Ben Kappler
Operations
Operations
Aubree Jensen
NEXTBentley Sanes
Ben Kappler is a Trader in our Tucson Office. Ben’s passion for finance began during college when he began investing on his own. After discovering he enjoyed monitoring his investments and making trades, he decided to pursue a master’s degree in finance. Ben received his Bachelor of Science Degree in Political Science from Northern Arizona University and Master’s Degree in Finance from the University of Arizona Eller College of Management. Ben is excited to be a part of the TCI team and contribute meaningfully to TCI’s mission of delivering the best whole life investment experience possible for our clients.
When out of the office, Ben’s favorite thing to do is spend time with his family experiencing many activities together including practicing krav maga/self-defense with his sister. He also enjoys going to the gym, camping and finding new places to eat, because he says “who doesn’t love good food?”.
4011 East Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) 733-1488
ben.kappler@tciwealth.comAddison Adelberg, FPQP™
Advisor, Financial Planning AssociateAdrian Sandoval
OperationsAlice DeWitt
OperationsAndrew Riebe
Client ServiceAnita Denton, FPQP™
Client ServiceArt Tellez
Operations, ShareholderAshley Swift, MBA, FPQP™
Client Service, ShareholderAubree Jensen
Operations, ShareholderBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceCarolina Gillis
Client ServiceCatherine Nichols, J.D.
Operations, ShareholderCharlie Peck
Operations, ShareholderCheri Bustamante
OperationsChristina Slater, FPQP™
Client ServiceCody Cassidy, CFP®
AdvisorConnor Sullivan
OperationsCraig Coltharp, FPQP™
Client ServiceDana Sandoval, CFP®
OperationsDanielle Larcom
OperationsDawnette Sweet, FPQP™, CEP®
Client Service, ShareholderDebbie Hixson, FPQP™
Client Service, ShareholderDouglas L. Nelson, CPA, PFS
Advisor, ShareholderEden Bailey
Client ServiceGladys Rice, FPQP™
Client ServiceGuy Holman, CFP®
Advisor, ShareholderJen Nevenhoven
Operations, ShareholderJennifer Botz
Client ServiceJennifer Means, CFP®, FPQP™
Advisor, ShareholderJessica Nelson, PhD, LMFT
Financial Planning AssociateJoan Padar, FPQP™
Client ServiceJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Cohen
OperationsJosh Rennie, CFP®, AIF®
AdvisorJuan Sicco
OperationsJustin Rodriguez, CFP®
Advisor, ShareholderJustin Thomas, CFP®
Advisor, ShareholderKayla Marjanović
OperationsKelly Cox, FPQP™
OperationsKen Riebe
Advisor, ShareholderKim Peterson, FPQP™
Client ServiceKyle Larson, CFP®
Advisor, ShareholderLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®
AdvisorLily Styrmoe, CFP®, CSRIC™
AdvisorLisa Reinhardt
Client ServiceLori Booth-Houle, CPA, CFP®
Advisor, ShareholderMarshall Riebe, FPQP™
Advisor, Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack, MBA
Client ServiceMelissa Plenge, FPQP™
Client ServiceMichael Grosso, CFP®
Advisor, ShareholderMickey Abeshaus, MD, CFP®
Advisor, ShareholderMike Sullivan, CFA
Advisor, ShareholderMiranda Soeder
Client ServiceMissy Eddy, MBA
Operations, ShareholderMJ Brehm
Client ServiceMorgan Bell
Client ServiceNicole Gaudioso, FPQP™
OperationsRachel McCullough
Advisor, Financial Planning AssociateRobert Swift
Advisor, ShareholderRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceRyan Meredith
OperationsSam Swift, CFA, CFP®, AIF®
Advisor, Retirement Plans, ShareholderSarah Oxford
Client ServiceScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M, IACCP®
OperationsStephanie Sutterley, FPQP™
Client ServiceTammy Morgan, FPQP™
Client Service, ShareholderTom Logan
Financial Planning AssociateToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
Advisor, Financial Planning AssociateValerie Farris, FPQP™
Client Service, Retirement PlansVanessa Burke Lee, CPA, CFP®
Advisor4011 East Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) 733-1488
ben.kappler@tciwealth.com