TCI Wealth Advisors, Inc.

Description

Address: 4757 Caughlin Pkwy Suite B, Reno, NV 89519 Phone: (775) 746-6255Category: : : Hours: : Website: Place name: : : : Website: http://tciwealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of TCI Wealth Advisors, Inc Posting publicly on the Web Write a review Reviews Be the first to review

TCI Wealth Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TCI Wealth Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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TCI Wealth Advisors, Inc. Employees

Employee
Years
Job
Industry
Lisa Ekin Farrier, CFP® Lisa Ekin Farrier, CFP® Carnelian Bay, California Details
Lisa Ekin Farrier, CFP®'s TCI Wealth Advisors, Inc. Experience December 2004 - November 2013
Job Associate Advisor at Open Window Financial Solutions
Industry Financial Services
Experience
Open Window Financial Solutions, Ltd.   December 2013 - Present
TCI Wealth Advisors, Inc.   December 2004 - November 2013
Plumas Bank  October 2003 - December 2004
Linsco/Private Ledger  October 2002 - October 2003
RINET Company, LLC  October 2001 - June 2002

Education
University of Colorado Boulder   1995 — 1999
Bachelor of Science (BS) in Businesss Administration, Finance, Cum Laude

Kaplan University
CFP Professional Education Program

Charles Stanton Charles Stanton Tucson, Arizona Details
Charles Stanton's TCI Wealth Advisors, Inc. Experience March 2009 - December 2009
Job Valuation Analyst at Brueggeman and Johnson Yeanoplos, P.C.
Industry Financial Services
Experience
Tucson CFA Society   2015 - Present
Brueggeman and Johnson Yeanoplos, P.C.   March 2011 - Present
Tucson CFA Society   2013 - 2014
TCI Wealth Advisors, Inc.   March 2009 - December 2009

Skills
Business Valuation, Valuation, Financial Analysis, Finance, Mergers & Acquisitions, Investments, Microsoft Office, Financial Modeling, Portfolio Management, Microsoft Excel, Asset Management, Financial Planning, Microsoft Word

Education
University of Arizona, Eller College of Management   2015 — 2016
Master's of Science, Finance

University of Arizona, Eller College of Management   2005 — 2009
Bachelor of Science (B.S.), Finance, General

Semester at Sea   2008 — 2008

Sabino High School

Sabino High School

Tracy Sheehan Tracy Sheehan Tucson, Arizona Details
Tracy Sheehan's TCI Wealth Advisors, Inc. Experience July 2014 - Present
Job Client Coordinator at TCI Wealth Advisors, Inc.
Industry Marketing and Advertising
Experience
TCI Wealth Advisors, Inc.   July 2014 - Present
TagLine Media Group   June 2010 - July 2014
Risky Business   January 1999 - July 2014
Petite Pea Catering   November 2009 - March 2010
Pei Wei Asian Diner  May 2007 - September 2009

Education
Pima Community College   1995 — 1997

Catherine Nichols Catherine Nichols Tucson, Arizona Area Details
Catherine Nichols's TCI Wealth Advisors, Inc. Experience January 2015 - Present
Job President at TCI Wealth Advisors, Inc.
Industry Investment Management
Experience
TCI Wealth Advisors, Inc.   January 2015 - Present
TCI Wealth Advisors, Inc.   June 2008 - December 2014
UniSource Energy Corporation  May 1989 - June 2006

Education
Southern Methodist University   1984 — 1987
Juris Doctor, Law

Hillsdale College   1976 — 1980
Bachelor of Arts, English

Dana Sandoval, CFP® Dana Sandoval, CFP® Greater Denver Area Details
Dana Sandoval, CFP®'s TCI Wealth Advisors, Inc. Experience January 2015 - Present
Job Support Advisor at TCI Wealth Advisors, Inc.
Industry Investment Management
Experience
TCI Wealth Advisors, Inc.   January 2015 - Present
TCI Wealth Advisors, Inc.   October 2010 - Present
First Western Trust Bank  September 2006 - September 2010
Reber/Russell Company   January 1999 - September 2006

Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Investment Advisory, Financial Planning, Mutual Funds, Retirement Planning, Estate Planning

Education
University of San Diego   1981 — 1981
Emphasis Estates, Trusts & Wills, Paralegal Degree

Colorado State University   1977 — 1981
BA, Economics

Shane Abeshaus Shane Abeshaus Tucson, Arizona Details
Shane Abeshaus's TCI Wealth Advisors, Inc. Experience July 2014 - Present
Job Trader/ParaPlanner at TCI Wealth Advisors, Inc.
Industry Financial Services
Experience
TCI Wealth Advisors, Inc.   July 2014 - Present
Catering By Design  August 2013 - July 2014
Ben's Underground   April 2012 - May 2013
Thornager's Catering   May 2012 - August 2012
Thornager's Catering   2010 - 2012

Skills
Marketing, Facebook, Catering, Editing, Social Media, Data Analysis, Microsoft Office, Hospitality Industry, Food & Beverage, Customer Service, Food, Restaurants

Education
Franklin & Marshall College   2009 — 2013
Bachelor of Arts (BA), Business, Organizations, & Society

Liz Claridge Liz Claridge Tucson, Arizona Area Details
Liz Claridge's TCI Wealth Advisors, Inc. Experience September 2015 - Present
Job Trader at TCI Wealth Advisors
Industry Financial Services
Experience
TCI Wealth Advisors, Inc.   September 2015 - Present
Dickey & Associate, PLLC   July 2014 - September 2015
Joel's Mobile - Tucson Auto Detailing & Powerwashing   January 2010 - July 2014
Computer Programming Unlimited   August 2009 - May 2011
Century 21  February 2004 - August 2009

Skills
Leadership, Customer Service, Small Business, Team Leadership, Social Media Marketing, Team Building, Social Networking, Entrepreneurship, Selling, Marketing, Budgets, Contract Negotiation, Training, Sales, Online Marketing, Start-ups, Negotiation, Advertising, Public Speaking, Business Planning

Education
Brigham Young University   1983 — 1988
Bachelor of Science (BS), PE-Dance

John Stephens, MD John Stephens, MD Tucson, Arizona Area Details
John Stephens, MD's TCI Wealth Advisors, Inc. Experience September 1999 - Present
Job Shareholder / Wealth Advisor at TCI Wealth Advisors, Inc.
Industry Financial Services
Experience
TCI Wealth Advisors, Inc.   September 1999 - Present
Thomas Davis Medical Clinic   May 1991 - May 1997

Education
Arizona State University - W. P. Carey School of Business   1997 — 1999
MBA

University of Arizona College of Medicine – Tucson   1982 — 1986
MD, Medicine

Stanford University   1978 — 1982
BS, Biology

Charlie Peck Charlie Peck Tucson, Arizona Area Details
Charlie Peck's TCI Wealth Advisors, Inc. Experience July 2011 - Present
Job Assistant Portfolio Manager at TCI Wealth Advisors, Inc.
Industry Financial Services
Experience
TCI Wealth Advisors, Inc.   July 2011 - Present

Skills
Software Proficiency, Writing, Creative Problem Solving, Asset Allocation, Portfolio Management, Investments, Mutual Funds, Retirement Planning, Financial Advisory, Retirement, Trading, Financial Services

Education
University of Arizona   2007 — 2011
BS, Finance - Eller College of Management

University of Arizona, Eller College of Management   2007 — 2011
BS, Finance

Guy Holman, CFP® Guy Holman, CFP® Greater Denver Area Details
Guy Holman, CFP®'s TCI Wealth Advisors, Inc. Experience October 2010 - Present
Job Wealth Advisor at TCI Wealth Advisors, Inc.
Industry Investment Management
Experience
Excelsior Youth Center  August 2014 - Present
TCI Wealth Advisors, Inc.   October 2010 - Present
First Western Trust Bank  September 2006 - September 2010
Reber/Russell Co.   August 1998 - September 2006
Deloitte & Touche  1984 - 1990

Skills
Wealth Management, Financial Planning, Investments, Strategic Financial..., Wealth, Financial Advisory, Retirement Planning, Personal Tax Planning, Asset Allocation, Tax, Estate Planning, Asset Management, Investment Advisory, Retirement, Alternative Investments, Investment Strategies, Mutual Funds, Portfolio Management, Wealth Management..., Investment Management

Education
Lafayette College   1980 — 1984
BA, Economics & Business

Rex Woodbury Rex Woodbury New York, New York Details
Rex Woodbury's TCI Wealth Advisors, Inc. Experience June 2012 - August 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2015 - Present
Connect  January 2015 - Present
NCAA  2011 - 2015
Goldman Sachs  June 2014 - August 2014
Morgan Stanley  January 2014 - March 2014
Morgan Stanley  June 2013 - August 2013
TCI Wealth Advisors, Inc.   June 2012 - August 2012

Skills
Research, Microsoft Excel, Economics, Analysis, Microsoft Office, Editing, Social Media, Public Speaking, Microsoft Word, Data Analysis, Time Management, Spanish, PowerPoint, Social Networking, Coaching, Stata, Photoshop, Java, Event Planning, Market Research, Statistics, Valuation, Financial Modeling, Financial Analysis, Financial Statement..., Python, M&A Modeling, Leveraged Finance

Education
Dartmouth College   2011 — 2015
Bachelor of Arts (B.A.), Economics, summa cum laude

Michael Grosso, CFP® Michael Grosso, CFP® Phoenix, Arizona Area Details
Michael Grosso, CFP®'s TCI Wealth Advisors, Inc. Experience March 2008 - Present
Job Shareholder / Advisor at TCI Wealth Advisors, Inc.
Industry Financial Services
Experience
TCI Wealth Advisors, Inc.   March 2008 - Present
Charles Schwab & Co., Inc   March 1997 - March 2008

Skills
Wealth Management, Financial Advisory, Investments, Retirement, Estate Planning, Financial Planners, Finance, Wealth, Risk Management, Portfolio Management, Asset Management, Financial Modeling, Investment Advisory, Mutual Funds, Strategic Financial..., Investment Strategies, Asset Allocation, Retirement Planning

Education
Arizona State University - W. P. Carey School of Business   1993 — 1997
Bachelor of Science, Marketing

Arizona State University - W. P. Carey School of Business   1993 — 1997
Bachelor’s Degree, Finance

Katie Sweet Katie Sweet Reno, Nevada Area Details
Katie Sweet's TCI Wealth Advisors, Inc. Experience September 2014 - Present
Job Support Associate at TCI Wealth Advisors, Inc.
Industry Financial Services
Experience
TCI Wealth Advisors, Inc.   September 2014 - Present
Salon Platinum  July 2007 - Present

Skills
Customer Service, Financial Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Time Management, Social Media, Teamwork

Education
International Academy of Style   2006 — 2007
Cosmetology, Cosmetology and Related Personal Grooming Services

Reno High School   2002 — 2006

Jacob Glaser, J.D. Jacob Glaser, J.D. San Diego, California Details
Jacob Glaser, J.D.'s TCI Wealth Advisors, Inc. Experience May 2010 - August 2010
Job 2015 California Bar Candidate
Industry Law Practice
Experience
Thomas Law Group P.C.   May 2014 - August 2014
IMG UCLA   May 2011 - December 2011
Trico Electric Coopertive Inc.  May 2010 - August 2010
TCI Wealth Advisors, Inc.   May 2010 - August 2010

Skills
Legal Issues, Copyright Law, Mediation, Trademarks, Constitutional Law, Microsoft Office, Legal Writing, Public Speaking, Microsoft Excel

Education
Thomas Jefferson School of Law   2012 — 2015

Loyola Marymount University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Law

Trisa Summers, CFP® Trisa Summers, CFP® Phoenix, Arizona Area Details
Trisa Summers, CFP®'s TCI Wealth Advisors, Inc. Experience February 2015 - Present
Job CEO at TCI Wealth Advisors, Inc.
Industry Financial Services
Experience
TCI Wealth Advisors, Inc.   February 2015 - Present
TCI Wealth Advisors, Inc.   January 2011 - Present
TCI Wealth Advisors, Inc.   August 1999 - Present
AQN Advisors, Inc.   June 2005 - January 2008

Skills
Financial Planning, Retirement Planning, Wealth Management, Investments, Portfolio Management, Mutual Funds, Asset Management, Strategic Planning, Investment Advisory, Asset Allocation, Strategic Financial..., Estate Planning, Financial Advisory, Wealth, Asset Managment, Small Business, Retirement, Equities, Personal Finance, Operations Management, Technology Management, Public Speaking, Marketing Communications

Education
California State University-Sacramento   1988 — 1992
B.A., Education

University of Southern California

Ashley Swift, MBA Ashley Swift, MBA Tucson, Arizona Area Details
Ashley Swift, MBA's TCI Wealth Advisors, Inc. Experience January 2009 - Present
Job Associate at TCI Wealth Advisors, Inc.
Industry Investment Management
Experience
TCI Wealth Advisors, Inc.   January 2009 - Present
TCI Wealth Advisors, Inc.   October 2006 - December 2008

Skills
Asset Allocation, Portfolio Management, Wealth Management, Mutual Funds, Investment Advisory, Asset Management, Investments, Retirement Planning, Retirement, Wealth, Estate Planning, Management, Strategic Financial...

Education
Grand Canyon University
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.98 GPA

Northern Arizona University
Bachelor’s Degree, B.S. Elementary Education

University of Arizona

Brian Connors Brian Connors Greater Boston Area Details
Brian Connors's TCI Wealth Advisors, Inc. Experience February 2015 - May 2015
Job Student at University of Arizona
Industry Financial Services
Experience
Interactive Data  June 2015 - August 2015
TCI Wealth Advisors, Inc.   February 2015 - May 2015
Universum  August 2014 - November 2014
ES3  May 2014 - August 2014
Cabot Corporation  June 2014 - June 2014
Greater Gardner Chamber of Commerce   September 2010 - May 2011

Skills
Marketing, Social Media, Analysis, Leadership, Recruiting, Microsoft Office, Teamwork, Time Management, Strategic Planning, Marketing Strategy, Collaboration, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Management, Event Planning, Finance, Financial Education, Economic Research, Market Research, Strategy

Education
University of Arizona   2012 — 2015
Bachelor’s Degree, Economics

University of New Hampshire -- Peter T. Paul College of Business and Economics   2011 — 2012

Aubree Coggins-Jensen Aubree Coggins-Jensen Tucson, Arizona Area Details
Aubree Coggins-Jensen's TCI Wealth Advisors, Inc. Experience June 2008 - Present
Job Director of Finance at TCI Wealth Advisors, Inc.
Industry Investment Management
Experience
TCI Wealth Advisors, Inc.   June 2008 - Present
Automatic Transmission Center   March 2005 - June 2008

Skills
Internal Accounting, Managing Employee..., Client Billing, Financial Reporting

Education
Northern Arizona University   2009 — 2012
Bachelor of Business Administration (B.B.A.) Emphasis in Business Management, Business Administration and Management, General

Weber State University   2004 — 2008

Hank Peck, CFP® Hank Peck, CFP® Tucson, Arizona Area Details
Hank Peck, CFP®'s TCI Wealth Advisors, Inc. Experience 2008 - Present
Job Shareholder/Wealth Advisor at TCI Wealth Advisors, Inc.
Industry Investment Management
Experience
TCI Wealth Advisors, Inc.   2008 - Present
Compass Insurance, Inc.   2006 - 2008
Hank Peck & Associates, Inc.   1996 - 2006

Skills
Investment Advisory, Financial Advisory, Investment Management, Financial Planners, Asset Allocation, Retirement Planning, Wealth Management

Education
Northern Arizona University
B.S.

Mike Sullivan,CFA Mike Sullivan,CFA Tucson, Arizona Details
Mike Sullivan,CFA's TCI Wealth Advisors, Inc. Experience March 2015 - Present
Job Wealth Advisor at TCI Wealth Advisors, Inc.
Industry Investment Management
Experience
TCI Wealth Advisors, Inc.   March 2015 - Present
BMO Private Bank  March 1994 - March 2015

Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Investment Management, Equities, Asset Management, High Net Worth..., Alternative Investments, Investment Advisory, Mutual Funds, Private Banking, Wealth Management..., Banking, Investment Strategies, Series 7

Education
University of Arizona, Eller College of Management
BSBA, Finance, Real Estate

Isaac Henley Isaac Henley Dallas/Fort Worth Area Details
Isaac Henley's TCI Wealth Advisors, Inc. Experience June 2007 - August 2007
Job Senior Account Executive at UPS
Industry Logistics and Supply Chain
Experience
UPS  July 2015 - Present
UPS  May 2014 - July 2015
UPS  March 2011 - May 2014
Enterprise Car Sales  November 2009 - March 2011
Enterprise Rent-A-Car  September 2009 - November 2009
Enterprise Rent-A-Car  September 2008 - September 2009
Circuit City  November 2006 - August 2008
TCI Wealth Advisors, Inc.   June 2007 - August 2007
Jim Click Automotive Group  May 2003 - August 2003

Skills
Cold Calling, Sales, Account Management, Sales Process, Management, Solution Selling, Business Development, Lead Generation, Business Strategy, Territory..., Data Analysis, Microsoft Excel, New Business Development, Logistics, Enterprise Software, B2B

Education
Trinity University   2002 — 2008
BS, Finance, Economics

Vanderbilt University   2006 — 2007
Economics

Kylie Sweet Kylie Sweet Reno, Nevada Area Details
Kylie Sweet's TCI Wealth Advisors, Inc. Experience July 2008 - Present
Job Client Associate at TCI Wealth Advisors, Inc.
Industry Investment Management
Experience
TCI Wealth Advisors, Inc.   July 2008 - Present
TCI Wealth Advisors, Inc.   January 2006 - July 2008
Friendly Capital   August 2004 - December 2005

Education
College for Financial Planning   2010 — 2011
Registered Paraplanner

Ryan Shumway Ryan Shumway Tucson, Arizona Details
Ryan Shumway's TCI Wealth Advisors, Inc. Experience October 2015 - Present
Job Intern at Tigress Financial Partners
Industry Financial Services
Experience
TCI Wealth Advisors, Inc.   October 2015 - Present
Tigress Financial Partners  September 2015 - Present
Red Rock Community Village   May 2014 - September 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Research, Customer Service, Management, Public Speaking, English, Teamwork, Time Management, Team Leadership, Windows

Education
University of Arizona   2014 — 2018
BSBA, Finance, 4.0