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(877) 733-1859Addison Adelberg, CFP®, FPQP™
Financial Planning AssociateAdrian Sandoval
OperationsAlice DeWitt
OperationsAmy Richardson, CFP®, CWS®, MBA
Client ServiceAndrea Frazer, CFP®
Financial Planning AssociateAndrew Riebe
OperationsAnita Denton, FPQP™
Client ServiceArt Tellez
Client Service, ShareholderAshley Swift, MBA, FPQP™
Operations, ShareholderAubree Jensen, MBA
Operations, ShareholderBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceBill Moss
TCI EmeritusBritteny Battle, MBA, FPQP®
Client ServiceCarolina Gillis
OperationsCharlie Peck
Operations, ShareholderCheri Bustamante
OperationsChristina Slater, MBA, FPQP™
Client ServiceCody Cassidy, CFP®
Advisor, ShareholderConnie Chan
Financial Planning AssociateConnor Sullivan
OperationsCraig Coltharp, FPQP™
Client ServiceDanielle Larcom
OperationsDawnette Sweet, FPQP™, CEP®
Client Service, ShareholderDebbie Hixson, FPQP™
Client Service, ShareholderDevon Brown
Financial Planning AssociateDouglas L. Nelson, CPA, PFS
Advisor, ShareholderEden Bailey, FPQP™
Client ServiceGladys Rice, CEP®, FPQP®
Client ServiceGuy Holman, CFP®
Advisor, ShareholderHank Peck
TCI EmeritusHeather Skay
Client ServiceJack Kilkenny
OperationsJen Nevenhoven
Operations, ShareholderJennifer Means, MBA, CFP®
Advisor, ShareholderJennifer Olson
Client ServiceJessica Nelson, PhD, LMFT
Financial Planning AssociateJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Cohen
OperationsJosh Rennie, MBA, CFP®, AIF®
AdvisorJuan Sicco
OperationsJustin Rodriguez, CFP®
Advisor, ShareholderJustin Thomas, CFP®
Advisor, ShareholderKayla Marjanović
OperationsKelly Cox, FPQP™
OperationsKelly Weber, FPQP™
Client ServiceKen Riebe
Advisor, ShareholderKenzie Trusela
Client ServiceKim Peterson, FPQP™
Client ServiceKristen Zaitz
Client ServiceKyle Larson, CFP®
Advisor, ShareholderLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®, MBA
Advisor, ShareholderLily Styrmoe, CFP®, CSRIC™
Advisor, ShareholderLisa Reinhardt
Client ServiceLori Booth-Houle
TCI EmeritusLuis Yanez
Financial Planning AssociateMarshall Riebe, FPQP™
Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack, MBA
Client ServiceMelissa Plenge, FPQP™
Client ServiceMichael Grosso, CFP®
Advisor, ShareholderMickey Abeshaus, MD, CFP®
Advisor, ShareholderMike Sullivan
TCI EmeritusMiranda Soeder, FPQP™
Client ServiceMissy Eddy, MBA
Operations, ShareholderMorgan Bell, FPQP™
Client ServiceNicole Gaudioso, FPQP™
OperationsRob Rynders, CFP®
Financial Planning AssociateRobert Swift
TCI EmeritusRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceRyan Halvorson, CFP®
AdvisorRyan Meredith
Financial Planning AssociateSam Gomez
Client ServiceSam Swift, CFA, CFP®, AIF®
Advisor, Retirement Plans, ShareholderSarah Oxford, FPQP™
Client ServiceScott Bennett, CFP®
Advisor, ShareholderScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M, IACCP®
Operations, ShareholderSkylar Robles
Client ServiceStephanie Sutterley, FPQP™
Client ServiceTom Logan
Financial Planning AssociateToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
AdvisorVanessa Burke Lee, MBA, CPA, CFP®, CFT-I™
Advisor, ShareholderNo members found.
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.
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.
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.
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.
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.