TCI Wealth Advisors is an independent, fee-only wealth advisory firm with an uncompromising commitment to the happiness of clients and staff. We act in a fiduciary capacity, rendering wealth advisory, investment management, and financial planning services. The company was founded with the mission of putting clients’ interests first by specifically striving to simplify their lives via trusted, respectful, honest, and open communication. With offices in Tucson, Scottsdale, Flagstaff, Reno/Tahoe, Denver and nearly $3 billion assets under management, TCI is one of the largest independent, registered investment advisory firms in the West. To learn more about TCI, visit www.tciwealth.com.

Investment Management

TCI Wealth Advisors

Sam Swift

Charlie Peck

Jennifer Botz

Jennifer Nevenhoven (Baxter)

Aubree Coggins-Jensen

Missy Eddy

Cfp® Sam Swift Cfa, Aif®

The Trading Team at TCI Wealth Advisors is responsible for executing investment strategies by buying and selling securities on behalf of clients. They analyze market trends, monitor portfolio performance, and ensure that trades align with the firm’s fiduciary standards and client objectives. Through meticulous oversight and timely decision-making, the team plays a crucial role in optimizing investment outcomes and enhancing client satisfaction.

Trading Team

Support Team

Relationship Management Team

Financial Planning Team

Trading Team

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Team members

Other teams at TCI Wealth Advisors

Support Team

Relationship Management Team

Financial Planning Team