Aug 11, 2025 TSG Expands in Fresno Area with New Office and New Advisors

FRESNO, CA — TSG Wealth Management is proud to announce the continued growth of its practice with the opening of a new office in the Fresno area, further strengthening its presence in California’s Central Valley. This expansion includes the addition of five Managing Directors and one support professional, enhancing TSG’s ability to deliver the collaborative, client-first service it’s known for. In addition to the Fresno office, one of the new advisors will be based out of TSG’s Visalia office, extending the practice’s reach across the region.

The new Fresno office welcomes Managing Directors Brandon Schwartz; Daniel Aller; Jeffrey Garton; and Matthew Medeiros, along with Senior Registered Client Associate Chia Lai. In addition, Managing Director Jeff D. Crookston joins TSG’s Visalia office, extending the practice’s footprint across the broader Fresno-area community.

“This expansion is about bringing together great people who share our values,” emphasized Brian Borst, CEO of TSG Wealth Management. “We’re proud to welcome professionals who are not only leaders in their field, but who bring a genuine dedication to client service and a collaborative mindset. Their presence strengthens our entire practice.”

With deep ties to the Central Valley, this team brings decades of combined experience and a shared philosophy centered on building meaningful client relationships. Each professional was drawn to TSG for its authentic culture, team-driven model, and strong leadership.

Brandon Schwartz, CFP®, a lifelong Central Valley resident and Fresno State graduate, brings over 20 years of experience to his role as Managing Director. Known for his educational approach, Brandon helps clients build and preserve wealth with confidence.

“Helping families build and preserve wealth has always been my calling,” explained Schwartz. “At TSG, the team-first culture and collaborative environment allow me to do that at the highest level, while continuing to educate and empower clients.”

Daniel Aller, who joined the financial industry in 2003, is known for his ability to simplify complex financial concepts and foster long-term trust with clients. He views wealth planning as a partnership grounded in clarity and communication.

“I’ve always believed that clients who understand their investments are the most successful,” Aller noted. “TSG gives me the tools and support to turn that belief into action every single day.”

Matthew Medeiros, another Fresno State alumnus, entered the industry in 2005 and is passionate about helping clients understand their finances while growing their wealth. He was drawn to TSG for its integrity and authenticity.

“Helping people understand wealth and legacy planning has always been the most rewarding part of this work,” Medeiros shared.

Jeffrey Garton, a Fresno native and U.S. Marine Corps veteran, brings a service-oriented approach to his work with clients and colleagues. With more than two decades of experience, Jeff focuses on helping clients plan for retirement and mentoring new professionals.

“From the very first conversation, I knew TSG was the right place,” reflected Garton. “The leadership, the values, and the team mindset all align perfectly with how I’ve built my practice—and how I want to mentor others in the years ahead.”

Jeff D. Crookston, now serving clients from TSG’s Visalia office, adds more than 30 years of experience to the team. He is a U.S. Air Force veteran who has built a career on trust, transparency, and long-term relationships.

“What drew me to TSG was the culture—this practice truly puts clients first,” Crookston stated. “That kind of integrity shows in everything from onboarding to daily operations.”

As Managing Partner of TSG Wealth Management, Mark Schulten brings decades of leadership in delivering disciplined, long-term guidance to individuals, families, and business owners. His approach is grounded in planning-first principles and relationship-based service.

“The Fresno area is a vibrant and growing part of our client community,” Schulten said. “This expansion reflects our continued focus on bringing talented professionals into our practice who not only excel in wealth planning but also care deeply about the people they serve.”

Allen Schreiber, Partner at TSG, is known for helping clients navigate the complexities of generational wealth with thoughtful strategy and stability. He has played a key role in fostering a values-driven culture across the practice.

“The team joining us is a perfect culture fit—experienced, locally rooted, and client-focused,” Schreiber added. “We’re proud to be growing in the Central Valley with professionals of this caliber.”

This strategic expansion underscores TSG Wealth Management’s ongoing commitment to serving clients through a relationship-driven, collaborative model. With the Fresno-area and Visalia offices now open, TSG is well positioned to provide individuals, families, and businesses with trusted guidance and long-term wealth planning strategies across the Central Valley.

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