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 my father started this business in 1990.

Having literally grown up at TCI and watching it evolve from our kitchen table to over 60 advisors and offices in multiple states, I am deeply honored to be a part of the TCI legacy and am passionate about maintaining the tremendous culture here, while also moving TCI the industry forward for the better. 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 screen. Sure, I came up with the very first logo for the business using my crayons as a child, but frankly, working at TCI wasn’t my dream and didn’t think it would be my destiny. 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 this incredible industry people, planning, teamwork, trust, communication, analysis, action, adjustment I was all-in as a financial advisor! (The fact that I could throw a baseball really hard but couldn’t really 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. At TCI, people are at the heart of everything we do, and it’s definitely what I love most about my job. Listening to clients and truly learning about their needs, their unique challenges, and their diverse interests – and then helping craft a customized plan to achieve their goals – that’s where I find the most joy. I’ve always believed that if you do the right thing, and do it for the right reasons, that only good things will happen and everyone will benefit. 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.

The more I learn 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, including a beautiful wife, amazing kids, supportive parents, and a work family at TCI who have inspired and supported me at every stage of my career. 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.

I have been in Tucson most of my life and my wife is a 5th generation Arizonan 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 boys; 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.

My dad liked to say, “If everyone focused on helping the 10 people closest to them first, the world would be a far better place.” He took that saying and turned it into a philosophy at TCI; a client-centric, people-first approach founded on fulfilling your promises to yourself, to your family, and to your legacy. It’s a philosophy I am proud to continue in my own life, with my own career, and with my young family.

Whether it’s helping young professionals, new families, couples just starting out or even clients ready to enjoy their retirement, 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.

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:

Planning for Your Future Self

Sep 20

Loan Forgiveness Provides More Time

Aug 29

Avoiding Places to Hide

Aug 4

4 Cash Flow Habits to Help You Meet Your Goals

Jul 29

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

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Adrian Sandoval

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Alice DeWitt

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Andrew Riebe

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Anita Denton, FPQP™

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Art Tellez

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Ashley Swift, MBA, FPQP™

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Aubree Jensen, MBA

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Ben Kappler

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Bentley Sanes

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Bethany Hustin

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Britteny Battle

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Carolina Gillis

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Catherine Nichols, J.D.

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Charlie Peck

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Cheri Bustamante

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Christina Slater, FPQP™

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Cody Cassidy, CFP®

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Connor Sullivan

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Craig Coltharp, FPQP™

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Dana Sandoval, CFP®

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Danielle Larcom

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Dawnette Sweet, FPQP™, CEP®

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Debbie Hixson, FPQP™

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Douglas L. Nelson, CPA, PFS

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Eden Bailey

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Gladys Rice, FPQP™

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Guy Holman, CFP®

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Jen Nevenhoven

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Jennifer Botz

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Jennifer Means, MBA, CFP®

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Jessica Nelson, PhD, LMFT

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Joan Padar, FPQP™

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John Stephens, MD, MBA, CFA, CFP®

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Josh Cohen

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Josh Rennie, MBA, CFP®, AIF®

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Juan Sicco

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Justin Rodriguez, CFP®

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Justin Thomas, CFP®

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Kayla Marjanović

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Kelly Cox, FPQP™

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Ken Riebe

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Kim Peterson, FPQP™

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Kyle Larson, CFP®

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Lauren Janky, FPQP™

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Lauren Williams, CFP®

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Lily Styrmoe, CFP®, CSRIC™

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Lisa Reinhardt

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Lori Booth-Houle, CPA, CFP®

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Marshall Riebe, FPQP™

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Mary Hardy-Means, FPQP™

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Matt Schmack, MBA

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Melissa Plenge, FPQP™

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Michael Grosso, CFP®

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Mickey Abeshaus, MD, CFP®

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Mike Sullivan, CFA

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Miranda Soeder, FPQP™

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Missy Eddy, MBA

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MJ Brehm

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Morgan Bell, FPQP™

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Nicole Gaudioso, FPQP™

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Rachel McCullough

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Rob Rynders

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Robert Swift

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Rory Barnes

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Roxanne L. Fickett, CTFA, AEP®, AAMS®

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Ryan Meredith

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Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

Sara Watson, MBA

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Sarah Oxford

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Scott Bennett, CFP®

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Scott Styrmoe, MBA, CPA, CFP®

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Shane Abeshaus

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Shawn Best, M.S., CFP®

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Shawn Williams

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Simone Gehner, LL.M, IACCP®

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Stephanie Sutterley, FPQP™

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Tammy Morgan, FPQP™

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Tom Logan

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Toni Bilesimo, FPQP™

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Tracy Sanes, FPQP™

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Troy Chrane, CFP®, MSPFP

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Valerie Farris, FPQP™

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Vanessa Burke Lee, CPA, CFP®

Advisor

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