6929 E. Greenway Pkwy.
Ste. 150
Scottsdale, AZ 85254
Phone: (480) 991-0401
Fax: (480) 991-0574
TCI LOCATIONS
Our Scottsdale office is located on Greenway Parkway just minutes from Kierland Commons. In partnership with you, our team specializes in creating a cohesive and transparent plan that will help you achieve your financial goals.
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.
Lori Booth-Houle, CPA, CFP®, an advisor and shareholder at TCI Wealth Advisors, earned a BS in accounting, summa cum laude from Johnson State College in Johnson, Vermont. After many years of working as a CPA in public and private accounting, Lori transitioned into wealth management, and became a CERTIFIED FINANCIAL PLANNER® in 2004. In 2009, she co-founded Moss Booth Wealth Advisors and was a shareholder and wealth advisor there. In January 2016, Moss Booth Wealth Advisors joined TCI Wealth Advisors.
Lori is a member of the American Institute of Certified Public Accountants (AICPA) as well as the AICPA’s Personal Financial Planning Section, the Arizona Society of Certified Public Accountants and the Financial Planning Association.
Lori and her husband, Craig, love the outdoors. They are members of several local nonprofit trail preservation and maintenance groups, often participating in work projects to help build and maintain trail systems in North Phoenix. They also volunteer for the McDowell Sonoran Conservancy and the Desert Foothills Mountain Bike Association. Lori and Craig enjoy active travel and outdoor activities including hiking, camping, backpacking and mountain biking with friends and family.
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
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 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:
Top 300 Investment Advisors in the US by Financial Times, 2015-2019
Achieving comfortable, fulfilling retirement is an extensive process that takes sound planning and years persistence. Managing your retirement is an ongoing, lifetime responsibility.
Current and future cash flow projections are an essential part of any customized financial plan and a vital step in measuring and finding potential gaps between where you want to be with your plan, versus where you are now.
We’ll help you analyze and reduce tax liability and maximize eligibility for sheltering and preserving more of your wealth.
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:
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 ...