoy exploring national parks, camping adventures and cheering on the Denver Broncos. 

Get in touch with Ryan Halvorson, CFP®

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

Addison Adelberg, CFP®, FPQP™

Financial Planning Associate

Adrian Sandoval

Operations

Alice DeWitt

Operations

Amy Richardson, CFP®, CWS®, MBA

Client Service

Andrea Frazer, CFP®

Financial Planning Associate

Andrew Riebe

Operations

Anita Denton, FPQP™

Client Service

Art Tellez

Client Service, Shareholder

Ashley Swift, MBA, FPQP™

Operations, Shareholder

Aubree Jensen, MBA

Operations, Shareholder

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Britteny Battle, MBA, FPQP®

Client Service

Carolina Gillis

Client Service

Charlie Peck

Operations, Shareholder

Cheri Bustamante

Operations

Christina Slater, FPQP™

Client Service

Cody Cassidy, CFP®

Advisor, Shareholder

Connie Chan

Financial Planning Associate

Connor Sullivan

Operations

Craig Coltharp, FPQP™

Client Service

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholder

Debbie Hixson, FPQP™

Client Service, Shareholder

Devon Brown

Financial Planning Associate

Douglas L. Nelson, CPA, PFS

Advisor, Shareholder

Eden Bailey, FPQP™

Client Service

Gladys Rice, CEP®, FPQP®

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Jack Kilkenny

Operations

Jen Nevenhoven

Operations, Shareholder

Jennifer Botz

Client Service

Jennifer Means, MBA, CFP®

Advisor, Shareholder

Jessica Nelson, PhD, LMFT

Financial Planning Associate

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

Kelly Weber, FPQP™

Client Service

Ken Riebe

Advisor, Shareholder

Kenzie Trusela

Client Service

Kim Peterson, FPQP™

Client Service

Kristen Zaitz

Client Service

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®, MBA

Advisor, Shareholder

Lily Styrmoe, CFP®, CSRIC™

Advisor, Shareholder

Lisa Reinhardt

Client Service

Marshall Riebe, FPQP™

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

Miranda Soeder, FPQP™

Client Service

Missy Eddy, MBA

Operations, Shareholder

Morgan Bell, FPQP™

Client Service

Nicole Gaudioso, FPQP™

Operations

Rachel McCullough

Financial Planning Associate

Rob Rynders

Financial Planning Associate

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Ryan Halvorson, CFP®

Advisor

Ryan Meredith

Financial Planning Associate

Sam Gomez

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

Sara Watson, MBA

Operations

Sarah Oxford, FPQP™

Client Service

Scott Bennett, CFP®

Advisor, Shareholder

Scott Styrmoe, MBA, CPA, CFP®

Advisor, Shareholder

Shane Abeshaus

Operations

Shawn Williams

Client Service

Simone Gehner, LL.M, IACCP®

Operations, Shareholder

Skylar Robles

Client Service

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

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Burke Lee, MBA, CPA, CFP®

Advisor, Shareholder

Get in touch with Ryan Halvorson, CFP®