TCI LOCATIONS

Flagstaff

Reno Financial Planning

Our Flagstaff office is located in the historic downtown district at the corner of Dale Avenue and Humphrey Street. As the largest registered investment advisory firm in Flagstaff, our team has the expertise and experience to help you meet your financial goals.

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/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.

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:

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

Christina Slater, FPQP™

Client Service

Cody Cassidy, CFP®

Advisors

Craig Coltharp

Client Service

Dana Sandoval, CFP®

Advisors

Danielle Larcom

Operations

Dawnette Sweet, FPQP™

Client Service, Shareholders

Debbie Hixson, FPQP™

Client Service

Doug Nelson, CPA, PFS

Advisors, Shareholders

Gladys Rice, FPQP™

Client Service

Guy Holman, CFP®

Advisors, Shareholders

Jen Nevenhoven

Operations

Jennifer Botz

Client Service

Jennifer Means, CFP®, FPQP™

Advisors

Joan Padar

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

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®

Advisors

Lea Brown, FPQP™

Client Service

Lily Styrmoe, CFP®, CSRIC™

Advisors

Liz Polakoff, FPQP™

Operations

Lori Booth-Houle, CPA, CFP®

Advisors, Shareholders

Marshall Riebe, FPQP™

Financial Planning Associate

Mary Hardy, FPQP™

Client Service

Matt Schmack

Client Service

Melissa Klemp, 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

Financial Planning Associate

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Lee, CPA, CFP®

Advisors

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/Tahoe, 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.