Our Denver office is located in the heart of downtown, a few blocks from Union Station. Our team specializes in creating comprehensive financial planning strategies for individuals with complex needs.

Denver Financial Planning

Choosing a Denver wealth advisor isn’t always easy. You want a professional who is transparent, trustworthy, and experienced. A wealth advisor who is dedicated to learning about you, your financial goals, and your plans for the future. That’s what you get with TCI’s team of financial advisors. 

TCI is an independent, fee-only wealth management firm in Denver. We work as a dedicated team with each client. When you begin a partnership with us, we focus on getting to know what you need first, whether it’s retirement planning strategy, investment advice, cash flow strategy, and more. 

Because we’re a fee-only firm, you won’t have to worry that our financial advice is based on commissions or hidden fees. You’ll have full transparency on the costs associated with your plan.

We know that you have many options for Denver wealth management firms. When you work with TCI Advisors, you’ll feel confident that the customized financial plan we create with you will help you meet your financial needs and goals. Our transparency and commitment to customer service are what set us apart from our competitors. 

Our Services

Services Overview

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.

Denver Wealth Management

Proper wealth management is crucial for Denver transplants and long-time residents. Our clients are dealing with complex equity formats and are looking for someone to expertly manage them. Fortunately, we have a successful record of dealing with extremely technical financial situations, such as varied stock options. 

Denver and Front Range clients, from business owners to families, are often concerned about high and shifting tax structures. To educate and prepare them for managing their taxes, we put all of them directly in front of tax experts.

Who We Are

Team

Our dedicated wealth advisers have been working with residents in Denver and the Front Range since 2010. Birthed out of a desire to offer comprehensive service, and to ultimately benefit clients in the long term, our intention is to always do the right thing for the client. TCI offers tailored estate planning guided by the client values, with immense flexibility. This planning style involves connecting clients with an estate planning attorney and helping plan for the short and long-term. We also offer tax planning strategies unique to the Denver and Front Range area, taking a highly-beneficial multi-year approach that ebbs and flows with the constant changes in the area. We help our clients set the rules and guide them into creating a comfortable life.


Guy Holman, CFP®

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.

 

Denver Team:

Addison Adelberg, FPQP™

Advisor, Financial Planning Associate

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

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

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

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, 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

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®

Advisor

Lily Styrmoe, CFP®, CSRIC™

Advisor

Lisa Reinhardt

Client Service

Lori Booth-Houle, CPA, CFP®

Advisor, Shareholder

Marshall Riebe, FPQP™

Advisor, 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

Mike Sullivan, CFA

Advisor, Shareholder

Miranda Soeder

Client Service

Missy Eddy, MBA

Operations, Shareholder

MJ Brehm

Client Service

Morgan Bell

Client Service

Nicole Gaudioso, FPQP™

Operations

Rachel McCullough

Advisor, Financial Planning Associate

Rob Rynders

Advisor, Financial Planning Associate

Robert Swift

Advisor, Shareholder

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Ryan Meredith

Operations

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

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

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

Advisor, Financial Planning Associate

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Burke Lee, CPA, CFP®

Advisor

Trusted Wealth Advisors

As a fee-only firm, TCI never receives funds or commissions from third parties. We are sticklers for fully integrating tax and investment strategies, so all your assets are looked at through one portfolio lens.

 

Structured tax planning is also a part of our wealth management strategy. CPAs often don’t have time to look at tax implications—they’re not motivated to be multi-year tax planners. TCI is. For us, it’s not just about minimizing taxes today, it’s about planning for years to come and saving along the way.

Our Service

Areas of Expertise

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:

Our Community

Local Organizations Close to Our Hearts

The TCI Advisor team in Denver is proud to work with and sponsor local organizations that are close to our hearts. 

TCI Wealth in Denver is a sponsor/member of:

Contact Headshot Image

Let’s talk

If you are searching for Denver wealth advisors who put client interests first, who communicate with honesty and warmth, and who are dedicated to providing independent investment and financial planning advice, choose TCI. 

Whether you come to TCI for investment strategy, tax planning, cash flow strategy, or financial education, you can expect exceptional advisory services offered with kindness and understanding.

In addition to Denver, we’re also proud to serve Scottsdale, Tucson, Reno/Tahoe, and Flagstaff. If you have questions for our firm or you’d like to see if we’re a good fit for each other, fill out the form below. We’d love to hear from you.

1401 17th Street, Suite 330
Denver, CO 80202

 

 

Phone: (303) 296-2196
Fax: (303) 623-1144