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

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

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

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

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

John Szymura | TSG Wealth Management
John Szymura, CFP®

Senior Vice President

Merlin Micken | TSG Wealth Management
Merlin Micken, 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

Nick Bero | TSG Wealth Management
Nick Bero

Director of Trading

Hailee Horton | TSG Wealth Management
Hailee Horton

Director of Transitions

Ashley Cecala | TSG Wealth Management
Ashley Cecala

Senior Registered Client Associate

Brittany Taylor | TSG Wealth Management
Brittany Taylor, MBA

Senior Registered Client Associate

Kayla Hibbs | TSG Wealth Management
Kayla Hibbs

Client Associate

Caitlyn Jimenez | TSG Wealth Management
Caitlyn Jimenez

Client Associate

Kayde Lin | TSG Wealth Management
Kayde Lin

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

Cierra Savin | TSG Wealth Management
Cierra Savin

Client Associate

George Trigueros | TSG Wealth Management
George Trigueros

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

Adam Rutz | TSG Wealth Management
Adam Rutz

Registered Client Associate

Luke Heynen | Client Associate | TSG Wealth Management
Luke Heynen

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

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

Managing Director

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

Managing Director

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

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

Emily Piper | The Sackler Group of TSG Wealth Management
Emily Piper

Senior Client Associate

Justin Mosher | TSG Wealth Management - Beverly Hills
Justin Mosher

Client Associate

Scottsdale

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

Managing Director

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

Managing Director

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

Managing Director

Mark Correa | TSG Wealth Management Scottsdale
Mark Correa

Managing Director

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

Managing Director

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

Managing Director

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

Managing Director

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

Client Relationship Manager

Bailey Perry | TSG Wealth Management
Bailey Perry

Registered Client Associate

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

Registered Client Associate

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

Client Associate

Reno

Marshal Barnes | TSG Wealth Management
Marshal Barnes

Managing Director

Thomas Hammann | TSG Wealth Management Reno, NV
Thomas Hammann

Managing Director

Brian Cheney | TSG Wealth Management - RenoTahoe
Brian Cheney

Vice President

Lilia Cebotari | TSG Wealth Management Reno Tahoe
Lilia Cebotari

Client Associate

Tali Faitlin | Client Associate | TSG Wealth Management
Tali Faitlin

Client Associate

Autumn Jennings | TSG Wealth Management
Autumn Jennings

Client Associate

Carmen Garcia | TSG Wealth Management
Carmen Garcia

Client Associate

Roseville

Norma Andrade Casanova | TSG Wealth Management Sacramento
Norma Andrade Casanova, AAMS®

Managing Director

Gara Arena | TSG Wealth Management - Roseville
Gary Arena

Managing Director

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

Managing Director

Bob Towers | TSG Wealth Management
Bob Towers, CRPC

Managing Director

Paul Chavez | Compliance Specialist | TSG Wealth Management
Paul Chavez

Compliance Specialist

Jonathan Green | TSG Wealth Management - Roseville
Jonathan Green

Registered Client Associate

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

Senior Client Associate

Las Vegas

Mike James Kratzke | TSG Wealth Management Las Vegas
Mike Kratzke

Managing Director

Aaron Roques | TSG Wealth Management
Aaron Roques

Managing Director

Butch Safyurtlu | TSG Wealth Management
Butch Safyurtlu

Managing Director

Stephen Viets | TSG Wealth Management Las Vegas
Stephen Viets

Managing Director

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

Vice President

Michail Getsov | TSG Wealth Management Las Vegas
Michail Getsov

Senior Registered Client Associate

Brittany Clarkson | TSG Wealth Management - Las Vegas
Brittany Clarkson

Client Associate

Manhattan Beach

David Anderson | TSG Wealth Management - Manhattan Beach
David Anderson

Managing Director

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

Managing Director

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

Managing Director

Kathryn Sunico | TSG Wealth Management - Manhattan Beach
Kathryn Sunico

Senior Registered Client Associate

Hunter Anderson | TSG Wealth Management - Manhattan Beach
Hunter Anderson

Client Associate

Leslie Fitzgerald | TSG Wealth Management - Manhattan Beach
Leslie Fitzgerald

Client Associate

San Francisco

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

Managing Director

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

Managing Director

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

Managing Director

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

Vice President

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

Vice President

Thomas McClure | TSG Wealth Management Beverly Hills
Thomas McClure

Client Associate

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

Client Associate

Incline Village

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

Managing Director

Cindy Ferrell | TSG Wealth Management
Cynthia Ferrell

Managing Director

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

Vice President

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

San Luis Obispo

Nancy Fairchild | TSG Wealth Management
Nancy Fairchild

Managing Director

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

Managing Director

Melissa Miller | TSG Wealth Management San Luis Obispo
Melissa Miller

Managing Director

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

Vice President

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

Senior Registered Client Associate

Antelope Valley

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

Managing Director

Matthew Vattioni | Managing Director | TSG Wealth Management
Matthew Vattioni

Managing Director

Madison Norris | TSG Wealth Management | Antelope Valley
Madison Norris

Client Associate

La Jolla

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

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

Zephyr Cove

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

Managing Director

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

Client Relationship Manager

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

Registered Client Associate

Sacramento

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

Managing Director

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

Senior Registered 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

Santa Fe

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

Managing Director

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