Meet the Team.

  • All
  • Advisor
  • Client Service
  • Operations
  • Retirement Plans
  • Shareholder
  • TCI Emeritus

Addison Adelberg, CFP®, FPQP™

Financial Planning Associate

Adrian Sandoval

Operations

Alice DeWitt

Operations

Amy Richardson, CFP®, CWS®, MBA

Client Service

Andrea Frazer, CFP®

Financial Planning Associate

Andrew Riebe

Operations

Anita Denton, FPQP™

Client Service

Art Tellez

Client Service, Shareholder

Ashley Swift, MBA, FPQP™

Operations, Shareholder

Aubree Jensen, MBA

Operations, Shareholder

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Bill Moss

TCI Emeritus

Britteny Battle, MBA, FPQP®

Client Service

Carolina Gillis

Client Service

Charlie Peck

Operations, Shareholder

Cheri Bustamante

Operations

Christina Slater, MBA, FPQP™

Client Service

Cody Cassidy, CFP®

Advisor, Shareholder

Connie Chan

Financial Planning Associate

Connor Sullivan

Operations

Craig Coltharp, FPQP™

Client Service

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholder

Debbie Hixson, FPQP™

Client Service, Shareholder

Devon Brown

Financial Planning Associate

Douglas L. Nelson, CPA, PFS

Advisor, Shareholder

Eden Bailey, FPQP™

Client Service

Gladys Rice, CEP®, FPQP®

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Hank Peck

TCI Emeritus

Heather Skay

Client Service

Jack Kilkenny

Operations

Jen Nevenhoven

Operations, Shareholder

Jennifer Means, MBA, CFP®

Advisor, Shareholder

Jennifer Olson

Client Service

Jessica Nelson, PhD, LMFT

Financial Planning Associate

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

Josh Cohen

Operations

Josh Rennie, MBA, CFP®, AIF®

Advisor

Juan Sicco

Operations

Justin Rodriguez, CFP®

Advisor, Shareholder

Justin Thomas, CFP®

Advisor, Shareholder

Kayla Marjanović

Operations

Kelly Cox, FPQP™

Operations

Kelly Weber, FPQP™

Client Service

Ken Riebe

Advisor, Shareholder

Kenzie Trusela

Client Service

Kim Peterson, FPQP™

Client Service

Kristen Zaitz

Client Service

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®, MBA

Advisor, Shareholder

Lily Styrmoe, CFP®, CSRIC™

Advisor, Shareholder

Lisa Reinhardt

Client Service

Lori Booth-Houle

TCI Emeritus

Luis Yanez

Financial Planning Associate

Marshall Riebe, FPQP™

Financial Planning Associate

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Client Service

Michael Grosso, CFP®

Advisor, Shareholder

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan

TCI Emeritus

Miranda Soeder, FPQP™

Client Service

Missy Eddy, MBA

Operations, Shareholder

Morgan Bell, FPQP™

Client Service

Nicole Gaudioso, FPQP™

Operations

Rob Rynders, CFP®

Financial Planning Associate

Robert Swift

TCI Emeritus

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Ryan Halvorson, CFP®

Advisor

Ryan Meredith

Financial Planning Associate

Sam Gomez

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

Sarah Oxford, FPQP™

Client Service

Scott Bennett, CFP®

Advisor, Shareholder

Scott Styrmoe, MBA, CPA, CFP®

Advisor, Shareholder

Shane Abeshaus

Operations

Shawn Williams

Client Service

Simone Gehner, LL.M, IACCP®

Operations, Shareholder

Skylar Robles

Client Service

Stephanie Sutterley, FPQP™

Client Service

Tom Logan

Financial Planning Associate

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Advisor

Vanessa Burke Lee, MBA, CPA, CFP®, CFT-I™

Advisor, Shareholder

No members found.

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Bill Moss, CPA, PFS

TCI Emeritus

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.

TCI Emeritus members are retired from TCI and no longer provide investment or financial planning services. The credentials listed were active when they worked at TCI.

Bill Moss portrait image

Hank Peck, CFP®, AEP®

TCI Emeritus

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.

TCI Emeritus members are retired from TCI and no longer provide investment or financial planning services. The credentials listed were active when they worked at TCI.

Hank Peck portrait image

Lori Booth-Houle, CPA, CFP®

TCI Emeritus

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.

TCI Emeritus members are retired from TCI and no longer provide investment or financial planning services. The credentials listed were active when they worked at TCI.

Lori Booth-Houle portrait image

Mike Sullivan, CFA

TCI Emeritus

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.

TCI Emeritus members are retired from TCI and no longer provide investment or financial planning services. The credentials listed were active when they worked at TCI.

Mike Sullivan portrait image

Robert Swift

TCI Emeritus

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.

TCI Emeritus members are retired from TCI and no longer provide investment or financial planning services. The credentials listed were active when they worked at TCI.

Robert Swift portrait image