6929 E. Greenway Pkwy.
Ste. 150
Scottsdale, AZ 85254
Phone: (480) 991-0401
Fax: (480) 991-0574
Our Scottsdale office is located on Greenway Parkway just across the street 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.
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 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.
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 grown sons, 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.
Addison Adelberg, CFP®, FPQP™
Financial Planning Associate
Adrian Sandoval
Operations
Alice DeWitt
Operations
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 Best, M.S., CFP®
Advisor
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
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:
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:
We’ve all heard truisms such as “Health is Wealth,” and when something goes wrong with this resource that we tend to take for granted, we do quickly realize that health in all its wellness aspects—physical, mental and emotional—is one of our most valuable assets. In my work at TCI, I ofte...
We have a TCI client who loves animals and years ago, adopted two dogs that became her beloved companions. Throughout their lives and especially as each dog neared his and her end, our client spent many anxious hours in the veterinary hospital waiting room to ensure they received the care they nee...
Years ago, I attended a panel discussion at a conference, and one of the panelists challenged a fellow panel member to reassess how they defined a successful life. The panelist was talking about ROI (Return on Investment), but not in the traditional sense. Instead, the challenge was to look at your ...