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 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.

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 Tucson 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™

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Adrian Sandoval

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Alice DeWitt

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Amy Richardson, CFP®, CWS®, MBA

Client Service

Andrea Frazer, CFP®

Financial Planning Associate

Andrew Riebe

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Anita Denton, FPQP™

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Art Tellez

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Ashley Boykin

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Ashley Swift, MBA, FPQP™

Operations, Shareholder

Aubree Jensen, MBA

Operations, Shareholder

Ben Kappler

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Bentley Sanes

Operations

Bethany Hustin

Client Service

Bill Moss

Tci Emeritus

Carolina Gillis

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Casey O’Donovan

Financial Planning Associate

Charlie Peck

Operations, Shareholder

Cheri Bustamante

Operations

Christina Slater, MBA, FPQP™

Client Service

Cody Cassidy, CFP®

Advisor, Shareholder

Connie Chan

Financial Planning Associate

Connor Sullivan

Operations

Craig Coltharp, FPQP™

Client Service

Danielle Burgess

Client Service

Danielle Larcom

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Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholder

Debbie Hixson, FPQP™

Client Service, Shareholder

Devon Brown

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Douglas L. Nelson, CPA, PFS

Advisor, Shareholder

Eden Bailey, FPQP™

Client Service

Gladys Rice, CEP®, FPQP®

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Hank Peck

Tci Emeritus

Heather Skay

Client Service

Jack Kilkenny

Operations

Jen Nevenhoven

Operations, Shareholder

Jennifer Means, MBA, CFP®

Advisor, Shareholder

Jennifer Olson

Client Service

Jerico Maddela, MBA, CFP®, AIF®, CWS®

Advisor

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

Financial Planning Associate

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

Kristofer Lyons, CFP®, CWS®, ChFC®

Advisor

Kyle Larson, CFP®

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Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®, MBA

Advisor, Shareholder

Lily Styrmoe, CFP®, CSRIC™

Advisor, Shareholder

Lisa Reinhardt

Client Service

Lori Booth-Houle

Tci Emeritus

Luis Yanez

Financial Planning Associate

Maggie Puig

Operations

Marshall Riebe, M.S., FPQP™

Financial Planning Associate

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Client Service

Meredith Dean, RICP®

Financial Planning Associate

Michael Grosso, CFP®

Advisor, Shareholder

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan

Tci Emeritus

Miranda Soeder, FPQP™

Client Service

Missy Eddy, MBA

Operations, Shareholder

Nicole Gaudioso, FPQP™

Operations

Rob Rynders, CFP®

Financial Planning Associate

Robert Swift

Tci Emeritus

Rory Barnes

Operations

Ryan Halvorson, CFP®

Advisor

Sam Gomez

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

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

Tom Logan

Financial Planning Associate

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Advisor

Vanessa Burke Lee, MBA, CPA, CFP®, CFT™

Advisor, Shareholder

Get in touch with Ryan Halvorson, CFP®