Sam Swift, CFA, CFP®, AIF® portrait

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

Having grown up around the business and watching TCI evolve from the kitchen table to what it is today, I have a strong desire to maintain the culture here and ultimately change the industry for the better. I am passionate about working with young professionals to achieve far better financial outcomes and achieve peace of mind.

Being a good person. Doing the right thing. Putting others’ interests first. Those are just some of the important lessons I learned at an early age and were the backbone behind TCI Wealth Advisors when it was founded in 1990. It’s still the philosophy of our firm and I am deeply honored to continue the TCI legacy as the Chief Executive Officer, an Advisor and a Shareholder.

At TCI, people are at the heart of everything we do and it’s definitely what I love most about my job.  Listening, learning and then helping craft a customized plan to achieve our clients’ goals is where I find the most joy. I’ve always believed if you do the right thing and do it for the right reasons, good things will happen. This philosophy applies to all aspects of my life, whether it’s guiding my clients on their financial journey, mentoring young people about wealth management or giving back to the community through volunteering, teaching, coaching and charitable planning.

Helping others arrive at positive financial outcomes and achieve peace of mind through trusted, respectful, honest and open communication is what makes it all worthwhile. And frankly, it’s my commitment to every client I am lucky enough to help.

Awards

What drives you?

The most important thing I want people to know about me is that, in essence, I am here to learn about you. Your goals. Your needs. Your passion. Your philosophy. The more I know about my clients, the more I can help, and the more good we can do – together. I’ve been very blessed in life, both personally and professionally. I’ve worked very hard in life and nothing has been handed to me, but I’ve also had good fortune and great opportunities. As such, I have always strived to pay-it-forward, give back, and assist others however I can, as helping others has exponential value.

Awards

Did you always want to be a financial advisor?

As a kid I thought I’d be a professional baseball player, a professor or perhaps even a Nobel Prize winning scientist. Frankly, being a financial advisor wasn’t really on my radar. But life has a way of helping you along, and I soon realized how many of the aspects of those “dream jobs” were also cornerstones of the financial industry. (The fact that I could throw a baseball really hard but couldn’t  hit a curveball didn’t help my baseball dreams either.) Thankfully I chose this career path, because it’s the best decision I’ve ever made. Quite simply, I enjoy what I do and the people I work with.

freetime

What do you like to do in your free time?

I have been in Tucson most of my life–my wife is a 5th generation Arizonan and my kids are 6th generation. We truly love living in the desert and adore this city, our community, the college and more. The weather. The wildlife. The access to outdoor activities. The people. All of it is entwined in my family’s daily lives and we love to explore and enjoy Arizona with our two children: hiking, swimming, biking and beyond. Our absolute favorite activity? Golf! It’s a great family activity especially in the Southwest – and allows us to get some exercise, make some memories and teach our kids some life lessons along the way.

Get in touch with Sam Swift, CFA, CFP®, AIF®

Education

  • University of Arizona

    University of Arizona

    Bachelor of Science in Finance

Accreditations, Awards & Accolades

● CFP® – Certified Financial Planner®
● CFA – Chartered Financial Analyst
● AIF® – Accredited Investment Fiduciary®
● Director of Retirement Plan Services at TCI Wealth Advisors
● President of the Board of Directors for the Primavera Foundation

Hobbies & INTEREST

Golf & All Sports

Golf & All Sports

Environment

Environment

Giving Back

Giving Back

The Latest from Sam:

How to Your Scale Financial Freedom

Jan 20

2023 Predictions

Dec 20

Living and Learning

Dec 9

Incremental Change

Nov 21

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

Addison Adelberg, CFP®, FPQP™

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, Shareholder

Connie Chan

Financial Planning Associate

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

Financial Planning Associate

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

Kristen Zaitz

Client Service

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®

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

Robert Swift

Advisor, Shareholder

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Ryan Meredith

Financial Planning Associate

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, Shareholder

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

Financial Planning Associate

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Burke Lee, CPA, CFP®

Advisor, Shareholder

Get in touch with Sam Swift, CFA, CFP®, AIF®