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Meet Darlin Rivera, a vital part of the TSG Wealth Management team based in the Visalia office. As a Senior Registered Client Associate, Darlin serves as a primary contact for clients, addressing various financial service needs and doing so with a personal touch. Since joining TSG,...
In this installment of Meet TSG, we're thrilled to introduce you to Melissa Balboa, a dedicated Client Associate based in TSG Wealth Management’s Irvine office. Melissa's journey into the financial industry was inspired by her desire to make a meaningful impact in clients' lives. Her early...
Meet Blake Rivera, Vice President at TSG Wealth Management's Irvine office. Blake's journey in the financial industry began in 2019, and he has since become a valuable asset to our team. He's passionate about helping clients achieve their financial goals, whether it's planning for retirement,...
Welcome to TSG Wealth Management's "Meet TSG" series, where we introduce you to the remarkable minds shaping our financial services. In this episode, we are excited to get to know Thomas (Tom) C. Trauger, Jr., CFP®, a passionate Managing Director at our Irvine office. Tom's journey...
Welcome to another episode of Meet TSG! In this installment, we're thrilled to introduce you to Tyler Chernack, Vice President based in the TSG Wealth Management - Long Beach office. Tyler peels back the curtain to give you a behind the scenes look at TSG...
Welcome back to "Meet TSG," a captivating series that introduces you to the remarkable individuals of TSG Wealth Management. In this episode, we have the privilege of getting to know Aaron Roques, a Managing Director at TSG's Las Vegas office. Join us as Aaron shares his...
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...