Ryan Halvorson, CFP®
Advisor
Advisor
Rory Barnes
Sam Gomez
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.
I enjoy working with a diverse range of clients, each with unique financial needs and goals. Whether I’m guiding someone through the complexities of equity compensation or providing comprehensive financial planning for retirees, my focus is always on delivering personalized advice. I find tremendous fulfillment in being one of the first to hear about a client’s expanding family or an exciting new job offer. This approach allows me to develop long-term relationships with my clients from the very beginning.
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!
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 Tucson home and have two young daughters, Harper and Reese. Together, we enjoy exploring national parks, camping adventures and cheering on the Denver Broncos.
4011 East Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
ryan.halvorson@tciwealth.comIgnore the “water cooler talk,” if you’re receiving equity compensation. Your strategy should consider your goals, risk tolerance, and overall personal circumstances. With objective guidance, you receive advice tailored to your individual needs because there is no one size fits all strategy.
Education
Northern Arizona University
B.S.B.A Finance and MarketingAccreditations, Awards & Accolades
CFP® – Certified Financial Planner®
Ryan's Picks
Hobbies & INTEREST
Sports Fan
Hiking
Home Improvement
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AdvisorAdrian Sandoval
OperationsAlice DeWitt
OperationsAmy Richardson, CFP®, CWS®, MBA
Client ServiceAnaleise 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 AssociateCarolina Gillis
OperationsCasey O’Donovan
Financial Planning AssociateCharlie 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 EmeritusHeather 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 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, FPQP™
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 Styrmoe, 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, ShareholderMichaela 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™
OperationsTroy Chrane, CFP®, MSPFP
AdvisorVanessa Burke Lee, MBA, CPA, CFP®, CFT™
Advisor, Shareholder4011 East Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
ryan.halvorson@tciwealth.com