TCI LOCATIONS

Flagstaff

Flagstaff

Flagstaff Financial Planning

Your finances impact every other important area in your life: family, health, career, retirement, future goals, and more. To create the life that you want now and for the future, you need a trusted wealth advisor in Flagstaff by your side. And that’s what you get when you choose TCI Wealth: an experienced advisor who will meet your unique financial needs.

As an independent, fee-only wealth management firm in Flagstaff, TCI Wealth works as a dedicated team with each client. We spend time getting to know what you need, whether it’s estate planning, investment advice, cash flow strategy, and more. As a fee-only firm, you’ll have transparency on the costs associated with your plan, and you won’t have to worry that our advice is based on commissions or hidden fees.

At TCI, we know that you have many wealth management firms in Flagstaff to choose from. When you work with the TCI team, you can feel confident that your financial plan meets your unique needs and goals. That’s what separates our wealth management team from our competitors.

Our Services

Services Overview

Our team of wealth advisors in Flagstaff is located in the historic downtown district at the corner of Dale Avenue and Humphrey Street. 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 Flagstaff and other locations, including Scottsdale, Tucson, Reno, and Denver:

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 wealth advisor in Flagstaff 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 Wealth for retirement planning, investment strategy, or financial education, you can expect advisory services offered with transparency, warmth, and clarity.

Who We Are

Team


Mickey Abeshaus, MD, CFP®

Mickey Abeshaus, M.D., CFP®, opened the TCI Wealth Advisors Flagstaff, Arizona office on January 1, 2009. He made the decision to leave his orthopaedic practice in order to pursue a life-long passion for personal financial management, recognizing the many parallels between medicine and personal finance. As a TCI advisor, Mickey embraces the “Family CFO” concept in helping his clients simplify and alleviate the burden of their financial lives. Mickey received his CFP® designation in early 2012.

Mickey is active in the Flagstaff community and serves as President of the Aspen Valley Golf Club Board, Member of Arizona Community Foundation of Flagstaff Board, Treasurer and board member of the Flagstaff Family Food Center, Food Bank and Kitchen. He is also actively involved with the Lumberjack Athletic Association (Northern Arizona University’s booster club).

Mickey and his wife Michelle have raised three successful children. When not at the office, Mickey is involved in a variety of activities around northern Arizona. He is an accomplished skier and avid (not so accomplished) golfer and serious NAU sports fan. He and Michelle also enjoy travelling, especially to Las Vegas to enjoy live music and golf, and participating in the activities of their children.

Flagstaff Team:

Addison Adelberg, CFP®, FPQP™

Financial Planning Associate

Adrian Sandoval

Operations

Alice DeWitt

Operations

Amy Richardson, CFP®, CWS®, MBA

Client Service

Andrea Frazer, CFP®

Financial Planning Associate

Andrew Riebe

Operations

Anita Denton, FPQP™

Client Service

Art Tellez

Client Service, Shareholder

Ashley Swift, MBA, FPQP™

Operations, Shareholder

Aubree Jensen, MBA

Operations, Shareholder

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Bill Moss

Tci Emeritus

Britteny Battle, MBA, FPQP®

Client Service

Carolina Gillis

Client Service

Charlie Peck

Operations, Shareholder

Cheri Bustamante

Operations

Christina Slater, MBA, FPQP™

Client Service

Cody Cassidy, CFP®

Advisor, Shareholder

Connie Chan

Financial Planning Associate

Connor Sullivan

Operations

Craig Coltharp, FPQP™

Client Service

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, FPQP™

Client Service

Gladys Rice, CEP®, FPQP®

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Hank Peck

Tci Emeritus

Heather Skay

Client Service

Jack Kilkenny

Operations

Jen Nevenhoven

Operations, Shareholder

Jennifer Means, MBA, CFP®

Advisor, Shareholder

Jennifer Olson

Client Service

Jessica Nelson, PhD, LMFT

Financial Planning Associate

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

Kelly Weber, FPQP™

Client Service

Ken Riebe

Advisor, Shareholder

Kenzie Trusela

Client Service

Kim Peterson, FPQP™

Client Service

Kristen Zaitz

Client Service

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®, MBA

Advisor, Shareholder

Lily Styrmoe, CFP®, CSRIC™

Advisor, Shareholder

Lisa Reinhardt

Client Service

Lori Booth-Houle

Tci Emeritus

Luis Yanez

Financial Planning Associate

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

Mike Sullivan

Tci Emeritus

Miranda Soeder, FPQP™

Client Service

Missy Eddy, MBA

Operations, Shareholder

Morgan Bell, FPQP™

Client Service

Nicole Gaudioso, FPQP™

Operations

Rob Rynders, CFP®

Financial Planning Associate

Robert Swift

Tci Emeritus

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Ryan Halvorson, CFP®

Advisor

Ryan Meredith

Financial Planning Associate

Sam Gomez

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

Sarah Oxford, FPQP™

Client Service

Scott Bennett, CFP®

Advisor, Shareholder

Scott Styrmoe, MBA, CPA, CFP®

Advisor, Shareholder

Shane Abeshaus

Operations

Shawn Williams

Client Service

Simone Gehner, LL.M, IACCP®

Operations, Shareholder

Skylar Robles

Client Service

Stephanie Sutterley, FPQP™

Client Service

Tom Logan

Financial Planning Associate

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Advisor

Vanessa Burke Lee, MBA, CPA, CFP®, CFT-I™

Advisor, Shareholder

Our Service

Areas of Expertise

As the largest registered investment advisory firm in Flagstaff, 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 Flagstaff.

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:

  • Top 12 Best Financial Advisors in Phoenix & Scottsdale by AdvisoryHQ, 2020
  • TCI Ranked #125 of 700 RIA Firms by Financial Advisor, 2019
  • Top 300 Investment Advisors in the US by Financial Times, 2019
Our Community

Local Organizations Close to Our Hearts

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

TCI Wealth in Flagstaff is a sponsor/member of:

Contact Headshot Image

Let’s talk

If you are searching for wealth management firms in Flagstaff 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 Flagstaff, we’re also proud to serve Scottsdale, Tucson, Reno, and Denver. 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.