TCI LOCATIONS

Scottsdale

Scottsdale

Scottsdale Financial Planning

Whether your financial concerns involve investing, tax planning, retirement, or an overall life strategy, TCI can help. Our team of trustworthy and dedicated wealth advisors in Scottsdale offer comprehensive, objective advice tailored to your unique financial needs.

Cookie cutter financial plans won’t work for everyone; success is defined differently by every individual. And success goes beyond the numbers, too. Financial success is just as much about wellbeing, security, and emotional contentment as it is about wealth. The TCI is ready to learn about your definition of success and help you build a financial plan to meet it.

We know that you have many wealth management firms in Scottsdale to choose from. When you work with TCI, you can feel confident that you’ll receive sound, expert financial advice from an independent, fee-only wealth management firm in Scottsdale. Our dedication and transparency is what sets TCI apart from our competitors.

Our Services

Services Overview

Wealth Planning Services in Scottsdale

Our Scottsdale branch is located on Greenway Parkway just minutes from Kierland Commons. Stop by our office, give us a call, or send us a secure message online to talk about our wealth management services.

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 Scottsdale 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 for retirement planning, investment strategy, or financial education, you can expect advisory services offered with transparency, warmth, and clarity.

Who We Are

Team


Vanessa Burke Lee, CPA, CFP®

Before joining TCI as an advisor, I had a successful career in public accounting as both a healthcare consultant and tax specialist. However, I wanted to help people beyond just doing their taxes and fell in love with the world of financial planning.

From young professionals just starting out, to families trying to make it all work, to someone at the sunset of their career and ready to retire, I put clients first and can help any person at any stage of their financial journey. I encourage my clients to bring any financial issue they are discussing whether it’s tax planning, estate planning, financial education, or retirement planning. Together we will figure out what is best for their goals. As an experienced advisor, wife and mother of three boys, and active member of our community, I enjoy being able to share my life experiences and perspective to all aspects of financial planning. Helping my clients prosper helps bring meaning and purpose to my professional life.

Scottsdale Team:

Addison Adelberg, FPQP™

Advisor, Financial Planning Associate

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, 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, 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

Our Service

Areas of Expertise

As the largest registered investment advisory firm in Scottsdale, 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 Scottsdale.

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:

  • TCI Ranked Among Largest Investment Advisors in Phoenix by Phoenix Business Journal, 2022
  • Top 12 Best Financial Advisors in Phoenix & Scottsdale by AdvisoryHQ, 2018 and 2020
  • TCI Ranked Among Largest Investment Advisors in Phoenix by Phoenix Business Journal, 2020
  • TCI Ranked #125 of 700 RIA Firms by Financial Advisor, 2019
  • Top 300 Investment Advisors in the US by Financial Times, 2015-2019
Our Community

Local Organizations Close to Our Hearts

The TCI team in Scottsdale is proud to work with and sponsor local organizations that are close to our hearts. 

TCI Wealth in Scottsdale is a sponsor/member of:

Contact Headshot Image

Let’s talk

If you are searching for wealth management firms in Scottsdale 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 Scottsdale, we’re also proud to serve Flagstaff, 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.

6929 E. Greenway Pkwy.
Ste. 150
Scottsdale, AZ 85254

Phone: (480) 991-0401
Fax: (480) 991-0574