Steve Glassberg
Operations
Operations
Stephanie Sutterley, FPQP™
NEXTTammy Morgan, FPQP™
Steve Glassberg is an Operations Associate in the Tucson office. Steve comes to TCI with more than 25 years of experience in the financial industry and is a Tucson native. While the industry is always changing, he says every day brings another chance for us to grow and learn something new. Steve is a graduate of University of Arizona.
In his free time, Steve enjoys spending time outdoors hiking, biking and gardening as well as cooking and listening to music. He and his wife Sandi love to travel and explore new places and spending time with their four children. Steve loves spending time around animals and volunteers at the Humane Society of Southern Arizona.
4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) 733-1488
steve.glassberg@tciwealth.comAdam Hicks, FPQP™
Financial Planning AssociateAddison Adelberg, FPQP™
Financial Planning AssociateAlice DeWitt
OperationsAnita Denton, FPQP™
Client ServiceArt Tellez
Operations, ShareholdersAshley Swift, MBA, FPQP™
Client Service, ShareholdersAubree Jensen
Operations, ShareholdersBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceCatherine Nichols, J.D.
Operations, ShareholdersCharlie Peck
Operations, ShareholdersChristina Slater, FPQP™
Client ServiceCody Cassidy, CFP®
AdvisorsCraig Coltharp, FPQP™
Client ServiceDana Sandoval, CFP®
AdvisorsDanielle Larcom
OperationsDawnette Sweet, FPQP™
Client Service, ShareholdersDebbie Hixson, FPQP™
Client Service, ShareholdersDoug Nelson, CPA, PFS
Advisors, ShareholdersGladys Rice, FPQP™
Client ServiceGuy Holman, CFP®
Advisors, ShareholdersJen Nevenhoven
Operations, ShareholdersJennifer Botz
Client ServiceJennifer Means, CFP®, FPQP™
Advisors, ShareholdersJoan Padar, FPQP™
Client ServiceJohn Stephens, MD, MBA, CFA, CFP®
Advisors, ShareholdersJosh Cohen
OperationsJosh Rennie, CFP®, AIF®
AdvisorsJustin Rodriguez, CFP®
AdvisorsJustin Thomas, CFP®
Advisors, ShareholdersKelly Cox, FPQP™
OperationsKen Riebe
Advisors, ShareholdersKim Peterson, FPQP™
Client ServiceKyle Larson, CFP®
Advisors, ShareholdersLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®
AdvisorsLea Brown, FPQP™
Client ServiceLily Styrmoe, CFP®, CSRIC™
AdvisorsLori Booth-Houle, CPA, CFP®
Advisors, ShareholdersMarshall Riebe, FPQP™
Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack
Client ServiceMelissa Plenge, FPQP™
Client ServiceMichael Grosso, CFP®
Advisors, ShareholdersMickey Abeshaus, MD, CFP®
Advisors, ShareholdersMike Sullivan, CFA
Advisors, ShareholdersMissy Eddy
Operations, ShareholdersNicole Gaudioso, FPQP™
Client ServiceRachel Kerswill
Client ServiceRachel McCullough
Financial Planning AssociateRobert Swift
Advisors, ShareholdersRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceSam Swift, CFA, CFP®, AIF®
Advisors, Retirement Plans, ShareholdersSarah Oxford
Client ServiceScott Styrmoe, MBA, CPA, CFP®
Advisors, ShareholdersShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M
OperationsStephanie Sutterley, FPQP™
Client ServiceSteve Glassberg
OperationsTammy Morgan, FPQP™
Client Service, ShareholdersToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
Financial Planning AssociateValerie Farris, FPQP™
Client Service, Retirement PlansVanessa Lee, CPA, CFP®
Advisors