4011 E. Sunrise Dr.
Tucson, AZ 85718
Phone: (520) 733-1477
Fax: (520) 733-1488
TCI LOCATIONS
Our Tucson office is located on Sunrise Drive in the scenic Catalina Foothills. As the largest registered investment advisory firm in Tucson, we have the breadth and depth of expertise to handle complex situations.
TCI’s Tucson wealth management office is located in the foothills on Sunrise near La Paloma. 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 Tucson wealth advisor 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.
I’ve lived in Arizona most of my life and love the mountains, the mix of culture and even the hot weather. Growing up and going to school here has given me a healthy respect for our environment, an appreciation for adventure, and a genuine love for the outdoors; passion I apply to every aspect of my personal and professional life.
I spend as much time outdoors as possible; backpacking, river rafting, rock climbing, running, biking, playing tennis and more. When not outside, I’m usually spending time with my family, cooking them meals and trying new recipes. I truly enjoy the incredible cuisine, outdoor opportunities, and all the cultural diversity Arizona has to offer.
Before becoming a Financial Advisor for TCI, I spent years as a backpacking and river rafting guide in the Grand Canyon. While not the career path most financial advisors typically take, my vast experience as a backcountry guide prepared me for my current role as a CERTIFIED FINANCIAL PLANNER™ in a variety of wonderful ways from preparation to planning to putting others first.
Sure, the “summits” are somewhat different, but the approach to success is very similar in each guidance role. Helping people overcome obstacles and rise to challenges. Ensuring that those you’re leading are successful and stay on track, every step of the way. Building trusted, transparent relationships with those around me. Developing and sticking to a well-thought out plan. Starting at the bottom, and working together to reach the top. And of course, relying on expertise, experience and true guidance to achieve your goal.
I have always loved helping people. It may sound cliché, but for me, guiding others and a goal-driven approach to life is in my DNA. My clients’ needs always come first, and this client-centric care is also a core belief at TCI who put as much focus on fostering relationships as they do on fiduciary responsibility. Dedication to ensuring my clients are well informed and well-cared for – that they’re happy and successful – is paramount for me and what I’m proudest of.
I grew up as the daughter of a successful financial planner and graduated Magna Cum Laude at Northern Arizona University with a degree in Environmental Studies, so financial planning and planet earth are equally important to me. As such, my particular area of expertise is in sustainable, responsible and impact investing – aligning your long term investment strategy and overarching financial plan with your core values, specifically environmental and socially responsible focused goals.
Whatever your goals may be, I believe that a fear of failure should never stop someone from pursuing what is important to them. With sound planning, experienced support, and a good strategy in place, you can achieve your financial dreams!
I would love the opportunity to be your expert guide on this investment journey, ensuring you have the proper plan and people around you to reach the summit of your success.
Accreditations, Awards & Accolades
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 Tucson, we have the breadth and depth of expertise to handle your financial planning needs. 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 Tucson.
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:
Educated investors are the most successful investors. Partnering together, we will keep you informed to help you see through the noise of the marketplace to make wise financial decisions.
We believe that financial success is as much about emotional contentment and well-being, and that each of our clients’ unique life journeys are what ultimately determine their own customized definitions of success.
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.
The TCI team in Tucson is proud to work with and sponsor local organizations that are close to our hearts.
TCI Wealth in Tucson 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 ...