01 Feb TSG Visalia Office Opens To Welcome Gregory Morgan And Darlin Rivera
VISALIA, CA – TSG Wealth Management is excited to announce that Gregory Morgan and Darlin Rivera, previously of GM Wealth Management has transitioned to TSG Wealth Management. They will be operating out of the TSG office in Visalia, California. As the newest Managing Director to join TSG, Greg brings over 25 years of financial expertise to the team along with his longtime Senior Registered Client Associate, Darlin Rivera.
Greg moved from his private practice, GM Wealth Management, to TSG Wealth Management with his clients’ best interests as his top priority. Greg’s, Senior Registered Client Associate, Darlin, brings over a decade of experience in financial services and prides herself on her high level of organization, professionalism and ability to build strong working relationships with every client. Together, their “clients first” approach makes them excellent additions to the culture and team at TSG.
“By joining the team at TSG Wealth Management, I can enjoy the structure TSG has to offer while focusing 100% of my time on my primary mission – helping each client succeed financially,” says Greg.
Greg has become well known for his ability to build meaningful relationships with his clients that enables them to best prepare for major life events, transitions, challenges and opportunities with confidence. By teaming up with TSG Wealth Management he’s able to add significant resources and backup to his practice in order to enhance the level of service he provides to his clients.
“We created TSG with advisors like Greg in mind,” said TSG Partner, Allen Schreiber. “TSG was created by advisors for advisors in an effort to reduce some of the burdens that independence creates while enhancing the positives that independence brings.”
As one of the largest teams in WFAFN, TSG Wealth Management is continually looking to add quality partners to our organization and we are very excited to welcome Greg and Darlin. We are confident that they will be an asset in our pursuit of building what we feel is one of the leading wealth management organizations in the country.
“Greg and Darlin bring their knowledge and success to our team in a new market,” says TSG Managing Partner, Mark Schulten. “We are excited to expand our ability to serve even more people by helping them achieve financial success.”
We are honored to have Greg and Darlin join us and we look forward to future success for our clients moving forward. Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our 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.