Your Team

Sam Swift
Sam Swift, CFA, CFP®, specializes in portfolio management and providing wealth management solutions to the clients of TCI and the ASPIRE program.

After earning his Bachelor of Science in Finance from the Eller College at the University of Arizona, Sam joined TCI as a paraplanner. He became a partner in 2011 and is now the head advisor and director of the ASPIRE program for young professionals. Sam is a member of TCI’s Investment Committee and is integrally involved with not only the design and implementation of client portfolios but also the continual analysis of the best investment solutions available to the clients of the firm. During the last four years, Sam has focused his efforts on helping clients understand their current situation, their future goals, and how best to get there. Sam earned the right to use the Chartered Financial Analyst designation from CFA Institute in 2010 and became a CFP® professional in 2013.

Sam and his wife Veronica were both born and raised in Tucson and they enjoy the many activities that the Arizona climate allows for year-round including golf, tennis, biking and slow-pitch softball.

Valerie Odell
Valerie Odell, Registered Paraplanner is the primary Associate and contact for the ASPIRE program.  She joined TCI in 2010 and has been an integral part of the development and facilitation of the program.  Valerie continues to expand her industry knowledge and education, planning to pursue her CFP® designation next year.

Prior to her career with TCI Valerie worked in finance with a focus in business and operations management.  She is passionate about providing both education and objective financial advice.  She is devoted to working with ASPIRE generation individuals who are committed to their own financial success.

Valerie is a native of Tucson and thoroughly enjoys living in the Southern Arizona area. In her free time, she enjoys cooking and spending time with her family and friends.  She and her family love to take advantage of all of the wonderful activities that the Tucson area has to offer.

Robert Swift
View Robert’s bio