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About Us

TSG Wealth Management Financial Advisors Are Here For You
Partner with the TSG Wealth Management Team

A Team of Financial Advisors Committed to You

As your Financial Advisors, we will spend the time to understand your financial concerns and work with you to develop a customized investment program that we believe can best meet your needs. As our relationship builds over time, we will endeavor to anticipate your changing circumstances and help advise you on appropriate investment strategies. We look forward to serving your long-term investment needs.

Meet Our Team

Please click on the desired location to jump down the page.

 

Antelope Valley | Beverly Hills | Fresno | Incline Village | Irvine | La Jolla | Las Vegas | Long Beach | Manhattan Beach | Pasadena | Reno | Roseville | Sacramento | San Francisco | San Luis Obispo | Santa Fe | Scottsdale | Visalia | Walnut Creek | Zephyr Cove

Leadership Team

Warren Schulten | TSG Wealth Management
Warren Schulten

Founder

562-414-0921

Mark Schulten, CFP | Managing Director | TSG Wealth Management
Mark Schulten, CFP®

Managing Partner

775-339-9801

Allen Schreiber, MBA | Partner | TSG Wealth Management
Allen Schreiber, MBA

Partner

562-414-0902

Brian Borst | CEO TSG Wealth Management
Brian Borst

CEO

562-414-0920

Beth Kirkland, Director of Branches | TSG Wealth Management
Beth Kirkland

Director of Branches

925-980-9781

Alexandria Koualczuk | TSG Wealth Management Director of Business Operations
Alexandria Koualczuk

Director of Business Operations

725-235-9611

Jana Bailey | TSG Wealth Management
Jana Bailey

Director of Employee Advancement

562-414-0929

Nick Bero | TSG Wealth Management
Nick Bero

Director of Trading

562-414-0927

Strategic Support Team

Joshua Turley | TSG Wealth Management Irvine
Joshua Turley, CFA

Managing Director

949-508-2602

Rob Nagle | Vice President | The Veritas Group of TSG Wealth Management
Rob Nagle, MBA

Vice President

805-707-2995

Gavin Moeller | Breece Private Wealth Management of TSG Wealth Management
Gavin Moeller

Investment Analyst

480-870-0409

Christine Nguyen | TSG Wealth Management
Christine Nguyen

Onboarding Specialist

562-414-0898

Cynetra Verona | Senior Client Associate | TSG Wealth Management Sacramento
Cyn Verona

Onboarding Specialist

916-272-0973

Brandon Wise | TSG Wealth Management - Walnut Creek
Brandon Wise

Investment Analyst

415-745-9459

Long Beach

Joe Addy | TSG Wealth Management
Joe Addy

Managing Director

562-414-0926

Todd Buchner | Managing Director | TSG Wealth Management
Todd Buchner

Managing Director

562-414-0903

Tim Healy | TSG Wealth Management
Tim Healy

Managing Director

562-414-0892

Steve Masoner | TSG Wealth Management
Steve Masoner

Managing Director

562-414-0930

Mark Thornburg | TSG Wealth Management
Mark Thornburg

Managing Director

562-414-0924

Freeman Welch | TSG Wealth Management
Freeman Welch, CFP®

Managing Director

562-414-0923

Merlin Micken | TSG Wealth Management
Merlin Micken, CFP®

First Vice President

562-414-0904

Lori Zorn, CFP®, ChFC®,CDFA™ | Associate Vice President | TSG Wealth Management
Lori Zorn, CFP®, ChFC®, CDFA®

First Vice President

562-414-0905

Tyler Chernack, CDFA | Vice President | TSG Wealth Management
Tyler Chernack, CDFA®

Vice President

562-414-0931

August DeAngelo | TSG Wealth Management
August DeAngelo

Vice President

562-414-0918

Ashley Cecala | TSG Wealth Management
Ashley Cecala

Senior Registered Client Associate

562-414-0914

Brittany Taylor | TSG Wealth Management
Brittany Taylor, MBA

Senior Registered Client Associate

562-414-0914

Adam Rutz | TSG Wealth Management Long Beach
Adam Rutz

Registered Client Associate

562-414-0935

Cierra Savin | TSG Wealth Management
Cierra Savin, MBA

Registered Client Associate

562-414-0933

George Trigueros | TSG Wealth Management
George Trigueros

Registered Client Associate

562-414-0908

Hailee Danna | TSG Wealth Management
Hailee Danna

Senior Client Associate

562-414-0912

Kayde Lin | TSG Wealth Management
Kayde Lin

Senior Client Associate

562-414-0915

Delia Modica | TSG Wealth Management
Delia Modica

Senior Client Associate

562-414-0925

Jaime Nyssen | TSG Wealth Management
Jaime Nyssen

Senior Client Associate

562-414-0917

Kayla Ravize | TSG Wealth Management
Kayla Ravize

Senior Client Associate

562-414-0913

Robi Welch | TSG Wealth Management
Robi Welch

Senior Client Associate

562-414-0932

Nicole Rhyner | Client Associate | TSG Wealth Management
Nicole Rhyner

Client Associate

562-414-0919

Manhattan Beach

David Anderson | TSG Wealth Management - Manhattan Beach
David Anderson

Managing Director

424-502-4802

John Arensdorf | TSG Wealth Management - Manhattan Beach
John Arensdorf, CFP®

Managing Director

424-502-4803

Jason Cole | TSG Wealth Management
Jason Cole

Managing Director

424-502-4817

Daniel Fillinger, CFP® | TSG Wealth Management
Daniel Fillinger, CFP®

Managing Director

424-502-4805

Kris Raney, CFP | TSG Wealth Management Manhattan Beach
Kris Raney, CFP®

Managing Director

424-502-4804

Alex Trejo | Managing Director at TSG Wealth Management Manhattan Beach
Alex C. Trejo, CFP®

Managing Director

424-502-4806

Carl Leiva
Carl Leiva

Senior Registered Client Associate

424-502-4818

Kathryn Sunico | TSG Wealth Management - Manhattan Beach
Kathryn Sunico

Senior Registered Client Associate

424-502-4812

Leslie Fitzgerald | TSG Wealth Management - Manhattan Beach
Leslie Fitzgerald

Senior Client Associate

424-502-4814

Hunter Anderson | TSG Wealth Management - Manhattan Beach
Hunter Anderson

Client Associate

424-502-4813

La Jolla

Bill Boggs, Managing Director at TSG Wealth Management, La Jolla
Bill Boggs, CFP®, CEPA

Managing Director

858-630-1962

Sylvia Geffen | Managing Director, La Jolla Wealth Partners of TSG Wealth Management
Sylvia Geffen

Managing Director

858-630-1936

Jamie Meronoff | Managing Director, La Jolla Wealth Partners of TSG Wealth Management
Jamie Meronoff, CFP®, AAMS®

Managing Director

858-630-1937

Gregg Shallan | Managing Director, La Jolla Wealth Partners of TSG Wealth Management
Gregg Shallan, CFP®, ChFC®, CEPA®, MBA

Managing Director

858-630-1935

Stephen Sullaway | Managing Director | TSG Wealth Management La Jolla
Stephen Sullaway

Managing Director

858-630-1934

John Hadley | TSG Wealth Management - La Jolla
John Hadley

Vice President

858-630-1932

Amanda Brown| Senior Registered Client Associate, La Jolla Wealth Partners of TSG Wealth Management
Amanda Brown

Senior Registered Client Associate

858-630-1938

Jacquelyn Walker | TSG Wealth Management - La Jolla
Jacquelyn Walker

Senior Registered Client Associate

858-630-1933

Justin Potyrala | Client Associate, La Jolla Wealth Partners of TSG Wealth Management
Justin Potyrala

Senior Client Associate

858-630-1939

Sophia Altshuler | TSG Wealth Management La Jolla
Sophia Altshuler

Client Associate

858-630-1961

Beverly Hills

Sam Kagan | TSG Wealth Management - Beverly Hills
Sam Kagan

Managing Director

424-295-9002

Glenn Jaffe | TSG Wealth Management - Beverly Hills
Glenn Jaffe

Managing Director

310-997-0201

Dmitry Matousov | Managing Director | TSG Wealth Management Beverly Hills
Dmitry Matousov, MBA, CFP®

Managing Director

424-295-9015

Robert Sackler | The Sackler Group of TSG Wealth Management
Robert Sackler

Managing Director

424-295-9011

Alex Tanious | The Sackler Group of TSG Wealth Management
Alex Tanious, CFA, CAIA

Managing Director

424-295-9012

Fenja Keller | TSG Wealth Management - Beverly Hills
Fenja Keller

Vice President

424-295-9003

Yvette Zepeda | TSG Wealth Management - Beverly Hills
Yvette Zepeda

Senior Registered Client Associate

424-295-9004

Justin Mosher | TSG Wealth Management - Beverly Hills
Justin Mosher

Registered Client Associate

424-295-9014

Dianna Baroutgian | TSG Wealth Management Beverly Hills
Dianna Baroutgian

Senior Client Associate

424-295-9013

Irvine

John Heckenkamp | Managing Director | TSG Wealth Management
John Heckenkamp

Managing Director

949-508-2604

Thomas Trauger | TSG Wealth Management
Thomas Trauger, CFP®

Managing Director

949-508-2605

Blake Rivera | TSG Wealth Management
Blake Rivera

Vice President

949-508-2612

Bryant Schulman | TSG Wealth Management Vice President
Bryant Schulman, CFP®

Vice President

949-508-2606

Jodie Umehira | TSG Wealth Management
Jodie Umehira

Vice President

949-508-2611

Luke Heynen | Client Associate | TSG Wealth Management
Luke Heynen

Registered Client Associate

949-508-2616

Melissa Balboa | TSG Wealth Management
Melissa Balboa

Client Associate

949-508-2615

Nikhil Bhakta | TSG Wealth Management - Long Beach
Nikhil Bhakta

Client Associate

949-508-2602
Elena Safyurtlu

Client Associate

949-508-2617

San Francisco

Ralph Garcia | Garcia, Barnblatt, Foster of TSG Wealth Management
Ralph Garcia, Jr., MBA, CFP®, CIMA®

Managing Director

415-907-6866

Brad Barnblatt | Garcia, Barnblatt, Foster of TSG Wealth Management
Brad Barnblatt, CFP®, CIMA®

Managing Director

415-907-6865

Brian Foster | Garcia, Barnblatt, Foster of TSG Wealth Management
Brian N. Foster, CFP®

Managing Director

415-907-6867

Michael J. Peters, CPWA® | TSG Wealth Management - San Francisco
Michael J. Peters, CPWA®, MBA

Managing Director

415-745-7746

Jennifer Lau | Garcia, Barnblatt, Foster of TSG Wealth Management
Jennifer Lau, CFP®

Vice President

415-907-6862

Joshua Nowasell | Garcia, Barnblatt, Foster of TSG Wealth Management
Joshua Nowasell, MBA, CFP®

Vice President

415-907-6863

Areeya Vesvoranan | TSG Wealth Management - San Francisco
Areeya Vesvoranan

Registered Client Associate

415-745-8242

Thomas McClure | TSG Wealth Management Beverly Hills
Thomas McClure

Registered Client Associate

415-907-6861

Ingrid Robertson | Garcia, Barnblatt, Foster of TSG Wealth Management
Ingrid Robertson

Client Associate

415-907-6864

Scottsdale

Justin Breece | Breece Private Wealth Management | TSG Wealth Management
Justin Breece, JD, CDFA®, CEPA®, CRPC®

Managing Director

480-870-0401

Magaly Carson | Managing Director | The TMC Group of TSG Wealth Management
Magaly Carson, CDFA®

Managing Director

480-870-0406

Chris Corona | Managing Director | The Veritas Group of TSG Wealth Management
Chris Corona

Managing Director

805-707-2993

Mark Correa | TSG Wealth Management Scottsdale
Mark Correa

Managing Director

480-870-0391

Tammy Escobar-Miller | Managing Director | The TMC Group of TSG Wealth Management
Tammy Escobar-Miller, CFP®

Managing Director

480-870-0405

Joshua LeBlanc, MBA | Managing Director | TSG Wealth Management
Joshua LeBlanc, MBA

Managing Director

480-870-0392

Chris Travelle | Managing Director | The TMC Group of TSG Wealth Management
Christopher Travelle, CFP®, CIMA®

Managing Director

480-870-0407

Melissa Crews | Breece Private Wealth Management | TSG Wealth Management
Melissa Crews

Client Relationship Manager

480-870-0403

Candice Selman | Breece Private Wealth Management | TSG Wealth Management
Candice Selman

Client Associate

480-870-0404

Roseville

Gara Arena | TSG Wealth Management - Roseville
Gary Arena, MBA

Managing Director

916-272-0453

Bruce Kajiwara, CPA/PFS, CFP®, AIF®
Bruce Kajiwara, CPA/PFS, CFP®, AIF®

Managing Director

916-272-0945

Kevin Mounkes, CFP | TSG Wealth Management - Roseville
Kevin Mounkes, CFP®

Managing Director

916-272-0451

Paul Chavez | Compliance Specialist | TSG Wealth Management
Paul Chavez

Compliance Specialist

916-272-0970

Chris Tryforos | Senior Registered Client Associate | TSG Wealth Management
Chris Tryforos

Senior Registered Client Associate

916-272-0946

Jonathan Green | TSG Wealth Management - Roseville
Jonathan Green

Registered Client Associate

916-272-0971

Patti Waltman - Senior Client Associate - TSG Wealth Management
Patti Waltman

Senior Client Associate

916-272-0947

Las Vegas

Brock Wilson | TSG Wealth Management Las Vegas | Sports and Entertainment
Brock Wilson

President, Sports & Entertainment Team

725-235-9604

Aaron Roques | TSG Wealth Management
Aaron Roques

Managing Director

725-235-9602

Butch Safyurtlu | TSG Wealth Management
Butch Safyurtlu

Managing Director

714-335-7768

John Szymura | TSG Wealth Management
John Szymura, CFP®

Senior Vice President

725-235-9607

Michail Getsov | TSG Wealth Management Las Vegas
Michail Getsov

Vice President

725-235-9613

Brittany Clarkson | TSG Wealth Management - Las Vegas
Brittany Clarkson

Client Associate

725-235-9612

Reno

Thomas Hammann | TSG Wealth Management Reno, NV
Thomas Hammann

Managing Director

775-339-9804

Brian Cheney | TSG Wealth Management - RenoTahoe
Brian Cheney

Vice President

775-339-9806

Lilia Cebotari | TSG Wealth Management Reno Tahoe
Lilia Cebotari

Senior Client Associate

775-339-9805

Vanessa Diaz | TSG Wealth Management Reno
Vanessa Diaz

Senior Client Associate

775-347-0712

Tali Faitlin | Client Associate | TSG Wealth Management
Tali Faitlin

Registered Client Associate

775-446-4121

Autumn Jennings | TSG Wealth Management
Autumn Jennings

Client Associate

775-339-9803

Fresno

Daniel Aller | Managing Director | TSG Wealth Management - Fresno
Daniel Aller

Managing Director

559-825-9951

Jeff Garton | TSG Wealth Management - Fresno
Jeffrey D. Garton

Managing Director

559-825-9952

Matthew Medeiros | Managing Director | TSG Wealth Management - Fresno
Matthew Medeiros

Managing Director

559-825-9953

Brandon Schwartz, CFP® | Managing Director | TSG Wealth Management - Fresno
Brandon Schwartz, CFP®

Managing Director

559-825-9956

Chia Lai | TSG Wealth Management - Fresno
Chia Lai

Senior Registered Client Associate

559-825-9958

Incline Village

Lisa Petrie, CFP® | The Petrie Group of TSG Wealth Management
Lisa Petrie, CFP®

Managing Director

562-799-2182

Cindy Ferrell | TSG Wealth Management
Cynthia Ferrell

Managing Director

775-347-0702

Claire Bowie | Client Relationship Manager | The Petrie Group of TSG Wealth Management
Claire Bowie, CFP®

Vice President

775-347-0713

Serina Foster | TSG Wealth Management Lake Tahoe
Serina Foster

Vice President

562-799-2183

Belinda Dawson | TSG Wealth Management Lake Tahoe
Belinda Dawson

Senior Registered Client Associate

562-799-2185

Walnut Creek

James Lacey, CRPC | TSG Wealth Management - San Francisco
James Lacey, CRPC®

Managing Director

415-741-0395

Alastair Patterson, CFP®, CPWA | TSG Wealth Management - Walnut Creek
Alastair Patterson, CFP®, CPWA®

Managing Director

415-907-6857

Ken Wise | TSG Wealth Management - Walnut Creek
Ken Wise

Managing Director

415-745-7734

Ron Arrajj | TSG Wealth Management - Walnut Creek
Ron Arrajj

Registered Client Associate

415-745-8895

Antelope Valley

Daniel Ledbetter | TSG Wealth Management - Antelope Valley
Daniel Ledbetter, CIMA®

Managing Director

661-579-4262

Matthew Vattioni | Managing Director | TSG Wealth Management
Matthew Vattioni

Managing Director

661-579-4261

Caitlyn Jimenez | TSG Wealth Management - Antelope Valley
Caitlyn Jimenez

Client Associate

661-579-4266

Madison Norris | TSG Wealth Management | Antelope Valley
Madison Norris

Client Associate

661-579-4265

San Luis Obispo

Nancy Fairchild | TSG Wealth Management
Nancy Fairchild

Managing Director

805-707-2991

Jeffrey Oetman | Managing Director | The Veritas Group of TSG Wealth Management
Jeffrey Oetman

Managing Director

805-707-2994

Melissa Miller | TSG Wealth Management San Luis Obispo
Melissa Miller, CDFA®

Managing Director

805-707-2992

Michelle Casper | Senior Registered Client Associate | The Veritas Group of TSG Wealth Management
Michelle Casper

Senior Registered Client Associate

805-707-2996

Pasadena

Vincent Law | Managing Director | TSG Wealth Management - Pasadena
Vincent Law

Managing Director

626-314-1832

Philip Pen | Vice President | TSG Wealth Management - Pasadena
Philip Peng

Senior Vice President

626-314-1834

Vickie Tanabe | Senior Registered Client Associate | TSG Wealth Management - Pasadena
Vickie Tanabe

Senior Registered Client Associate

626-314-1835

Visalia

Jeff Crookston | Managing Director | TSG Wealth Management - Visalia
Jeff Crookston

Managing Director

559-471-0007

Gregory Morgan | TSG Wealth Management Visalia
Gregory Morgan

Managing Director

559-471-1765

Darlin Rivera | TSG Wealth Management Visalia
Darlin Rivera

Client Relationship Manager

559-471-1767

Zephyr Cove

Michael Holcomb, CFP | The Holcomb Group of TSG Wealth Management
Michael Holcomb, CFP®

Managing Director

775-347-0720

Mishell Defelice | The Holcomb Group of TSG Wealth Management
Mishell Defelice

Client Relationship Manager

775-347-0721

Carrie Skipton | The Holcomb Group of TSG Wealth Management
Carrie Skipton

Senior Registered Client Associate

775-347-0722

Sacramento

Ken Peters | Managing Director | TSG Wealth Management Sacramento
Ken Peters

Managing Director

916-272-1302

Deb Ladwig | Senior Registered Client Associate | TSG Wealth Management Sacramento
Deborah Ladwig

Senior Registered Client Associate

916-272-1303

Santa Fe

Carol Smith, Managing Director | TSG Wealth Management - Santa Fe, New Mexico
Carol Smith

Managing Director

505-372-4974

Clive Fairchild | TSG Wealth Management - Santa Fe
Clive Fairchild

Registered Client Associate

805-235-0713

FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.