Moss Booth Wealth Advisors Joins TCI Wealth Advisors, Inc. – Press Release
For Immediate Release
Contact: Missy Eddy
Moss Booth Wealth Advisors Joins TCI Wealth Advisors, Inc.
PHOENIX, Ariz. (February 2, 2016) – Bill Moss, CPA/PFS, and Lori Booth-Houle, CPA, CFP®, of Moss Booth Wealth Advisors have joined TCI Wealth Advisors, Inc. expanding the TCI Scottsdale office.
Bill Moss, CPA/PFS, has over 35 years experience in the financial industry where his career first began in public accounting. He earned a Bachelor of Science in Accountancy from Arizona State University. Moss is a member of the American Institute of Certified Public Accountants (AICPA), AICPA – Personal Financial Planning Section, Arizona Society of Certified Public Accountants and the ASU Economic Council. Moss joins TCI as an advisor and shareholder.
After starting her career in public and private accounting, Lori Booth-Houle, CPA, CFP®, transitioned to wealth management over 15 years ago and later co-found Moss Booth Wealth Advisors. She joins TCI Wealth Advisors, Inc. as an advisor and shareholder. Booth-Houle received her Bachelor of Science in Accounting from Johnson State College and is a member of the Financial Planning Association, AICPA, AICPA – Personal Financial Planning Section and Arizona Society of Certified Public Accountants. In addition, she is the treasurer of the Desert Foothills Mountain Bike Association.
“The addition of Bill and Lori continues to extend TCI’s depth of expertise with their extensive backgrounds in accounting, financial planning and investment management. They share our same disciplined investment philosophy and most importantly, have the same unwavering commitment to their clients and to delivering an exceptional service experience,” said Trisa Summers, CEO of TCI Wealth Advisors, Inc.
TCI Wealth Advisors, Inc. is an independent, fee-only wealth advisory firm headquartered in Tucson, Ariz. with an uncompromising commitment to the happiness of clients and staff. With offices in Scottsdale, Flagstaff, Reno, Nev., Santa Fe, NM, Denver, CO, and Santa Monica, CA, and nearly $2 billion in assets under management, TCI is one of the largest independent, registered investment advisory firms in the West. For more information, visit www.tciwealth.com or call 877-733-1859.