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Robert R
CFP®, Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Robert Rynders is a CFP® and holds a Series 65 license with three years of industry experience. He has been with TCI Wealth Advisors, Inc. since 2022 and previously worked at 1703: A Faith Collaborative and Gliocas LLC. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s asset-allocation-driven approach emphasizes diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) products.
Adam S
Series 65
Denver, CO
TCI Wealth Advisors, Inc.
Adam Sullivan is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO. He holds a Series 65 designation and has over 15 years of prior experience at Horizon Financial Group LLC before joining TCI in 2025. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s asset-allocation-driven investment process emphasizes diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) products.
Benjamin K
Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Benjamin Kappler is a financial advisor with TCI Wealth Advisors, Inc. in Tucson, AZ, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Blue Cross Blue Shield of Arizona and the University of Arizona's Eller College of Management. Outside of advising, he operates an eBay store that sources and sells products from yard sales. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes asset-allocation-driven strategies using institutional asset-class funds and supports client reviews with advanced account aggregation and reporting tools.
Michael P
CFA®, Series 65, Series 66
Austin, TX
TCI Wealth Advisors, Inc.
Michael Preis is a CFA® charterholder with 20 years of industry experience. He currently works at TCI Wealth Advisors, Inc. in Austin, TX, where he has been since 2025. Prior to joining TCI, he spent 15 years at Dimensional Fund Advisors. TCI Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities. The firm offers fee-only investment management and financial planning, focusing on an asset-allocation-driven approach that emphasizes diversification, long-term holding, and disciplined rebalancing.
Thomas L
CFP®, Series 63, Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Thomas Logan is a CFP® professional with five years of industry experience, currently serving at TCI Wealth Advisors, Inc. He previously worked at The Vanguard Group and has experience in the hospitality sector. Logan holds Series 63 and Series 65 licenses. TCI Wealth Advisors manages assets for individuals, business entities, retirement plans, trusts, estates, and charitable organizations through discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional funds and prioritizes portfolio diversification and periodic rebalancing.
Juan M
Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Juan Martinez Miranda is a financial advisor at TCI Wealth Advisors, Inc. in Tucson, AZ. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining TCI, he worked at TEKsystems Inc. for seven years and ADP for two years. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional funds and emphasizes technology and diversified approaches in its client service.
Ryan H
CFP®, Series 66
Tucson, AZ
TCI Wealth Advisors, Inc.
Ryan Halvorson is a CFP® professional with nine years of industry experience. He is currently with TCI Wealth Advisors, Inc., where he has worked since 2023. Prior to that, he was affiliated with Morgan Stanley and Morgan Stanley Private Bank from 2019 to 2023, and with U.S. Bank, Private Wealth Management from 2016 to 2019. Outside of his advisory role, Halvorson serves as an adjunct lecturer at the University of Arizona, teaching a course related to financial planning technology. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm uses a disciplined, long-term asset allocation approach focused on institutional asset-class funds, ETFs, and mutual funds, and emphasizes portfolio diversification and periodic rebalancing.
Constance C
Series 65
Reno, NV
TCI Wealth Advisors, Inc.
Constance Chan is a financial advisor at TCI Wealth Advisors, Inc. in Reno, NV, holding a Series 65 credential with three years of industry experience. Prior to her advisory role, she worked as a server at China Jade Horse Restaurant for over ten years. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional asset-class funds, ETFs, and mutual funds, and operates as a fee-only adviser with a multi-advisor team managing several billion dollars in client assets.
Kayla M
Series 65
Denver, CO
TCI Wealth Advisors, Inc.
Kayla Marjanovic is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding a Series 65 designation with seven years of industry experience. Her prior roles include positions at Shepherd Wealth & Retirement and Holloway Wealth Management. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation-driven investment approach focused on diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds.
Ashley B
Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Ashley Boykin is a Series 65 licensed advisor at TCI Wealth Advisors, Inc. in Tucson, AZ, with one year of experience in the financial industry. Prior to joining TCI Wealth Advisors, she worked in management roles at HOA Management Solutions, Sunbelt Medical Management, and Maximum Impact Physical Therapy. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation-driven investment process emphasizing diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) products.
Joshua B
Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Joshua Baird is a financial advisor with TCI Wealth Advisors, Inc. in Tucson, AZ. He holds a Series 65 credential and has five years of industry experience, including prior roles at Ironwood Wealth Management and Percension Wealth Advisors. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation-driven investment process focused on diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds such as those from Dimensional Fund Advisors.
Robert P
Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Robert Petrillo is a financial advisor at TCI Wealth Advisors, Inc. in Tucson, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining TCI Wealth Advisors in 2026, he worked at Pinnacle Plan Design, LLC for 13 years. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is asset-allocation driven, focusing on diversification, long-term holding periods, and disciplined rebalancing, primarily utilizing institutional asset-class funds including those from Dimensional Fund Advisors.
Amy R
CFP®, Series 66
Denver, CO
TCI Wealth Advisors, Inc.
Amy Richardson is a CFP® with 15 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. in Denver, Colorado. She has previously worked at Charles Schwab and its affiliated entities from 2016 to 2023. TCI Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a disciplined, long-term asset allocation strategy using institutional funds and technology-driven reporting, serving clients through a multi-advisor team as a fee-only adviser.
Bradley H
CFP®, Series 65
Denver, CO
TCI Wealth Advisors, Inc.
Bradley Hostetler is a financial advisor at TCI Wealth Advisors, Inc. in Denver, Colorado. He holds a Series 65 designation and has one year of industry experience, including prior roles at Fidelity Investments and other non-financial sectors. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation-driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily using institutional asset-class funds such as those from Dimensional Fund Advisors.
Michael G
CFP®, Series 63
Tucson, AZ
TCI Wealth Advisors, Inc.
Michael Grosso is a CFP® professional with 17 years of industry experience, currently serving at TCI Wealth Advisors, Inc. in Tucson, AZ. He has worked with TCI Wealth Management, Inc. since 2008 and was previously affiliated with CMG Solutions, LLC. Outside of his advisory role, he manages 3BP!, LLC, a non-investment-related business. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, offering discretionary and non-discretionary investment management along with financial planning and retirement plan consulting. The firm emphasizes an asset-allocation-driven investment process, diversification, long-term holding periods, and disciplined rebalancing, utilizing institutional asset-class funds including Dimensional Fund Advisors (DFA) products.
Andrea F
CFP®, Series 63, Series 66
Denver, CO
TCI Wealth Advisors, Inc.
Andrea Frazer is a CFP® professional with 11 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. in Denver, CO. Her prior experience includes nine years as a self-employed advisor and time dedicated as a stay-at-home mom. TCI Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, business entities, trusts, estates, and charities. The firm emphasizes an asset-allocation-driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily utilizing institutional asset-class funds.
Matthew B
Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Matthew Barkley is a financial advisor at TCI Wealth Advisors, Inc. in Tucson, AZ. He holds the Series 65 designation and began his advisory career with TCI in 2025. Prior to that, his background includes various roles and education from 2005 to 2025. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy and utilizes institutional asset-class funds, exchange-traded funds, and mutual funds.
Lily G
CFP®
Tucson, AZ
TCI Wealth Advisors, Inc.
Lily Graves is a CFP® professional with five years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. in Tucson, AZ. Her prior roles include positions at Four Seasons Guides and FT Tuthill Outdoor Program. She serves on the Board of Trustees of the Arizona-Sonora Desert Museum, participating in its Finance and Investment Committees. TCI Wealth Advisors provides investment management, financial planning, and retirement consulting services to individuals, high-net-worth clients, business entities, and charitable organizations. The firm employs an asset-allocation driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily utilizing institutional asset-class funds.
Jennifer M
CFP®, Series 65
Reno, NV
TCI Wealth Advisors, Inc.
Jennifer Means is a Certified Financial Planner (CFP®) with 11 years of experience in the financial advisory industry. She has been with TCI Wealth Advisors, Inc. since 2013, contributing to the firm’s multi-advisor team based in Reno, NV. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional asset-class funds, ETFs, and mutual funds, and manages several billion dollars in client assets on a fee-only basis.
Casey O
CFP®, Series 66
Tucson, AZ
TCI Wealth Advisors, Inc.
Casey O'Donovan is a CFP® professional with four years of industry experience, currently with TCI Wealth Advisors, Inc. in Tucson, AZ. Prior to this, Casey worked at CliftonLarsonAllen Wealth Advisors LLC and Bank of America N.A., among other firms. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily utilizing institutional asset-class funds including those from Dimensional Fund Advisors.
Jerico Rom M
CFP®, Series 63, Series 66
Tucson, AZ
TCI Wealth Advisors, Inc.
Jerico Rom Maddela is a CFP® professional with 17 years of experience in the financial industry. He currently works at TCI Wealth Advisors, Inc. and previously spent nine years at Charles Schwab. Outside of his advisory role, he manages real estate property management companies in Phoenix and Tucson and has been an independent insurance agent since 2019. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities with fee-only investment management, financial planning, and retirement plan consulting. The firm’s investment process emphasizes asset allocation, diversification, long-term holding periods, and disciplined rebalancing, primarily utilizing institutional asset-class funds.
Scott B
CFP®, Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Scott Bennett is a CFP® and Series 65-licensed advisor with seven years of industry experience. He is currently with TCI Wealth Advisors, Inc., where he has worked since 2016 with a break between 2019 and 2022 when he was at 3rd Decade, Inc. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional asset-class funds, ETFs, and mutual funds, supported by technology platforms for consolidated reporting.
Marshall R
Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Marshall Riebe is a financial advisor at TCI Wealth Advisors, Inc. based in Tucson, AZ, holding a Series 65 credential with one year of industry experience. He has been with TCI Wealth Advisors since 2017, including his current role beginning in 2026. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy utilizing institutional asset-class funds, ETFs, and mutual funds, and operates as a fee-only adviser with a multi-advisor team managing several billion dollars in client assets.
Lauren W
CFP®, Series 65
Denver, CO
TCI Wealth Advisors, Inc.
Lauren Williams is a CFP® with six years of industry experience, currently serving as a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO. Her prior experience includes four years at PNC Bank before joining TCI Wealth Advisors in 2018. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes an asset-allocation-driven investment approach, using institutional asset-class funds and a disciplined rebalancing strategy.
Juan S
CFP®, CFA®, Series 63
Tucson, AZ
TCI Wealth Advisors, Inc.
Juan Sicco is a CFA® charterholder with four years of industry experience. He is currently with TCI Wealth Advisors, Inc. in Tucson, AZ, where he has worked since 2021. Prior to joining TCI, he was employed at Charles Schwab & Co., Inc. and Vector Global WMG. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes an asset-allocation driven investment process focused on diversification, long-term holding periods, and disciplined rebalancing, primarily utilizing institutional asset-class funds including those from Dimensional Fund Advisors.
Christopher C
Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Christopher Cornelison is a Series 65-licensed advisor at TCI Wealth Advisors, Inc. with one year of industry experience. Prior to joining TCI Wealth Advisors in 2026, he worked for the Town of Oro Valley for 14 years. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional asset-class funds, ETFs, and mutual funds, and operates as a fee-only adviser with a multi-advisor team managing several billion dollars in client assets.
Samuel S
CFP®, CFA®, Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Samuel Swift is a CFP®, CFA®, and Series 65 credentialed advisor with 17 years of industry experience. He has been with TCI Wealth Management, Inc. since 2006. TCI Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting with an asset-allocation driven investment process that emphasizes diversification, long-term holding, and disciplined rebalancing.
Scott S
CFP®, Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Scott Styrmoe is a CFP® professional with 18 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. since 2017. He previously worked at AZ Wealth Strategies, LLC and AZ Wealth Strategies, Inc. Styrmoe is also an adjunct professor at the University of Arizona’s Norton School of Family and Consumer Sciences, where he teaches. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes an asset-allocation-driven investment process with diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds such as those from Dimensional Fund Advisors.
Kristofer L
CFP®, ChFC®, Series 63, Series 66
Tucson, AZ
TCI Wealth Advisors, Inc.
Kristofer Lyons is a CFP® and ChFC® at TCI Wealth Advisors, Inc. in Tucson, AZ, with 14 years of industry experience. He previously worked at Charles Schwab and Socially Stealth, LLC. Outside of his advisory role, he serves as a board member for the nonprofit Defenders of Children. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm follows a disciplined, long-term asset allocation strategy using institutional funds and emphasizes technology-driven reporting and diversified portfolios.
Guy H
CFP®
Denver, CO
TCI Wealth Advisors, Inc.
Guy Holman is a CFP® professional with 27 years of industry experience. He has been with TCI Wealth Advisors, Inc. in Denver, CO since 2010. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) products.
Vanessa L
CFP®
Tucson, AZ
TCI Wealth Advisors, Inc.
Vanessa Lee is a CFP® professional with nine years of experience in financial advising. She has worked at TCI Wealth Advisors, Inc. since 2017 and previously at Vestpointe Wealth Management, LLC from 2014 to 2017. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation-driven investment approach that emphasizes diversification, long-term holding, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) funds.
Kenneth R
Series 63, Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Kenneth Riebe is a financial advisor at TCI Wealth Advisors, Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with TCI Asset Managers, Inc. since 1992. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation approach using institutional asset-class funds, ETFs, and mutual funds, operating as a fee-only adviser with a multi-advisor team managing several billion dollars in client assets.
Kyle L
CFP®, Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Kyle Larson is a CFP® professional with nine years of industry experience, currently serving at TCI Wealth Advisors, Inc. since 2015. He holds a Series 65 license and is based in Tucson, AZ. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is asset-allocation driven, emphasizing diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) funds.
Cody C
CFP®, Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Cody Cassidy is a CFP® with seven years of industry experience, currently serving as a financial advisor at TCI Wealth Advisors, Inc. in Tucson, AZ. He has been with TCI Wealth Advisors since 2018 and previously worked at the University of Arizona Cancer Center. TCI Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, business entities, trusts, estates, and charities. The firm employs an asset-allocation-driven investment process focused on diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds such as those from Dimensional Fund Advisors.
Isaac W
CFP®, Series 66
Tucson, AZ
TCI Wealth Advisors, Inc.
Isaac Walshaw is a CFP® and Series 66-registered advisor with two years of industry experience. He currently works at TCI Wealth Advisors, Inc. and previously held roles at Schwab Wealth Advisory, Charles Schwab & Co., and Wells Fargo. His background also includes positions outside finance, such as at Lululemon Athletica and multiple roles at the University of Arizona. TCI Wealth Advisors serves individuals, businesses, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional funds and ETFs, supported by technology for consolidated reporting and model asset allocation programs.
Justin R
CFP®, Series 66
Tucson, AZ
TCI Wealth Advisors, Inc.
Justin Rodriguez is a CFP® professional with 10 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. since 2018. Prior to joining TCI, he worked at Next Financial Group, Inc. from 2015 to 2018. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is asset-allocation driven, emphasizing diversification, long-term holding periods, and disciplined rebalancing, with a notable use of Dimensional Fund Advisors (DFA) funds and a model-based process that includes hypothetical performance disclosures.
Joshua R
CFP®
Reno, NV
TCI Wealth Advisors, Inc.
Joshua Rennie is a CFP® professional with six years of experience in financial advising. He has been with TCI Wealth Advisors, Inc. since 2017 and previously worked for Climate Pros of Northern Nevada for twelve years. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes an asset-allocation-driven investment process, primarily utilizing institutional asset-class funds and maintaining a long-term, diversified approach.
John S
CFP®, CFA®, Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
John Stephens is a CFP®, CFA®, and Series 65 credentialed financial advisor with 26 years of industry experience. He has been with TCI Asset Managers, Inc. since 2000. Outside of his advisory role, he is a managing partner of 5 Daughters, LLC, a commercial real estate entity. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation driven investment process emphasizing diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds.
Troy C
CFP®, Series 65
Missoula, MT
TCI Wealth Advisors, Inc.
Troy Chrane is a CFP® with six years of industry experience, currently serving as a financial advisor at TCI Wealth Advisors, Inc. in Missoula, MT. His prior experience includes roles at Stewart & Associates, PLLC, Grove Street Fiduciary, and Texas Tech University. TCI Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, business entities, and charitable organizations, offering fee-only investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation driven investment process that emphasizes diversification, long-term holding, and disciplined rebalancing, primarily utilizing institutional asset-class funds such as Dimensional Fund Advisors (DFA).
Jose Y
Series 63, Series 65, Series 66
Tucson, AZ
TCI Wealth Advisors, Inc.
Jose Yanez is a financial advisor at TCI Wealth Advisors, Inc. with eight years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining TCI Wealth Advisors, he worked at The Vanguard Group and DoorDash. He serves as Treasurer for the Santa Cruz Valley Heritage Area, a community organization focused on preserving the region’s cultural and natural heritage. TCI Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, and charitable organizations. The firm employs a disciplined, long-term asset allocation approach using institutional funds, ETFs, and mutual funds, supported by technology platforms for consolidated reporting.
Addison A
CFP®, Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Addison Adelberg is a CFP® and Series 65 credentialed advisor with four years of industry experience. They have been with TCI Wealth Advisors, Inc. since 2017, including roles prior to their current position. Outside of advisory work, Addison previously worked with AZ Power Basketball. TCI Wealth Advisors, Inc. serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional asset-class funds and emphasizes diversification and periodic rebalancing within a multi-advisor, fee-only structure.
Justin T
CFP®, Series 63, Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Justin Thomas is a CFP® professional with 18 years of industry experience, currently serving at TCI Wealth Advisors, Inc. since 2010. Based in Tucson, AZ, he holds the Series 63 and Series 65 licenses. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes an asset-allocation-driven investment process focused on diversification, long-term holding periods, and disciplined rebalancing, primarily utilizing institutional asset-class funds including Dimensional Fund Advisors (DFA) offerings.
John K
Series 63, Series 65
Denver, CO
TCI Wealth Advisors, Inc.
John Kilkenny is a financial advisor at TCI Wealth Advisors, Inc. in Denver, Colorado. He holds the Series 63 and Series 65 licenses and has approximately one year of industry experience. Prior to joining TCI Wealth Advisors, he worked at Charles Schwab & Co., Inc. and has a background that includes roles outside the financial industry. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional asset-class funds, ETFs, and mutual funds, supported by a multi-advisor team managing several billion dollars in assets.
Hayley M
Series 65
Reno, NV
TCI Wealth Advisors, Inc.
Hayley Malone is a financial advisor at TCI Wealth Advisors, Inc. in Reno, NV, holding a Series 65 designation with one year of industry experience. Her prior experience includes roles at AAFCPAs, Broadstreet, BNC, and EY. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a disciplined, long-term asset allocation approach using institutional asset-class funds, ETFs, and mutual funds, and operates as a fee-only multi-advisor team managing several billion dollars in client assets.
Michael A
CFP®, Series 65
Tucson, AZ
TCI Wealth Advisors, Inc.
Michael Abeshaus is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with TCI Wealth Advisors, Inc. in Tucson, AZ since 2009. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes an asset-allocation-driven investment process with a focus on diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) funds.
Colby M
Series 65
Denver, CO
TCI Wealth Advisors, Inc.
Colby Miller is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding a Series 65 credential. He joined TCI Wealth Advisors in 2026 after eight years at PricewaterhouseCoopers Advisory Services, LLC, and spent three years working in the hospitality industry at UpTown Bar and Grille. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation approach using institutional asset-class funds, ETFs, and mutual funds, supported by technology for consolidated reporting and active cash management.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
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