4757 Caughlin Pkwy.
Ste.B
Reno, Nevada 89519
Phone: (775) 746-6255
Fax: (775) 746-6254
TCI LOCATIONS
Our Reno office is located at the top of the hill in Caughlin Ranch just minutes away from the popular Hunter Creek Trail. We are trusted for our expertise and established relationships with colleagues in estate planning, tax planning and law.
Our Reno/Tahoe office is located at the top of the hill in Caughlin Ranch, just minutes away from the popular Hunter Creek trail. 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 Reno and Tahoe, as well as Flagstaff, Tucson, Denver, 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 our team of Reno wealth advisors 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.
Justin M. Thomas, CFP®, specializes in working with individuals and families transitioning from their careers to the financial freedom phase of their lives. He enjoys working with those individuals who are passionate about achieving their goals and are willing to do the work required to achieve them. Justin had been a financial advisor in the Reno area, running his own financial planning business for three years, before coming on board with TCI.
Prior to becoming a financial advisor, Justin was a professional triathlete and coach for nearly a decade, highlighted by a 3rd place finish at the 2003 Xterra Triathlon World Championships. His years as coach and athlete helped form his beliefs in goal setting, planning and regular progress meetings. Justin and his wife Julie have lived in Reno since 2004. They met and graduated from The College of William and Mary in Virginia where Justin attained his Bachelors of Science degree. They have two children who keep them active and outdoors. Justin has volunteered his time as the Treasurer of the Reno Wheelman Cycling Club and is a member of the Financial Planning Association.
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:
Discover your investment goals and what types of savings and investments best help you reach them, taking into consideration your age, timeline, financial situation, risk tolerance and tax implications.
We’ll help you analyze and reduce tax liability and maximize eligibility for sheltering and preserving more of your wealth.
Insurance Planning is a vital part of evaluating any client’s potential risks and exposure to a chance misfortune or ill-timed life event.
The TCI Advisor team in Reno/Tahoe is proud to work with and sponsor local organizations that are close to our hearts.
TCI in Reno is a sponsor/member of:
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 ...