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Charlie Peck

Operations

Charlie Peck is a Lead Trader at TCI Wealth Advisors serving all TCI offices. He received his Bachelor of Science, Business Administration, Finance degree from the University of Arizona Eller College of Management.  Charlie continues to support the U of A as a Young Alumni Representative for The University of Arizona Alumni Association Wildcat for Life Leadership Council and also as Chapter Counselor/Alumni Advisor – Beta Theta Pi fraternity, Delta Beta Chapter.

When out of the office, Charlie spends time with his family and friends including cycling, hiking, fishing, golfing, cooking and travelling. “Bear Down Arizona, Go ‘Cats!”.

Get in touch with Charlie Peck

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

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Alice DeWitt

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Anita Denton, FPQP™

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Art Tellez

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Ashley Swift, MBA, FPQP™

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Aubree Jensen

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Ben Kappler

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Bentley Sanes

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Bethany Hustin

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Catherine Nichols, J.D.

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Charlie Peck

Operations

Christina Slater, FPQP™

Client Service

Cody Cassidy, CFP®

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Craig Coltharp

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Dana Sandoval, CFP®

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Danielle Larcom

Operations

Dawnette Sweet, FPQP™

Client Service, Shareholders

Debbie Hixson, FPQP™

Client Service

Doug Nelson, CPA, PFS

Advisors, Shareholders

Gladys Rice, FPQP™

Client Service

Guy Holman, CFP®

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Jen Nevenhoven

Operations

Jennifer Botz

Client Service

Jennifer Means, CFP®, FPQP™

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Joan Padar

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

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

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

Financial Planning Associate

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Lee, CPA, CFP®

Advisors