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 | RenoTahoe | La Jolla

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

Rocky Suares, CFP | Director of Branches | TSG Wealth Management
Rocky Suares, CFP®

Principal/Director of Branches

Ani Ordookhanian | TSG Wealth Management
Ani Ordookhanian

Director of Operations

Long Beach

Todd Buchner | Managing Director | TSG Wealth Management
Todd Buchner

Managing Director

Joe Da Silva | TSG Wealth Management
Joe Da Silva

Managing Director

Wendy Eddy | TSG Wealth Management
Wendy Eddy

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®

Vice President

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

Vice President

Diana Wolf | Associate Vice President | TSG Wealth Management
Diana Wolf

Vice President

John Szymura | TSG Wealth Management
John Szymura

Vice President

Tyler Chernack | TSG Wealth Management
Tyler Chernack

Vice President

Michael Mais, CFA

Assistant Vice President

Alexandria Koualczuk | TSG Wealth Management
Alexandria Koualczuk

Branch Administrator

Ashley Cecala | TSG Wealth Management
Ashley Cecala

Senior Registered Client Associate

Brittany Taylor | TSG Wealth Management
Brittany Taylor, MBA

Senior Registered Client Associate

Alexandria Page | TSG Wealth Management
Alexandria Page

Registered Client Relationship Manager

Samantha Spurlock | TSG Wealth Management
Samantha Spurlock

Registered Client Associate

Jana Bailey | TSG Wealth Management
Jana Bailey

Employee Advancement Administrator

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

Delia Modica | TSG Wealth Management
Delia Modica

Client Associate

Jaime Nyssen | TSG Wealth Management
Jaime Nyssen

Client Associate

Robi Welch | TSG Wealth Management
Robi Welch

Client Associate

Caitlyn Brown | TSG Wealth Management
Caitlyn Brown

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

Brock Wilson | TSG Wealth Management Irvine | Sports and Entertainment
Brock Wilson

Vice President

Jodie Umehira | TSG Wealth Management
Jodie Umehira

Client Associate

Blake Rivera | TSG Wealth Management
Blake Rivera

Registered Client Associate

August D'Angelo | TSG Wealth Management
August DeAngelo

Client Associate

Kayde Lin | TSG Wealth Management
Kayde Lin

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

John Jimenez | TSG Wealth Management - Beverly Hills
John Jimenez

Senior Registered Client Associate

RenoTahoe

Scott Coffeen | TSG Wealth Management Reno Tahoe
Scott Coffeen

Managing Director

Thomas Hammann | TSG Wealth Management Reno Tahoe
Thomas Hammann

Managing Director

Autumn Jennings | TSG Wealth Management
Autumn Jennings

Client Associate

Lilia Cebotari | TSG Wealth Management Reno Tahoe
Lilia Cebotari

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

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