TSG Wealth Management Welcomes Melissa Miller

TSG Welcomes Melissa Miller and Opens New San Luis Obispo Location

SAN LUIS OBISPO, CA – TSG Wealth Management is excited to announce that they have opened their 11th location with the addition of new Managing Director, Melissa Miller in San Luis Obispo! Melissa has spent over 20 years in the financial industry and focuses on building long term, personal relationships with her clients and their families. By joining the TSG family she is broadening her ability to help serve her clients’ needs and further her efforts to build even more long-lasting relationships.

Melissa understands that by actively listening, she learns what is important to her clients and together they can build a strategic path for their financial future. A characteristic that fits synchronistically with TSG’s “clients first” culture. She is confident that the move to TSG will help insure she can continue to deliver world class service and help her clients pursue their financial goals.

“Lasting, meaningful, and open relationships are the foundation of my practice,” says Melissa. “Our client’s have worked hard for their money and should feel confident in their financial future. Joining TSG Wealth Management is the next evolution of my practice that will provide even more tools designed to allow me to help our clients achieve their financial goals.”

Outside of her life in the financial industry, Melissa enjoys spending time with her family, baking and watching football. She loves her San Luis Obispo community and is excited about growing the TSG Wealth Management presence in the area. All of us at TSG Wealth Management are excited about the expansion and looking forward to supporting her efforts to provide the best financial guidance she can for her clients.

“Melissa brings a relational component to the financial industry that is hard to teach and you just don’t find it everyday,” says TSG Managing Partner, Mark Schulten. “Her ability to connect and work with individuals, families and small businesses will help TSG grow along California’s central coast and allow us to help as many people as we can.”

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 add Melissa to the team. Our leadership team is confident that her knowledge, background and experience will be an asset in our pursuit of building what we feel is one of the leading wealth management organizations in the country.

“We feel Melissa is an incredible addition to our TSG family,” said Partner, Allen Schreiber. “Her commitment to creating tailored investment plans to fit each client needs falls right in line with our approach at TSG. She is going to be an anchor for our efforts in central California and we couldn’t be more thrilled to have her onboard.”

We are honored to have Melissa 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.