We are moving! While our building finalizes renovations our temporary mailing address is:
6929 E. Greenway Pkwy., Suite 150
Scottsdale, AZ 85254
Phone: (303) 296-2196
Fax: (303) 623-1144
TCI LOCATIONS
Our Denver office is located in north of Larimer Square, the Mile High City’s oldest and most historic block. Our team specializes in creating comprehensive financial planning strategies for individuals with complex needs.
Our Denver office is located in Larimer Square, the Mile High City’s oldest and most historic block. Stop by our office, give us a call, or send us a secure message online to talk about our wealth management services.
We offer the following wealth management services in Denver and other locations, including Flagstaff, Tucson, Reno/Tahoe, and Scottsdale.
To grow your wealth and create the life that you want, you need a trusted financial advisor who understands your lifestyle, future goals, financial habits, and vision for success. Without that connection and understanding, your financial strategy will fall short of its potential.
That’s why every partnership with a Denver wealth advisor begins with a comprehensive discovery phase. During this phase, your advisor will get to know all about you before crafting a custom financial plan to meet your goals. Whether you come to TCI for retirement planning, investment strategy, or financial education, you can expect advisory services offered with transparency, warmth, and clarity.
Guy Holman, CFP®, an advisor at TCI Wealth Advisors (“TCI”), has been providing financial/investment advice since moving from the audit department to the tax department at Touche Ross and obtaining his CFP® designation in 1988. A CPA since 1985, Guy has integrated tax management principles while managing client portfolios and creating comprehensive financial solutions. He specializes in advice around Incentive Stock Options as well as non-qualified stock options and deferred compensation plans.
Guy is a member of the Foundation Board and Investment Committee for Excelsior Youth Center, a national youth center organization. In addition to raising his young daughter, Guy enjoys hiking, golf, biking, skiing, playing volleyball and healthy cooking.
Adam Hicks, FPQP™
Financial Planning Associate
Addison Adelberg, FPQP™
Financial Planning Associate
Alice DeWitt
Operations
Anita Denton, FPQP™
Client Service
Art Tellez
Operations, Shareholders
Ashley Swift, MBA, FPQP™
Client Service, Shareholders
Aubree Jensen
Operations, Shareholders
Ben Kappler
Operations
Bentley Sanes
Operations
Bethany Hustin
Client Service
Catherine Nichols, J.D.
Operations, Shareholders
Charlie Peck
Operations, Shareholders
Christina Slater, FPQP™
Client Service
Cody Cassidy, CFP®
Advisors
Craig Coltharp, FPQP™
Client Service
Dana Sandoval, CFP®
Advisors
Danielle Larcom
Operations
Dawnette Sweet, FPQP™
Client Service, Shareholders
Debbie Hixson, FPQP™
Client Service, Shareholders
Doug Nelson, CPA, PFS
Advisors, Shareholders
Gladys Rice, FPQP™
Client Service
Guy Holman, CFP®
Advisors, Shareholders
Jen Nevenhoven
Operations, Shareholders
Jennifer Botz
Client Service
Jennifer Means, CFP®, FPQP™
Advisors, Shareholders
Joan Padar, FPQP™
Client Service
John Stephens, MD, MBA, CFA, CFP®
Advisors, Shareholders
Josh Cohen
Operations
Josh Rennie, CFP®, AIF®
Advisors
Justin Rodriguez, CFP®
Advisors
Justin Thomas, CFP®
Advisors, Shareholders
Kelly Cox, FPQP™
Operations
Ken Riebe
Advisors, Shareholders
Kim Peterson, FPQP™
Client Service
Kyle Larson, CFP®
Advisors, Shareholders
Lauren Janky, FPQP™
Client Service
Lauren Williams, CFP®
Advisors
Lea Brown, FPQP™
Client Service
Lily Styrmoe, CFP®, CSRIC™
Advisors
Lori Booth-Houle, CPA, CFP®
Advisors, Shareholders
Marshall Riebe, FPQP™
Financial Planning Associate
Mary Hardy-Means, FPQP™
Client Service
Matt Schmack
Client Service
Melissa Plenge, FPQP™
Client Service
Michael Grosso, CFP®
Advisors, Shareholders
Mickey Abeshaus, MD, CFP®
Advisors, Shareholders
Mike Sullivan, CFA
Advisors, Shareholders
Missy Eddy
Operations, Shareholders
Nicole Gaudioso, FPQP™
Client Service
Rachel Kerswill
Client Service
Rachel McCullough
Financial Planning Associate
Robert Swift
Advisors, Shareholders
Rory Barnes
Operations
Roxanne L. Fickett, CTFA, AEP®, AAMS®
Client Service
Sam Swift, CFA, CFP®, AIF®
Advisors, Retirement Plans, Shareholders
Sarah Oxford
Client Service
Scott Styrmoe, MBA, CPA, CFP®
Advisors, Shareholders
Shane Abeshaus
Operations
Shawn Williams
Client Service
Simone Gehner, LL.M
Operations
Stephanie Sutterley, FPQP™
Client Service
Steve Glassberg
Operations
Tammy Morgan, FPQP™
Client Service, Shareholders
Toni Bilesimo, FPQP™
Client Service
Tracy Sanes, FPQP™
Operations
Troy Chrane, CFP®, MSPFP
Financial Planning Associate
Valerie Farris, FPQP™
Client Service, Retirement Plans
Vanessa Lee, CPA, CFP®
Advisors
With multiple locations in Arizona, Nevada, and Colorado, our team has the expertise and experience to help you meet your financial goals. With over 30 years of experience and passion for superior client service, you can be sure you’ve chosen the best wealth management firm in Denver.
In 2020, Gallup recognized TCI Wealth Advisors as a 2020 Exceptional Workplace Award winner, the only Registered Investment Advisor (RIA) on the West Coast to be included. We’re proud to have been recognized as a leader in our industry and honored to receive the following other awards:
Estate Planning helps ensure that your family has the financial security and asset legacies you’ve worked hard to establish over your lifetime.
We believe that financial success is as much about emotional contentment and well-being, and that each of our clients’ unique life journeys are what ultimately determine their own customized definitions of success.
We’ll help you analyze and reduce tax liability and maximize eligibility for sheltering and preserving more of your wealth.
This is a question we’ve been fielding for at least a decade now as Exchange Traded Funds (ETFs) have risen in popularity and quantity (over 7,500 globally!). They are as widely available as mutual funds now and are much more frequently advertised. To a long-term investor, however, the differences...
The stock market is hitting new all-time highs and with that I’ve noticed increased nervousness amongst investors. This is a welcome change—as Warren Buffet once said, “Be fearful when others are greedy, and be greedy when others are fearful.” Nevertheless, it’s a good reminder for us to t...
TCI added Rachel Kerswill to the Client Service team, here is the announcement that was in Northern Nevada Business Weekly. Rachel Kerswill has joined TCI Wealth Advisors as a Relationship Associate for TCI. Kerswill is responsible for providing individualized service that meets the unique needs of ...