150 W. Dale Ave.
Ste.1
Flagstaff, AZ 86001
Phone: (928) 226-0868
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 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/Tahoe, 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.
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.
Addison Adelberg, CFP®, FPQP™
Financial Planning Associate
Adrian Sandoval
Operations
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, MBA
Operations, Shareholder
Ben Kappler
Operations
Bentley Sanes
Operations
Bethany Hustin
Client Service
Britteny Battle, FPQP™
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, Shareholder
Connie Chan
Financial Planning Associate
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
Devon Brown
Financial Planning Associate
Douglas L. Nelson, CPA, PFS
Advisor, Shareholder
Eden Bailey, FPQP™
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, 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
Kim Peterson, FPQP™
Client Service
Kristen Zaitz
Client Service
Kyle Larson, CFP®
Advisor, Shareholder
Lauren Janky, FPQP™
Client Service
Lauren Williams, CFP®
Advisor, Shareholder
Lily Styrmoe, CFP®, CSRIC™
Advisor, Shareholder
Lisa Reinhardt
Client Service
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
Miranda Soeder, FPQP™
Client Service
Missy Eddy, MBA
Operations, Shareholder
Morgan Bell, FPQP™
Client Service
Nicole Gaudioso, FPQP™
Operations
Rachel McCullough
Financial Planning Associate
Rob Rynders
Financial Planning Associate
Robert Swift
Advisor, Shareholder
Rory Barnes
Operations
Roxanne L. Fickett, CTFA, AEP®, AAMS®
Client Service
Ryan Meredith
Financial Planning Associate
Sam Swift, CFA, CFP®, AIF®
Advisor, Retirement Plans, Shareholder
Sara Watson, MBA
Operations
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, Shareholder
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
Financial Planning Associate
Valerie Farris, FPQP™
Client Service, Retirement Plans
Vanessa Burke Lee, CPA, CFP®
Advisor, Shareholder
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:
Estate Planning helps ensure that your family has the financial security and asset legacies you’ve worked hard to establish over your lifetime.
Insurance Planning is a vital part of evaluating any client’s potential risks and exposure to a chance misfortune or ill-timed life event.
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.
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:
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