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

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Long Beach | Irvine | Beverly Hills | Reno | La Jolla | Las Vegas | Visalia | Lake Tahoe | Scottsdale

Leadership Team

Warren Schulten | TSG Wealth Management
Warren Schulten

Founder

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

Managing Partner

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

Partner

Brian Borst | CEO TSG Wealth Management
Brian Borst

CEO

Ani Ordookhanian | TSG Wealth Management
Ani Ordookhanian

Director of Branches

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

Director of Business Operations

Jana Bailey | TSG Wealth Management
Jana Bailey

Employee Advancement Administrator

Long Beach

Joe Addy | TSG Wealth Management
Joe Addy

Managing Director

Todd Buchner | Managing Director | TSG Wealth Management
Todd Buchner

Managing Director

Mark Correa | TSG Wealth Management
Mark Correa

Managing Director

Joe Da Silva | TSG Wealth Management
Joe Da Silva

Managing Director

Tim Healy | TSG Wealth Management
Tim Healy

Managing Director

Steve Masoner | TSG Wealth Management
Steve Masoner

Managing Director

Mark Thornburg | TSG Wealth Management
Mark Thornburg

Managing Director

Freeman Welch | TSG Wealth Management
Freeman Welch, CFP®

Managing Director

Merlin Micken | TSG Wealth Management
Merlin Micken, CFP®

First Vice President

John Szymura | TSG Wealth Management
John Szymura, CFP®

First Vice President

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

First Vice President

Tyler Chernack | TSG Wealth Management
Tyler Chernack

Vice President

August DeAngelo | TSG Wealth Management
August DeAngelo

Vice President

Ashley Cecala | TSG Wealth Management
Ashley Cecala

Senior Registered Client Associate

Brittany Taylor | TSG Wealth Management
Brittany Taylor, MBA

Senior Registered Client Associate

Angie Concepcion | TSG Wealth Management
Angie Concepcion

Client Associate

Kayla Hibbs | TSG Wealth Management
Kayla Hibbs

Client Associate

Hailee Horton | TSG Wealth Management
Hailee Horton

Client Associate

Caitlyn Jimenez | TSG Wealth Management
Caitlyn Jimenez

Client Associate

Kayde Lin | TSG Wealth Management
Kayde Lin

Client Associate

Alex Lowe | TSG Wealth Management
Alex Lowe

Client Associate

Delia Modica | TSG Wealth Management
Delia Modica

Client Associate

Jaime Nyssen | TSG Wealth Management
Jaime Nyssen

Client Associate

Christine Nguyen | TSG Wealth Management
Christine Nguyen

Client Associate

Robi Welch | TSG Wealth Management
Robi Welch

Client Associate

Irvine

Dick Greco | TSG Wealth Management
Dick Greco

Managing Director

John Heckenkamp | Managing Director | TSG Wealth Management
John Heckenkamp

Managing Director

Joshua Turley | TSG Wealth Management Irvine
Joshua Turley, CFA

Managing Director

Thomas Trauger | TSG Wealth Management
Thomas Trauger, CFP®

Managing Director

Blake Rivera | TSG Wealth Management
Blake Rivera

Vice President

Jodie Umehira | TSG Wealth Management
Jodie Umehira

Vice President

Melissa Balboa | TSG Wealth Management
Melissa Balboa

Client Associate

Ruthie Hunt | TSG Wealth Management Irvine
Ruthie Hunt

Client Associate

Beverly Hills

Sam Kagan | TSG Wealth Management - Beverly Hills
Sam Kagan

Managing Director

Glenn Jaffe | TSG Wealth Management - Beverly Hills
Glenn Jaffe

Managing Director

Fenja Keller | TSG Wealth Management - Beverly Hills
Fenja Keller

Vice President

Yvette Zepeda | TSG Wealth Management - Beverly Hills
Yvette Zepeda

Senior Registered Client Associate

Anthony Wright | TSG Wealth Management
Anthony Wright

Registered Client Associate

Reno

Marshal Barnes | TSG Wealth Management
Marshal Barnes

Managing Director

Scott Coffeen | TSG Wealth Management Reno Tahoe
Scott Coffeen

Managing Director

Thomas Hammann | TSG Wealth Management Reno, NV
Thomas Hammann

Managing Director

Brian Cheney | TSG Wealth Management - RenoTahoe
Brian Cheney

Director of Trading

Lilia Cebotari | TSG Wealth Management Reno Tahoe
Lilia Cebotari

Client Associate

Autumn Jennings | TSG Wealth Management
Autumn Jennings

Client Associate

La Jolla

Michael Jennings | TSG Wealth Management - La Jolla
Michael Jennings, CRPC

Managing Director

John Hadley | TSG Wealth Management - La Jolla
John Hadley

Vice President

Jacquelyn Walker | TSG Wealth Management - La Jolla
Jacquelyn Walker

Senior Registered Client Associate

Las Vegas

Aaron Roques | TSG Wealth Management
Aaron Roques

Managing Director

Butch Safyurtlu | TSG Wealth Management
Butch Safyurtlu

Managing Director

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

Vice President

Brittany Clarkson | TSG Wealth Management - Las Vegas
Brittany Clarkson

Client Associate

Visalia

Gregory Morgan | TSG Wealth Management Visalia
Gregory Morgan

Managing Director

Darlin Rivera | TSG Wealth Management Visalia
Darlin Rivera

Senior Registered Client Associate

Lake Tahoe

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

Managing Director

Cynthia Ferrell | TSG Wealth Management
Cynthia Ferrell

Managing Director

Fred Findeisen | TSG Wealth Management Lake Tahoe
Fred Findeisen

Managing Director

Serina Foster | TSG Wealth Management Lake Tahoe
Serina Foster

Vice President

Belinda Dawson | TSG Wealth Management Lake Tahoe
Belinda Dawson

Senior Registered Client Associate

Vanessa Diaz | TSG Wealth Management Lake Tahoe
Vanessa Diaz

Client Associate

Scottsdale

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

Managing Director

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

Registered Client Associate

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

Client Associate

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