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.

 

Long Beach | The Eddy Investment Group | Irvine | Beverly Hills | RenoTahoe

Leadership Team

warren-schulten-tsg-wealth-management-min
Warren Schulten
Founder
562-414-0921
mark-schulten-tsg-wealth-management-min
Mark Schulten, CFP®
Managing Partner
775-339-9801
Allen-Schreiber-tsg-wealth-management
Allen Schreiber, MBA
Partner
562-414-0902
rocky-suares-tsg-wealth-management
Rocky Suares, CFP®
Principal/Director of Branches
562-414-0920

Long Beach

Todd-Buchner-tsg-wealth-management
Todd Buchner
Managing Director
562-414-0903
freeman-welch-tsg-wealth-management-min
Freeman Welch, CFP®
Managing Director
562-414-0923
mark-thornburg-tsg-wealth-management-min
Mark Thornburg
Managing Director
562-414-0924
john-heckenkamp-tsg-wealth-management
John Heckenkamp
Managing Director
562-414-0922
joe-da-silva-TSG-Wealth-Management
Joe Da Silva
Managing Director
562-414-0922
merlin-micken-tsg-wealth-management-min
Merlin Micken, CFP®
Vice President
562-414-0904
lori-zorn-tsg-wealth-management
Lori Zorn, CFP®, ChFC®,CDFA™
Vice President
562-414-0905
diana-wolf-tsg-wealth-management
Diana Wolf
Vice President
562-414-0906
john-szymura-tsg-wealth-management
John Szymura
Vice President
562-414-0907
michael-mais-tsg-wealth-management
Michael Mais, CFA
Assistant Vice President
562-414-0908
alexandria-koualczuk-tsg-wealth-management
Alexandria Koualczuk
Branch Administrator
562-414-0911
ashely-cecala-tsg-wealth-management
Ashley Cecala
Senior Registered Client Associate
562-414-0914
brittany-taylor-tsg-wealth-management-min
Brittany Taylor, MBA
Senior Registered Client Associate
562-414-0914
samantha-spurlock-tsg-wealth-management
Samantha Spurlock
Registered Client Associate
562-414-0915
donovan-love-tsg-wealth-management
Donovan Love
Registered Client Associate
562-414-0918
jodie-umehira-tsg-wealth-management
Jodie Umehira
Client Associate
562-414-0910
jaime-nyssen-tsg-wealth-management
Jaime Nyssen
Client Associate
562-414-0917
kayla-hibbs-tsg-wealth-management
Kayla Hibbs
Client Associate
562-414-0913
hailee-horton-tsg-wealth-management
Hailee Horton
Client Associate
562-414-0912
blake-rivera-tsg-wealth-management
Blake Rivera
Client Associate
562-414-0916
jana-bailey-tsg-wealth-management
Jana Bailey
Client Associate
562-414-0900
delia-modica-tsg-wealth-management
Delia Modica
Client Associate
562-414-0925
caitlyn-brown-tsg-wealth-management
Caitlyn Brown
Receptionist
562-414-0900
augie-dangelo-tsg-wealth-management
August D'Angelo
Apprentice
562-414-0900

The Eddy Investment Group – Long Beach

wendy-eddy-tsg-wealth-management
Wendy Eddy
Managing Director
562-414-0926
alexandria-page-tsg-wealth-management
Alexandria Page
Registered Client Relationship Manager
562-414-0927

Irvine

dick-greco-tsg-wealth-management
Dick Greco
Managing Director
562-414-0900
brock-wilson-tsg-wealth-management
Brock Wilson
Vice President
562-414-0900

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
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
John-Jimenez-TSG-Wealth-Management-Beverly-Hills
John Jimenez
Senior Registered Client Associate
424-295-9005

RenoTahoe

Scott-Coffeen-TSG-Wealth-Management
Scott Coffeen
Managing Director
775-339-9802
Autumn-Jennings-TSG-Wealth-Management
Autumn Jennings
Client Associate
775-339-9803

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