Jessica Nelson Appointed to Holistiplan’s 2026 Enterprise Customer Advisory Board

TCI

May 14, 2026
TCI IN THE NEWS

TCI Wealth Advisors is pleased to share that Jessica Nelson, Ph.D., LMFT, Manager, Financial Planning Associate, has been named to Holistiplan’s 2026 Enterprise Customer Advisory Board. The board brings together leaders from advisory firms, broker-dealers, and enterprise organizations to share feedback and insight that will help guide the continued evolution of tax planning technology at scale. Jessica’s role at TCI, combined with her background as a Licensed Marriage and Family Therapist, brings a thoughtful perspective to the intersection of financial planning, technology, and the human dynamics that shape financial decisions.

Read the full announcement from Holistiplan here.

This material has been prepared for informational purposes only, and is not intended to provide, or to be relied upon, for investment advice. Please contact your TCI Advisor if there are any changes in your personal/financial situation or investment objectives.

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