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TSG Wealth Management's legacy team, consisting of Mark Schulten, Managing Partner, Allen Schreiber, Partner, John Szymura, Senior Vice President, Lori Zorn, First Vice President, and Merlin Micken, First Vice President, has earned a coveted spot on the 2024 Forbes Top Wealth Management Teams for High...
TSG Wealth Management proudly announces Nick Bero, Director of Trading, as the latest recipient of the Employee of the Quarter accolade. Nick has been recognized for his outstanding dedication, leadership, and contributions to the TSG community. Reflecting on the recognition, Nick expressed, “It’s always great to...
MANHATTAN BEACH - We are thrilled to welcome Daniel Fillinger, CFP®, to the TSG Wealth Management - Manhattan Beach as our newest Managing Director. With two decades of experience in financial services, Dan brings a wealth of expertise and a dedication to helping individuals achieve...
Meet Ken Peters, Managing Director at TSG Wealth Management - Sacramento, as he shares his journey and experiences in our "Meet TSG" series. With over 30 years in the financial industry, Ken discusses the importance of independence, the supportive environment at TSG, and his dedication...
Meet Steve Masoner, a Managing Director in TSG Wealth Management's Long Beach office, in our latest installment of the Meet TSG video series. Steve shares his dedication to improving the lives of his clients and staff, highlighting his extensive experience and personal approach to wealth...
As a recent TSG Apprentice, Cecilia Hutnick shares her journey of discovery and growth within the wealth management industry. She highlights the supportive environment at TSG, which has facilitated her learning and exploration of the finance sector. Cecilia appreciates the company culture, which blends a friendly...
Kayde Lin, a Client Associate at TSG, shares reflections on personal and professional development during their time at the company. From transitioning from student to professional, to forming meaningful friendships, Kayde highlights the transformative impact of TSG. She discusses the integral role of client associates in...
Meet Brian Cheney, a Vice President at TSG Wealth Management, as he shares his journey and experiences in our "Meet TSG" series. Brian discusses the importance of a collaborative work environment, his passion for investments, and his commitment to helping clients achieve their financial goals. Brian...
August (Augie) DeAngelo, Vice President at TSG, shares reflections on personal and professional development during his tenure. He discusses the evolution of responsibility and integrity through managing client finances, highlighting the sharpening of analytical skills and decision-making abilities. Augie emphasizes the invaluable mentorship at TSG,...
TSG Wealth Management proudly announces Kathryn Sunico, Senior Registered Client Associate at the Manhattan Beach office, as the latest recipient of the Employee of the Quarter accolade. This honor recognizes her exceptional contributions and unwavering commitment to excellence, service, and the TSG community. “I’m incredibly honored...
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