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

Find your TSG team member by searching by name or title, or filter by office location.

 

Leadership Team


Beth Kirkland
Beth Kirkland

Director of Branches


925-980-9781

More About Beth
Alexandria Koualczuk
Alexandria Koualczuk

Director of Business Operations


725-235-9611

More About Alexandria
Jana Bailey
Jana Bailey

Director of Employee Advancement


562-414-0929

More About Jana

Investment Strategy Team


Nick Bero
Nick Bero

Director of Trading


562-414-0927

More About Nick
Joshua Turley, CFP®, CFA®
Joshua Turley, CFP®, CFA®

Managing Director


949-508-2602

More About Joshua
Rob Nagle, MBA
Rob Nagle, MBA

Vice President


805-707-2995

More About Rob
Gavin Moeller
Gavin Moeller

Investment Analyst


480-870-0409

More About Gavin
Brandon Wise
Brandon Wise

Investment Analyst


415-745-9459

More About Brandon

Strategic Support Team


Paul Chavez
Paul Chavez

Operations Manager


916-272-0970

More About Paul
Timothy R. Hannigan
Timothy R. Hannigan

Senior Administrative Manager


562-414-0893

More About Timothy
Christine Nguyen
Christine Nguyen

Onboarding Specialist


562-414-0898

More About Christine
Cyn Verona
Cyn Verona

Onboarding Specialist


916-272-0973

More About Cyn

Antelope Valley


Daniel Ledbetter, CIMA®
Daniel Ledbetter, CIMA®

Managing Director


661-579-4262

More About Daniel
Matthew Vattioni
Matthew Vattioni

Managing Director


661-579-4261

More About Matthew
Caitlyn Jimenez
Caitlyn Jimenez

Client Associate


661-579-4266

More About Caitlyn
Madison Norris
Madison Norris

Client Associate


661-579-4265

More About Madison

Beverly Hills


Glenn Jaffe
Glenn Jaffe

Managing Director


310-997-0201

More About Glenn
Sam Kagan
Sam Kagan

Managing Director


424-295-9002

More About Sam
Dmitry Matousov, MBA, CFP®
Dmitry Matousov, MBA, CFP®

Managing Director


424-295-9015

More About Dmitry
Robert Sackler
Robert Sackler

Managing Director


424-295-9011

More About Robert
Alex Tanious, CFA, CAIA
Alex Tanious, CFA, CAIA

Managing Director


424-295-9012

More About Alex
Fenja Keller
Fenja Keller

First Vice President


424-295-9003

More About Fenja
Monique Long
Monique Long

Senior Registered Client Associate


424-295-9010

More About Monique
Yvette Zepeda
Yvette Zepeda

Senior Registered Client Associate


424-295-9004

More About Yvette
Justin Mosher
Justin Mosher

Registered Client Associate


424-295-9014

More About Justin
Dianna Baroutgian
Dianna Baroutgian

Senior Client Associate


424-295-9013

More About Dianna

Breckenridge


Toril McGuigan, CEPA
Toril McGuigan, CEPA

Managing Director


720-738-0540

More About Toril
Cynthia Stursberg
Cynthia Stursberg

Client Associate


720-738-0541

More About Cynthia

Denver


Jason Kariuki
Jason Kariuki

Managing Director


720-738-0527

More About Jason
Meghan McGuire, CFP®, ChFC®, MS, RICP®
Meghan McGuire, CFP®, ChFC®, MS, RICP®

Managing Director


720-738-0521

More About Meghan
Michael “Mick” Pepper
Michael “Mick” Pepper

Managing Director


720-738-0522

More About Michael
T.H. Williams, PhD, CFP®
T.H. Williams, PhD, CFP®

Managing Director


720-738-0520

More About T.H.
Steve Zahorik, MBA, CRPC®
Steve Zahorik, MBA, CRPC®

Managing Director


720-738-0523

More About Steve
Scott Shuler
Scott Shuler

Senior Administrative Manager


720-738-0530

More About Scott
Donna Boyette
Donna Boyette

Senior Registered Client Associate


720-738-0531

More About Donna
Vicki D. Hansen
Vicki D. Hansen

Senior Registered Client Associate


720-738-0533

More About Vicki
Susie Kaufman
Susie Kaufman

Senior Registered Client Associate


720-738-0534

More About Susie
Sandra “Sandy” Mcclaury
Sandra “Sandy” Mcclaury

Client Associate


720-738-0532

More About Sandra

Fresno


Daniel Aller
Daniel Aller

Managing Director


559-825-9951

More About Daniel
Jeffrey D. Garton
Jeffrey D. Garton

Managing Director


559-825-9952

More About Jeffrey
Matthew Medeiros
Matthew Medeiros

Managing Director


559-825-9953

More About Matthew
Brandon Schwartz, CFP®
Brandon Schwartz, CFP®

Managing Director


559-825-9956

More About Brandon
Chia Lai
Chia Lai

Senior Registered Client Associate


559-825-9958

More About Chia

Incline Village


RJ Bernstein
RJ Bernstein

Managing Director


775-347-0725

More About RJ
Cynthia Ferrell
Cynthia Ferrell

Managing Director


775-347-0702

More About Cynthia
Lisa Petrie, CFP®
Lisa Petrie, CFP®

Managing Director


562-799-2182

More About Lisa
Claire Bowie, CFP®
Claire Bowie, CFP®

Vice President


775-347-0713

More About Claire
Serina Foster
Serina Foster

Vice President


562-799-2183

More About Serina
Belinda Dawson
Belinda Dawson

Senior Registered Client Associate


562-799-2185

More About Belinda
Denise Knutson
Denise Knutson

Senior Client Associate


775-347-0723

More About Denise

Irvine


John Heckenkamp
John Heckenkamp

Managing Director


949-508-2604

More About John
Thomas Trauger, CFP®
Thomas Trauger, CFP®

Managing Director


949-508-2605

More About Thomas
Blake Rivera
Blake Rivera

First Vice President


949-508-2612

More About Blake
Jodie Umehira
Jodie Umehira

First Vice President


949-508-2611

More About Jodie
Bryant Schulman, CFP®
Bryant Schulman, CFP®

Vice President


949-508-2606

More About Bryant
Luke Heynen
Luke Heynen

Registered Client Associate


949-508-2616

More About Luke
Melissa Balboa
Melissa Balboa

Client Associate


949-508-2615

More About Melissa
Nikhil Bhakta
Nikhil Bhakta

Client Associate


949-508-2602

More About Nikhil
Elena Safyurtlu
Elena Safyurtlu

Client Associate


949-508-2617

More About Elena

La Jolla


Bill Boggs, CFP®, CEPA
Bill Boggs, CFP®, CEPA

Managing Director


858-630-1962

More About Bill
Sylvia Geffen
Sylvia Geffen

Managing Director


858-630-1936

More About Sylvia
Jamie A. Meronoff, CFP®, AAMS®
Jamie A. Meronoff, CFP®, AAMS®

Managing Director


858-630-1937

More About Jamie
Gregg Shallan, CFP®, ChFC®, CEPA®, MBA
Gregg Shallan, CFP®, ChFC®, CEPA®, MBA

Managing Director


858-630-1935

More About Gregg
Stephen Sullaway
Stephen Sullaway

Managing Director


858-630-1934

More About Stephen
John C. Hadley
John C. Hadley

Vice President


858-630-1932

More About John
Amanda Brown
Amanda Brown

Senior Registered Client Associate


858-630-1938

More About Amanda
Jacquelyn Walker
Jacquelyn Walker

Senior Registered Client Associate


858-630-1933

More About Jacquelyn
Justin Potyrala
Justin Potyrala

Senior Client Associate


415-745-8895

More About Justin
Sophia Altshuler
Sophia Altshuler

Client Associate


858-630-1961

More About Sophia

Las Vegas


Brock Wilson
Brock Wilson

President, Sports & Entertainment Team


725-235-9604

More About Brock
Aaron Roques
Aaron Roques

Managing Director


725-235-9602

More About Aaron
Butch Safyurtlu
Butch Safyurtlu

Managing Director


714-335-7768

More About Butch
Steven L. Sakata
Steven L. Sakata

Managing Director


702-744-1645

More About Steven
John Szymura, CFP®
John Szymura, CFP®

Senior Vice President


725-235-9607 or 562-414-0907

More About John
Michail Getsov
Michail Getsov

Vice President


725-235-9613

More About Michail
Brittany Clarkson
Brittany Clarkson

Client Associate


725-235-9612

More About Brittany

Long Beach


Joe Addy
Joe Addy

Managing Director


562-414-0926

More About Joe
Todd Buchner
Todd Buchner

Managing Director


562-414-0903

More About Todd
Mark Correa
Mark Correa

Managing Director


562-414-0900

More About Mark
Tim Healy
Tim Healy

Managing Director


562-414-0892

More About Tim
Steve Masoner
Steve Masoner

Managing Director


562-414-0930

More About Steve
Mark Thornburg
Mark Thornburg

Managing Director


562-414-0924

More About Mark
Merlin Micken, CFP®
Merlin Micken, CFP®

Senior Vice President


562-414-0904

More About Merlin
Tyler Chernack, CDFA®
Tyler Chernack, CDFA®

Vice President


562-414-0931

More About Tyler
August DeAngelo
August DeAngelo

Vice President


562-414-0918

More About August
Jaime Nyssen
Jaime Nyssen

Vice President


562-414-0917

More About Jaime
Ashley Cecala
Ashley Cecala

Senior Registered Client Associate


562-414-0914

More About Ashley
Brittany Taylor, MBA
Brittany Taylor, MBA

Senior Registered Client Associate


562-414-0914

More About Brittany
Adam Rutz
Adam Rutz

Registered Client Associate


562-414-0935

More About Adam
Cierra Savin, MBA
Cierra Savin, MBA

Registered Client Associate


562-414-0933

More About Cierra
George Trigueros
George Trigueros

Registered Client Associate


562-414-0908

More About George
Hailee Danna
Hailee Danna

Senior Client Associate


562-414-0912

More About Hailee
Kayde Lin
Kayde Lin

Senior Client Associate


562-414-0915

More About Kayde
Delia Modica
Delia Modica

Senior Client Associate


562-414-0925

More About Delia
Kayla Ravize
Kayla Ravize

Senior Client Associate


562-414-0913

More About Kayla
Robi Welch
Robi Welch

Senior Client Associate


562-414-0932

More About Robi
Nicole Rhyner
Nicole Rhyner

Client Associate


562-414-0919

More About Nicole
Gavin Thornburg
Gavin Thornburg

Client Associate


562-414-0922

More About Gavin

Manhattan Beach


David Anderson
David Anderson

Managing Director


424-502-4802

More About David
John Arensdorf, CFP®
John Arensdorf, CFP®

Managing Director


424-502-4803

More About John
Jason Cole
Jason Cole

Managing Director


424-502-4817

More About Jason
Daniel Fillinger, CFP®
Daniel Fillinger, CFP®

Managing Director


424-502-4805

More About Daniel
Kris Raney, CFP®
Kris Raney, CFP®

Managing Director


424-502-4804

More About Kris
Alex C. Trejo, CFP®
Alex C. Trejo, CFP®

Managing Director


424-502-4806

More About Alex
Carl Leiva
Carl Leiva

Senior Registered Client Associate


424-502-4818

More About Carl
Kathryn Sunico
Kathryn Sunico

Senior Registered Client Associate


424-502-4812

More About Kathryn
Hunter Anderson
Hunter Anderson

Client Associate


424-502-4813

More About Hunter

Pasadena


Vincent Law
Vincent Law

Managing Director


626-314-1832

More About Vincent
Philip Peng
Philip Peng

Senior Vice President


626-314-1834

More About Philip
Vickie Tanabe
Vickie Tanabe

Senior Registered Client Associate


626-314-1835

More About Vickie

Reno


Thomas Hammann
Thomas Hammann

Managing Director


775-339-9804

More About Thomas
Brian Cheney
Brian Cheney

Senior Vice President


775-339-9806

More About Brian
Lori Zorn, CFP®, ChFC®, CDFA®
Lori Zorn, CFP®, ChFC®, CDFA®

First Vice President


562-414-0905

More About Lori
Tali Faitlin
Tali Faitlin

Registered Client Associate


775-446-4121

More About Tali
Lilia Cebotari
Lilia Cebotari

Senior Client Associate


775-339-9805

More About Lilia
Vanessa Diaz
Vanessa Diaz

Senior Client Associate


775-347-0712

More About Vanessa
Carly Davis
Carly Davis

Client Associate


775-339-9808

More About Carly
Autumn Jennings
Autumn Jennings

Client Associate


775-339-9803

More About Autumn

Roseville


Gary Arena, MBA
Gary Arena, MBA

Managing Director


916-272-0453

More About Gary
Bruce Kajiwara, CFP®
Bruce Kajiwara, CFP®

Managing Director


916-272-0945

More About Bruce
Kevin Mounkes, CFP®
Kevin Mounkes, CFP®

Managing Director


916-272-0451

More About Kevin
Chris Tryforos
Chris Tryforos

Senior Registered Client Associate


916-272-0946

More About Chris
Jonathan Green
Jonathan Green

Registered Client Associate


916-272-0971

More About Jonathan
Patti Waltman
Patti Waltman

Senior Client Associate


916-272-0947

More About Patti

Sacramento


Ken Peters
Ken Peters

Managing Director


916-272-1302

More About Ken
Deborah Ladwig
Deborah Ladwig

Senior Registered Client Associate


916-272-1303

More About Deborah

San Francisco


Brad Barnblatt, CFP®, CIMA®
Brad Barnblatt, CFP®, CIMA®

Managing Director


415-907-6865

More About Brad
Brian N. Foster, CFP®
Brian N. Foster, CFP®

Managing Director


415-907-6867

More About Brian
Ralph Garcia, Jr., MBA, CFP®, CIMA®
Ralph Garcia, Jr., MBA, CFP®, CIMA®

Managing Director


415-907-6866

More About Ralph
Michael J. Peters, CPWA®, MBA
Michael J. Peters, CPWA®, MBA

Managing Director


415-745-7746

More About Michael
Jennifer Lau, CFP®
Jennifer Lau, CFP®

Vice President


415-907-6862

More About Jennifer
Joshua Nowasell, MBA, CFP®
Joshua Nowasell, MBA, CFP®

Vice President


415-907-6864

More About Joshua
Thomas McClure
Thomas McClure

Registered Client Associate


415-907-6861

More About Thomas
Areeya Vesvoranan
Areeya Vesvoranan

Registered Client Associate


415-745-8242

More About Areeya
Russell Hicks
Russell Hicks

Client Associate


415-907-6859

More About Russell
Ingrid Robertson
Ingrid Robertson

Client Associate


415-907-6864

More About Ingrid

San Luis Obispo


Nancy Fairchild
Nancy Fairchild

Managing Director


805-707-2991

More About Nancy
Melissa Miller, CDFA®
Melissa Miller, CDFA®

Managing Director


805-707-2992

More About Melissa
Jeffrey Oetman
Jeffrey Oetman

Managing Director


805-707-2994

More About Jeffrey
Michelle Casper
Michelle Casper

Senior Registered Client Associate


805-707-2996

More About Michelle

Santa Fe


Carol Smith
Carol Smith

Managing Director


505-372-4974

More About Carol
Clive Fairchild
Clive Fairchild

Registered Client Associate


805-235-0713

More About Clive

Scottsdale


Justin Breece, JD, CDFA®, CEPA®, CRPC®
Justin Breece, JD, CDFA®, CEPA®, CRPC®

Managing Director


480-870-0401

More About Justin
Magaly Carson, CDFA®
Magaly Carson, CDFA®

Managing Director


480-870-0406

More About Magaly
Chris Corona
Chris Corona

Managing Director


805-707-2993

More About Chris
Tammy Escobar-Miller, CFP®
Tammy Escobar-Miller, CFP®

Managing Director


480-870-0405

More About Tammy
Joshua LeBlanc, MBA
Joshua LeBlanc, MBA

Managing Director


480-870-0392

More About Joshua
Christopher Travelle, CFP®, CIMA®
Christopher Travelle, CFP®, CIMA®

Managing Director


480-870-0407

More About Christopher
Melissa Crews
Melissa Crews

Client Relationship Manager


480-870-0403

More About Melissa
Sam Landa
Sam Landa

Senior Registered Client Associate


480-870-0408

More About Sam
Candice Selman
Candice Selman

Client Associate


480-870-0404

More About Candice

Visalia


Jeff Crookston
Jeff Crookston

Managing Director


559-471-0007

More About Jeff
Gregory Morgan
Gregory Morgan

Managing Director


559-471-1765

More About Gregory
Darlin Rivera
Darlin Rivera

Client Relationship Manager


559-471-1767

More About Darlin
Niko Crookston
Niko Crookston

Client Associate


559-825-9957

More About Niko

Walnut Creek


James Lacey, CRPC®
James Lacey, CRPC®

Managing Director


415-741-0395

More About James
Alastair Patterson, CFP®, CPWA®
Alastair Patterson, CFP®, CPWA®

Managing Director


415-907-6857

More About Alastair
Ken Wise
Ken Wise

Managing Director


415-745-7734

More About Ken
Ron Arrajj
Ron Arrajj

Registered Client Associate


415-745-8895

More About Ron
Michiko Bernstein
Michiko Bernstein

Client Associate


415-742-9327

More About Michiko

Westlake Village


Nick Sondgeroth, CFP®
Nick Sondgeroth, CFP®

Managing Director


805-917-6176

More About Nick
Daniel Khoury
Daniel Khoury

Vice President


805-917-6177

More About Daniel
Desiree Ramirez
Desiree Ramirez

Senior Client Associate


805-917-6178

More About Desiree

Zephyr Cove


Michael Holcomb, CFP®
Michael Holcomb, CFP®

Managing Director


775-347-0720

More About Michael
Mishell DeFelice
Mishell DeFelice

Client Relationship Manager


775-347-0721

More About Mishell
Carrie Skipton
Carrie Skipton

Senior Registered Client Associate


775-347-0722

More About Carrie

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