FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.
Meet TSG is proud to feature Managing Director, Joe Addy. Joe was born and raised in Long Beach California, he graduated from Cal State University of Long Beach in 2001 with a Bachelor of Science Degree and later became a Financial Advisor in 2003. In...
Meet TSG is proud to feature First Vice President, John Szymura, CFP®. John has been in the financial field since 2008 helping people achieve their financial goals. Before joining TSG he was a successful solo practitioner and then joined TSG "on the ground floor" as...
Meet TSG is proud to feature Managing Director, Mark Thornburg. Mark has been in the financial field for over 30 years helping people achieve their financial goals. Joining TSG as an independent advisor gave him the freedom and flexibility to always maintain his clients first...
Meet TSG is proud to feature Partner, Allen Schreiber, MBA. After earning his MBA from Chapman in 1998, Allen teamed up with Founder, Warren Schulten and Managing Partner, Mark Schulten, to help take TSG Wealth Management to new heights. "Allen is the single greatest hire...
Meet TSG is proud to feature our Director of Business Operations, Alexandria Koualczuk. Alexandria, Allie for short, joined TSG in 2012, joining TSG for her final years at California State University Long Beach. Beginning as an Apprentice (Intern) and working her way up to become...
Welcome to our latest installment of Meet TSG! This week we are excited to feature Managing Director, Freeman Welch, CFP®. Nearly 40 years ago Freeman left one family business, a large stereo store, and took a leap of faith to join his father-in-law in the...
At TSG Wealth Management we're proud of our culture and the team that has created it. Meet TSG is a celebration of the many wonderful people at TSG Wealth Management. We hope that with each installment you'll gain greater insight and appreciation for the people...
At TSG Wealth Management we're excited to launch a new video series called, Meet TSG! Meet TSG is designed to give you insight into and get to know the people behind what makes TSG unique and special. TSG is proud of the culture and the...