6929 E. Greenway Pkwy.
Ste. 150
Scottsdale, AZ 85254
Phone: (480) 991-0401
Fax: (520) 733-1488
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.
When working with clients, I draw from both my professional expertise and personal experience to provide steady, objective guidance through every stage of life. I enjoy forging meaningful relationships with clients by partnering together to make informed investment decisions that will help them accomplish their goals. It is deeply fulfilling to be a part of these journeys, and I am energized by watching clients achieve what matters most to them.
Having raised three boys and cared for aging parents, I have firsthand insight into the emotional and family dynamics that can influence financial decisions. This perspective, along with my professional background, allows me to offer thoughtful guidance on everything from cash flow and tax planning to retirement strategies, helping clients navigate both the technical and personal aspects of their financial lives.
Outside of work, my husband, Brian, and I are embracing life as empty nesters by traveling, hiking and exploring national parks.
Addison Adelberg, CFP®, FPQP™
Financial Planning Associate
Adrian Sandoval
Operations
Alice DeWitt
Operations
Amy Richardson, CFP®, CWS®, MBA
Client Service
Andrea Frazer, CFP®
Financial Planning Associate
Andrew Riebe
Operations
Anita Denton, FPQP™
Client Service
Art Tellez
Client Service, Shareholder
Ashley Boykin
Client Service
Ashley Swift, MBA, FPQP™
Operations, Shareholder
Aubree Jensen, MBA
Operations, Shareholder
Ben Kappler
Operations
Bentley Sanes
Operations
Bethany Hustin
Client Service
Bill Moss
TCI Emeritus
Carolina Gillis
Operations
Casey O’Donovan
Financial Planning Associate
Charlie Peck
Operations, Shareholder
Cheri Bustamante
Operations
Christina Slater, MBA, FPQP™
Client Service
Cody Cassidy, CFP®
Advisor, Shareholder
Connie Chan
Financial Planning Associate
Connor Sullivan
Operations
Craig Coltharp, FPQP™
Client Service
Danielle Burgess
Client Service
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, CEP®, FPQP®
Client Service
Guy Holman, CFP®
Advisor, Shareholder
Hank Peck
TCI Emeritus
Heather Skay
Client Service
Jack Kilkenny
Operations
Jen Nevenhoven
Operations, Shareholder
Jennifer Means, MBA, CFP®
Advisor, Shareholder
Jennifer Olson
Client Service
Jerico Maddela, MBA, CFP®, AIF®, CWS®
Advisor
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, CFA
Financial Planning Associate
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
Kenzie Trusela
Client Service
Kim Peterson, FPQP™
Client Service
Kristen Zaitz
Client Service
Kristofer Lyons, CFP®, CWS®, ChFC®
Advisor
Kyle Larson, CFP®
Advisor, Shareholder
Lauren Janky, FPQP™
Client Service
Lauren Williams, CFP®, MBA
Advisor, Shareholder
Lily Styrmoe, CFP®, CSRIC™
Advisor, Shareholder
Lisa Reinhardt
Client Service
Lori Booth-Houle
TCI Emeritus
Luis Yanez
Financial Planning Associate
Maggie Puig
Operations
Marshall Riebe, M.S., FPQP™
Financial Planning Associate
Mary Hardy-Means, FPQP™
Client Service
Matt Schmack, MBA
Client Service
Melissa Plenge, FPQP™
Client Service
Meredith Dean, RICP®
Financial Planning Associate
Michael Grosso, CFP®
Advisor, Shareholder
Michaela Cosentino
Operations
Mickey Abeshaus, MD, CFP®
Advisor, Shareholder
Mike Sullivan
TCI Emeritus
Miranda Soeder, FPQP™
Client Service
Missy Eddy, MBA
Operations, Shareholder
Nicole Gaudioso, FPQP™
Operations
Rob Rynders, CFP®
Financial Planning Associate
Robert Swift
TCI Emeritus
Rory Barnes
Operations
Ryan Halvorson, CFP®
Advisor
Sam Gomez
Client Service
Sam Swift, CFA, CFP®, AIF®
Advisor, Retirement Plans, Shareholder
Sarah Oxford, FPQP™
Client Service
Scott Bennett, CFP®
Advisor, Shareholder
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
Tom Logan
Financial Planning Associate
Toni Bilesimo, FPQP™
Client Service
Tracy Sanes, FPQP™
Operations
Troy Chrane, CFP®, MSPFP
Advisor
Vanessa Burke Lee, MBA, CPA, CFP®, CFT™
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:
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she/they will experience a certain level of results if TCI is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of TCI by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. TCI does not pay fees to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.
Retirement planning is about achieving financial freedom–having the ability to spend your time and money as you like. At TCI Wealth Advisors, our goal is to help ensure that your assets align with your definition of a purpose-filled life.
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.
Our investment management approach is all about you. At TCI, we answer your questions, identify your risk tolerances and discuss what’s best for your unique situation. It’s a partnership based on education, communication and trust.
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:
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