4757 Caughlin Pkwy.
Ste.B
Reno, Nevada 89519
Phone: (775) 746-6255
Fax: (775) 746-6254
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.
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.
We offer the following wealth management services in Reno 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.
Wealth management is important for our clients in the Reno 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 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.
We started providing wealth advisory services to families in 1997, transitioning from CPA services into financial management, and establishing ourselves in Reno in the early 2000s. Our growing team of experienced advisors and professionals here in Reno 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, MBA, CFP®, 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.
Addison Adelberg, CFP®, FPQP™
Financial Planning Associate
Adrian Sandoval
Operations
Alice DeWitt
Operations
Andrea Frazer, CFP®
Financial Planning Associate
Andrew Riebe
Client Service
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
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
Jack Kilkenny
Operations
Jen Nevenhoven
Operations, Shareholder
Jennifer Botz
Client Service
Jennifer Means, MBA, CFP®
Advisor, Shareholder
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
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, FPQP™
Client Service
Scott Bennett, CFP®
Advisor
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
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, MBA, CPA, CFP®
Advisor, Shareholder
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.
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 is proud to work with and sponsor local organizations that are close to our hearts.
TCI in Reno is a sponsor/member of:
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