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Ben Kappler

Operations

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?”.  

Get in touch with Ben Kappler

  • Advisors
  • Client Service
  • Operations
  • Retirement Plans
  • Shareholders

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Cody Cassidy, CFP®

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Dana Sandoval, CFP®

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Danielle Larcom

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David Niichel, CFP®

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Dawnette Sweet, FPQP™

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Debbie Hixson, FPQP™

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Gladys Rice, FPQP™

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Jennifer Botz

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Jennifer Means, CFP®, FPQP™

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Joan Padar

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Advisors, Shareholders

Josh Rennie, CFP®, AIF®

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Justin Rodriguez, CFP®

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Justin Thomas, CFP®

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Kelly Cox, FPQP™

Operations

Ken Riebe

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Kim Peterson, FPQP™

Client Service

Kyle Larson, CFP®

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Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®

Advisors

Lea Brown, FPQP™

Client Service

Lily Styrmoe, CFP®, CSRIC™

Advisors

Liz Polakoff, FPQP™

Operations

Lori Booth-Houle, CPA, CFP®

Advisors, Shareholders

Marshall Riebe, FPQP™

Financial Planning Associate

Mary Hardy, FPQP™

Client Service

Matt Schmack

Client Service

Melissa Klemp, 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

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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, CPA, CFP®

Advisors, Shareholders

Shane Abeshaus

Operations

Shawn Williams

Client Service

Simone Gehner, LL.M

Operations

Stephanie Sutterley, FPQP™

Client Service

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Operations

Tammy Morgan, FPQP™

Client Service, Shareholders

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Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane

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Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Lee, CPA, CFP®

Advisors