Volunteer Financial Mentor

Vanessa Lee  Financial Mentor A LITTLE MORE ABOUT VANESSA: Vanessa Lee is an Associate Advisor at TCI Wealth Advisors and has worked in financial services for over 20 years. After several years as a tax preparer and planner, Vanessa realized her true passion was to help people with their financial lives and became a Certified…

Volunteer Financial Mentor

Rachel McCullough  Financial Mentor A LITTLE MORE ABOUT RACHEL:Rachel is a Financial Planning Associate at TCI Wealth. Through her work in accounting and consumer loans, she found her passion in helping others build a healthier financial life. Rachel is a candidate for CFP®. Rachel earned her degree in Personal Financial Planning at Kansas State University.…

Volunteer Financial Mentor

Marshall Riebe  Financial Mentor A LITTLE MORE ABOUT MARSHALL:Marshall Riebe, FPQP™, is a Financial Planning Associate at TCI Wealth Advisors. He earned his Bachelor of Arts degree in Psychology at the University of Arizona. In his free time, Marshall enjoys watching University of Arizona sports. He also participates in sports and likes to travel and…

Volunteer Financial Mentor

Lily Styrmoe  Financial Mentor A LITTLE MORE ABOUT LILY:I’ve lived in Arizona most of my life and love the mountains, the mix of culture, and even the hot weather. I spend as much time outdoors as possible; backpacking, river rafting, rock climbing, running, biking, playing tennis, and more. When not outside, I’m usually spending time with…

Volunteer Financial Mentor

Christina Slater  Financial Mentor A LITTLE MORE ABOUT CHRISTINA: Christina Slater, FPQP™, is a Relationship Associate at TCI Wealth Advisors. She earned her MBA at the University of Arizona and her Bachelor of Arts degree from Humboldt State University, Arcata, California. Christina is passionate about helping the next generation get a good start in planning…

Volunteer Financial Mentor

Charlie Peck  Financial Mentor A LITTLE MORE ABOUT CHARLIE:Charlie Peck is a Lead Trader and Shareholder at TCI Wealth Advisors serving all TCI offices. He received his Bachelor of Science, Business Administration, Finance degree from the University of Arizona Eller College of Management. Charlie has served in various volunteer capacities at the University of Arizona…

Volunteer Financial Mentor

Addison Adelberg  Financial Mentor A LITTLE MORE ABOUT ADDISON:Addison Adelberg, FPQP™, is a Financial Planning Associate at TCI Wealth Advisors. Addison earned his Bachelor of Science in Business Administration with a major in Finance from the University of Arizona. Addison is passionate about helping clients with investment and financial guidance to keep them on track…

Volunteer Financial Mentor

Cody Cassidy  Financial Mentor A LITTLE MORE ABOUT CODY:Cody Cassidy is a Financial Planning Associate at TCI Wealth Advisors. He works with multiple teams to deliver research/analysis and strategic planning tools for clients. He earned his undergrad and graduate degrees from the University of Arizona and is a proud member of the Wildcat family. By…

Volunteer Financial Mentor

Troy Chrane  Financial Mentor A LITTLE MORE ABOUT TROY:Troy Chrane is a Financial Planning Associate in the Flagstaff office, he has also completed and earned his CFP® designation. Originally from Texas, Troy received his Master’s in Personal Financial Planning from Texas Tech University in 2018. While in college, Troy volunteered as a financial coach for…

Volunteer Financial Mentor

Dana Sandoval  Financial Mentor A LITTLE MORE ABOUT DANA:Dana is a Project Manager at TCI Wealth Advisors in the Denver office. She holds a Lawyer’s Assistant Graduate program degree, with trust and estate emphasis, from the University of San Diego and a B.S. in Economics from Colorado State University. Dana is a member of Civitan…