TCI LOCATIONS

Reno Tahoe

Reno Tahoe

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.

Reno Financial Planning

With so many wealth management firms in Reno at your disposal, it can be difficult knowing that you’ve made the right choice of financial advisor. You want a firm that addresses your unique financial needs. You also want a financial advisor whom you can trust. An advisor who is warm, professional, and makes you feel confident and excited about your financial future.

That’s what we offer at TCI. In addition to a variety of financial services, such as investing advice, financial education, retirement planning, and more, we provide each and every client with unparalleled customer service. 

And because we’re an independent, 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.

The TCI Advisor team knows that you have many Reno wealth advisors to choose from. When you work with us, you can expect expert financial advice delivered with clarity and honesty. Our dedication and transparency are what sets TCI apart from our competitors. 

Our Services

Services Overview

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.

Reno Wealth Management

Wealth management is important for our clients in the Reno/Tahoe area, a place where we value high-quality living. From entertainment, to the accessible outdoors, enjoying this fantastic lifestyle also includes building financial wealth. 

We started as a CPA firm highly focused on taxes in Reno and Tahoe. Thus, we understand the tax advantages that come with being a Nevada resident, the financial challenges of living in California, and the transitions from one to the other. We have a long history of working with generations of long-time Reno residents in the farming and gaming industry, as well as families who are new to the area or are part of the technology or higher education sectors.

Who We Are

Team

We started providing wealth advisory services to families in 1997, transitioning from CPA services into financial management, and establishing ourselves in Reno/Tahoe in the early 2000s. Our growing team of experienced advisors and professionals here in Reno/Tahoe work diligently to create a comfortable and relaxed environment that makes our clients feel like they’re walking into the home of a trusted friend.


Jennifer Means, CFP®, FPQP™

Jennifer Means, CFP®, FPQP™ is an Advisor and Shareholder at TCI Wealth Advisors. Jennifer is passionate about implementing of each of her clients’ specific investment and financial planning goals aiming to guide them to good financial decisions and a fulfilling, balanced life.

Jennifer received her Bachelor of Science in Finance with a minor in Accounting from the University of Nevada, Reno. After obtaining her Financial Paraplanner Qualified Professional™ designation in 2014, Jennifer continued to pursue additional certification in financial planning.

When not in the office, Jennifer, her husband, Perry, and daughters, Madilynn and Zoey, enjoy many outdoor activities including hiking, playing kickball, skiing and camping. Sometimes their yellow lab, Ella, gets to tag along.

Reno Tahoe Team:

Addison Adelberg, FPQP™

Advisor, 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

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, CFP®, FPQP™

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

Our number one priority is to always do what’s best for the client. We help our clients make the best decisions about their future, and for us that involves consistency and full transparency on all sides. When we help you invest, you can rest assured we’re investing our own family’s money using the same long-term philosophy.

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:

  • Top 12 Best Financial Advisors in Phoenix & Scottsdale by AdvisoryHQ, 2018 and 2020
  • TCI Ranked #125 of 700 RIA Firms by Financial Advisor, 2019
  • Top 300 Investment Advisors in the US by Financial Times, 2015-2019
  • Top 100 Fastest Growing RIA Firms Over Ten Years by Forbes, 2016
Our Community

Local Organizations Close to Our Hearts

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:

Contact Headshot Image

Let’s talk

If you are searching for Reno 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 Reno and Tahoe, we’re also proud to serve Scottsdale, Tucson, Denver, 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. 

4757 Caughlin Pkwy.
Ste.B
Reno, Nevada 89519

Phone: (775) 746-6255
Fax: (775) 746-6254