Aug 21, 2026 Rooted in the Central Valley: The Dunn Team Joins TSG Wealth Management in Fresno

TSG Wealth Management is proud to announce additions to its Fresno office and the opening of its Bakersfield office, welcoming Lance Dunn, CFP®, Managing Director, to the TSG family, along with his daughter, Lexis Dunn, AAMS®, Vice President, and Karen Ursua, Senior Client Associate. The team’s arrival marks TSG’s expansion into California’s Central Valley and with the new Bakersfield office, extends TSG’s reach across the region.

Lance’s career in wealth management stretches back nearly three decades, built on a straightforward belief that this work is, above all, about people. Since 1997, he has helped families and businesses pursue their goals with an approach grounded in trust, independence, and a commitment to preserving and growing wealth in a tax-favorable manner. His daughter, Lexis, followed him into the profession to form a multigenerational team, and together with Karen, who has worked alongside Lance since 2017, they bring a personal, relationship-first approach, collaborating closely with clients’ CPAs and estate planning attorneys to help ensure lasting outcomes across generations.

“Finding a home at TSG was about legacy as much as opportunity,” said Lance. “The independence and resources here mean my team and I can carry our client relationships forward for decades, exactly the way we have always believed this work should be done.”

Lance and his team were drawn to TSG for its independence, its client-first culture, and the depth of resources that let them do what they already do well, even better. For an advisor who has spent a career preserving what clients have built, TSG offered a rare combination of true independence and institutional strength.

“With Lexis and Karen alongside me, our clients receive the same care they have always known, now backed by the strength and independence of TSG,” said Lance. “That continuity is everything to the families we serve.”

The addition of the Dunn team reflects TSG’s commitment to growing its national footprint with advisors who lead with integrity and put client relationships first. With more than $21 billion in assets under management and approximately 170 professionals across more than two dozen offices*, TSG provides the infrastructure and collaborative culture that empower Lance, Lexis, and Karen to serve clients at the highest level, while preserving the personal touch that has always defined their work.

TSG Managing Partner Mark Schulten welcomed the team warmly. “Lance, Lexis, and Karen bring exactly the kind of client-first values we look for,” said Mark. “Their arrival, and our new offices in Fresno and Bakersfield, deepen our commitment to families across the Central Valley.”

The multigenerational nature of the Dunn team mirrors the kind of client relationships they have spent years cultivating, defined by continuity, trust, and a long view of what it means to serve people well.

TSG Partner Allen Schreiber pointed to what makes the team stand out. “What stands out about this team is their dedication to doing right by clients over the long term,” said Allen. “That is the foundation everything else is built on.”

For TSG CEO Brian Borst, the Central Valley expansion is a milestone worth celebrating. “We are thrilled to welcome Lance, Lexis, and Karen to the TSG family,” said Brian. “Their experience and their heart for clients make them a natural fit, and we could not be more excited about our growing presence in the Central Valley.”

With the opening of its Fresno and Bakersfield offices, TSG continues to expand its national presence with teams who share its founding commitment to putting clients first. The team is now serving clients from the Fresno office, with the Bakersfield office located at 4900 California Avenue, Suite 210-B, Bakersfield, California 93309, available by appointment. The team also maintains a location in Chowchilla, available by appointment only.

Visit the TSG Wealth Management homepage to learn more about our approach to wealth management, or 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.

*As of 6/15/26