Mar 23, 2026 From Omaha Roots to Lake Tahoe: RJ Bernstein Joins TSG
TSG Wealth Management continues its thoughtful growth with the addition of veteran investment professional RJ Bernstein and his team. Bernstein joins as Managing Director in TSG’s Incline Village office, bringing more than four decades of experience in investment management and client relationships. Joining alongside him are Denise Knutson, Senior Client Associate, and Monique Long, Senior Registered Client Associate, who will support clients from TSG’s Beverly Hills office.
Bernstein’s passion for investing began early. Growing up in Omaha, Nebraska, he purchased his first stocks at just 13 years old. Surrounded by a community where disciplined investing and philanthropy were part of everyday conversation, he developed an appreciation for the long-term impact thoughtful investment planning can have on families and communities.
“Investing has always been about more than numbers to me,” said RJ. “It’s about helping families protect what they’ve built and creating opportunities for the next generation. Joining TSG allows me to continue doing that while collaborating with a group of professionals who share the same long-term perspective.”
From his base alongside Lake Tahoe, Bernstein works closely with families to develop customized investment strategies aligned with their risk tolerance and long-term goals. His approach focuses on disciplined decision-making, clear communication, and ensuring clients feel confident in the direction of their financial future.
TSG Managing Partner Mark Schulten noted that RJ’s experience and client-first philosophy align naturally with the culture that has guided TSG’s growth.
“RJ brings a remarkable depth of experience and perspective,” said Schulten. “His career reflects a commitment to thoughtful investing and lasting client relationships, which fits seamlessly with the way we serve clients at TSG.”
Founded on the principle of putting clients’ interests first, TSG Wealth Management has grown to more than 20 offices and over $18 billion in assets under management*. The practice emphasizes collaboration among advisors, allowing teams to draw on a wide range of resources while maintaining the flexibility to build tailored strategies for each client.
That collaborative structure was an important factor in RJ’s decision to join the organization.
“What stood out to me about TSG is the balance,” RJ explained. “You have the resources and experience of a larger organization, but you also maintain the independence to develop specialized investment opportunities and personalized strategies for clients.”
TSG Partner Allen Schreiber also highlighted the addition of the Bernstein team as an important step in strengthening TSG’s presence across multiple offices.
“RJ, Denise, and Monique bring an incredible level of professionalism and dedication to client service,” said Allen. “Their experience and perspective will benefit clients not only in the Incline Village and Beverly Hills offices, but across the broader TSG community.”
RJ will work closely with Denise Knutson in Incline Village, while Monique Long will support clients and operations from the Beverly Hills office. Together, the team provides continuity for existing relationships while expanding access to the broader resources and collaborative environment that define TSG.
For CEO Brian Borst, the addition reflects the organization’s continued focus on growing with professionals who share its long-term mindset.
“TSG’s success has always been built on people,” said Brian. “RJ and his team bring experience, integrity, and a deep commitment to the clients they serve. We’re excited to welcome them and look forward to what they will help build as part of the TSG family.”
Outside of his professional work, RJ enjoys traveling with his wife, LaLisa, and staying closely connected with his family. His daughter Erin is a Harvard Law graduate and founding partner of BBS Law; his son Zach is an actor and author; and his daughter Michiko is building her own career in finance at TSG.
With the addition of RJ and his team, TSG continues expanding its network of experienced professionals dedicated to helping clients preserve wealth, pursue long-term opportunities, and navigate the evolving landscape of investment planning with confidence.
Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management services.
If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (Member SIPC). TSG Wealth Management is a separate entity from Wells Fargo Advisors Financial Network.
*As of 2/17/26