Meet the Team.

Bill spent 20 years in public accounting before following his passion and pivoting to investment management as the senior investment counselor for Miller/Russell & Associates. In 2009 he co-founded Moss Booth Wealth Advisors with Lori Booth-Houle, which helped clients achieve their financial goals holistically by integrating investment strategy, cash flow analysis, tax planning, and insurance reviews. In January 2016, Moss Booth Wealth Advisors joined TCI Wealth Advisors, and Bill joined as an Advisor and shareholder. Having spent his whole life in Arizona, Bill is a proud Arizonan who graduated from Arizona State University and loves cycling, hiking and yoga.

Hank Peck spent the early part of his career in medical insurance. As the industry evolved from being patient-centric, he still wanted to have a career where he made a positive impact on people’s lives. Stuck with this notion, he considered getting his CERTIFIED FINANCIAL PLANNING® certification and, during this time, had a chance encounter with TCI’s John Stephens, MD, MBA, CFA, CFP®. John explained how TCI impacts the lives of clients, and Hank realized he could accomplish his goals as wealth manager. In 2008 he joined TCI to help empower purpose-filled lives. During his time at TCI, Hank became a shareholder and was on the Board of Directors. When not working, Hank spent considerable time volunteering for countless nonprofit organizations throughout Southern Arizona.

After many years of working as a CPA in public and private accounting, Lori transitioned into wealth management in 2004. In 2009, she co-founded Moss Booth Wealth Advisors where she was a shareholder and wealth advisor. Moss Booth Wealth Advisors had a disciplined investment philosophy and exhibited an unwavering commitment to clients by delivering exceptional service, akin to TCI. In January 2016, Moss Booth Wealth Advisors joined TCI Wealth Advisors, and Lori became an Advisor and shareholder. Lori and her husband moved to Scottsdale without ever stepping foot in Arizona, but it was one of the most remarkable experiences of her life. Lori stays active by traveling, mountain biking, hiking and enjoying a walk through the desert.

Mike Sullivan had more than 40 years of experience providing comprehensive wealth management for high-net-worth individuals, families, foundations and endowments. Prior to joining TCI, Mike was the managing director for Tucson and the regional investment manager for the Western United States for BMO Private Bank. Mike is a proud University of Arizona alumni having graduated with a bachelor’s degree in finance. During his career he earned the Chartered Financial Analyst (CFA) designation from the CFA Institute and was involved with the CFA Institute nationally and locally. Mike also cares deeply about making Tucson a better place and spent more than two decades volunteering with the Community Foundation for Southern Arizona.

Bob Swift founded TCI Wealth Advisors in 1990 to provide unbiased financial guidance, based solely on the needs and goals of each client. He started in the financial industry as a stockbroker and thought most people could be successful investors on their own, so he started teaching lessons to anyone that would listen about the fine print-ridden financial industry. He believed clients deserved the right to know and fully understand the acronyms and fees. Bob’s educational information and meaningful message compelled his students to ask him to manage their assets for them. Thus, The Conservative Investor was founded at Bob’s kitchen table and now flourishes 30+ years later as TCI Wealth Advisors.