TSG Spread Across The West

TSG Wealth Management

Meet Our Team

Explore our team across every office. Search by name or title, choose a location on the map, or view our TSG Leadership & Support team.

Our Offices
All locations  ·  click a pin to filter · scroll or drag to explore

Leadership Team


Beth Kirkland
Beth Kirkland

Director of Branches


925-980-9781

More About Beth
Alexandria Koualczuk
Alexandria Koualczuk

Director of Business Operations


725-235-9611

More About Alexandria
Jana Bailey
Jana Bailey

Director of Employee Advancement


562-414-0929

More About Jana

Investment Strategy Team


Nick Bero
Nick Bero

Director of Trading


562-414-0927

More About Nick
Joshua Turley, CFP®, CFA®
Joshua Turley, CFP®, CFA®

Managing Director


949-508-2602

More About Joshua
Rob Nagle, MBA
Rob Nagle, MBA

Vice President


805-707-2995

More About Rob
Gavin Moeller
Gavin Moeller

Investment Analyst


480-870-0409

More About Gavin
Brandon Wise
Brandon Wise

Investment Analyst


415-745-9459

More About Brandon

Strategic Support Team


Paul Chavez
Paul Chavez

Operations Manager


916-272-0970

More About Paul
Timothy R. Hannigan
Timothy R. Hannigan

Senior Administrative Manager


562-414-0893

More About Timothy
Christine Nguyen
Christine Nguyen

Onboarding Specialist


562-414-0898

More About Christine
Cyn Verona
Cyn Verona

Onboarding Specialist


916-272-0973

More About Cyn
Caitlyn Jimenez
Caitlyn Jimenez

Operations Support Specialist


661-579-4266

More About Caitlyn

Antelope Valley


Daniel Ledbetter, CIMA®
Daniel Ledbetter, CIMA®

Managing Director


661-579-4262

More About Daniel
Matthew Vattioni
Matthew Vattioni

Managing Director


661-579-4261

More About Matthew
Madison Norris
Madison Norris

Client Associate


661-579-4265

More About Madison

Bellevue


Margaret “Marhe” Youch, CAP®, APMA™
Margaret “Marhe” Youch, CAP®, APMA™

Managing Director


425-998-9502

More About Margaret
Robert Youch, APMA™
Robert Youch, APMA™

Managing Director


425-998-9503

More About Robert

Beverly Hills


Glenn Jaffe
Glenn Jaffe

Managing Director


310-997-0201

More About Glenn
Sam Kagan
Sam Kagan

Managing Director


424-295-9002

More About Sam
Dmitry Matousov, MBA, CFP®
Dmitry Matousov, MBA, CFP®

Managing Director


424-295-9015

More About Dmitry
Robert Sackler
Robert Sackler

Managing Director


424-295-9011

More About Robert
Alex Tanious, CFA, CAIA
Alex Tanious, CFA, CAIA

Managing Director


424-295-9012

More About Alex
Fenja Keller
Fenja Keller

First Vice President


424-295-9003

More About Fenja
Monique Long
Monique Long

Senior Registered Client Associate


424-295-9010

More About Monique
Yvette Zepeda
Yvette Zepeda

Senior Registered Client Associate


424-295-9004

More About Yvette
Justin Mosher
Justin Mosher

Registered Client Associate


424-295-9014

More About Justin
Dianna Baroutgian
Dianna Baroutgian

Senior Client Associate


424-295-9013

More About Dianna

Breckenridge


Toril McGuigan, CEPA
Toril McGuigan, CEPA

Managing Director


720-738-0540

More About Toril
Cynthia Stursberg
Cynthia Stursberg

Client Associate


720-738-0541

More About Cynthia

Colorado Springs


Michael “Mick” Pepper
Michael “Mick” Pepper

Managing Director


720-738-0522

More About Michael
Susie Kaufman
Susie Kaufman

Senior Registered Client Associate


720-738-0534

More About Susie

Denver


Jason Kariuki
Jason Kariuki

Managing Director


720-738-0527

More About Jason
Meghan McGuire, CFP®, ChFC®, MS, RICP®
Meghan McGuire, CFP®, ChFC®, MS, RICP®

Managing Director


720-738-0521

More About Meghan
T.H. Williams, PhD, CFP®
T.H. Williams, PhD, CFP®

Managing Director


720-738-0520

More About T.H.
Steve Zahorik, MBA, CRPC®
Steve Zahorik, MBA, CRPC®

Managing Director


720-738-0523

More About Steve
Scott Shuler
Scott Shuler

Senior Administrative Manager


720-738-0530

More About Scott
Donna Boyette
Donna Boyette

Senior Registered Client Associate


720-738-0531

More About Donna
Vicki D. Hansen
Vicki D. Hansen

Senior Registered Client Associate


720-738-0533

More About Vicki
Sandra “Sandy” Mcclaury
Sandra “Sandy” Mcclaury

Client Associate


720-738-0532

More About Sandra

Fresno


Daniel Aller
Daniel Aller

Managing Director


559-825-9951

More About Daniel
Jeffrey D. Garton
Jeffrey D. Garton

Managing Director


559-825-9952

More About Jeffrey
Matthew Medeiros
Matthew Medeiros

Managing Director


559-825-9953

More About Matthew
Brandon Schwartz, CFP®
Brandon Schwartz, CFP®

Managing Director


559-825-9956

More About Brandon
Chia Lai
Chia Lai

Senior Registered Client Associate


559-825-9958

More About Chia

Incline Village


RJ Bernstein
RJ Bernstein

Managing Director


775-347-0725

More About RJ
Lisa Petrie, CFP®
Lisa Petrie, CFP®

Managing Director


562-799-2182

More About Lisa
Claire Faye, CFP®
Claire Faye, CFP®

Vice President


775-347-0713

More About Claire
Serina Foster
Serina Foster

Vice President


562-799-2183

More About Serina
Belinda Dawson
Belinda Dawson

Senior Registered Client Associate


562-799-2185

More About Belinda
Denise Knutson
Denise Knutson

Senior Client Associate


775-347-0723

More About Denise

Irvine


John Heckenkamp
John Heckenkamp

Managing Director


949-508-2604

More About John
Thomas Trauger, CFP®
Thomas Trauger, CFP®

Managing Director


949-508-2605

More About Thomas
Blake Rivera
Blake Rivera

First Vice President


949-508-2612

More About Blake
Jodie Umehira
Jodie Umehira

First Vice President


949-508-2611

More About Jodie
Bryant Schulman, CFP®
Bryant Schulman, CFP®

Vice President


949-508-2606

More About Bryant
Luke Heynen
Luke Heynen

Registered Client Associate


949-508-2616

More About Luke
Sophia Altshuler
Sophia Altshuler

Client Associate


858-630-1961

More About Sophia
Melissa Balboa
Melissa Balboa

Client Associate


949-508-2615

More About Melissa
Nikhil Bhakta
Nikhil Bhakta

Client Associate


949-508-2602

More About Nikhil
Joseph Cefalu
Joseph Cefalu

Client Associate


949-508-2619

More About Joseph
Eric Heckenkamp
Eric Heckenkamp

Client Associate


949-508-2620

More About Eric
Elena Safyurtlu
Elena Safyurtlu

Client Associate


949-508-2617

More About Elena

La Jolla


Bill Boggs, CFP®, CEPA
Bill Boggs, CFP®, CEPA

Managing Director


858-630-1962

More About Bill
Leslie M. Castillo, CFP®, CDFA®, CEPA®
Leslie M. Castillo, CFP®, CDFA®, CEPA®

Managing Director


760-487-0370

More About Leslie
Sylvia Geffen
Sylvia Geffen

Managing Director


858-630-1936

More About Sylvia
Jamie A. Meronoff, CFP®
Jamie A. Meronoff, CFP®

Managing Director


858-630-1937

More About Jamie
Gregg Shallan, CFP®, ChFC®, CEPA®, MBA
Gregg Shallan, CFP®, ChFC®, CEPA®, MBA

Managing Director


858-630-1935

More About Gregg
Stephen Sullaway
Stephen Sullaway

Managing Director


858-630-1934

More About Stephen
John C. Hadley
John C. Hadley

Vice President


858-630-1932

More About John
Amanda Brown
Amanda Brown

Senior Registered Client Associate


858-630-1938

More About Amanda
Jacquelyn Walker
Jacquelyn Walker

Senior Registered Client Associate


858-630-1933

More About Jacquelyn
Justin Potyrala
Justin Potyrala

Senior Client Associate


415-745-8895

More About Justin

Las Vegas


Brock Wilson
Brock Wilson

President, Sports & Entertainment Team


725-235-9604

More About Brock
Aaron Roques
Aaron Roques

Managing Director


725-235-9602

More About Aaron
Butch Safyurtlu
Butch Safyurtlu

Managing Director


714-335-7768

More About Butch
Steven L. Sakata
Steven L. Sakata

Managing Director


702-744-1645

More About Steven
John Szymura, CFP®
John Szymura, CFP®

Senior Vice President


725-235-9607 or 562-414-0907

More About John
Michail Getsov
Michail Getsov

Vice President


725-235-9613

More About Michail
Brittany Clarkson
Brittany Clarkson

Client Associate


725-235-9612

More About Brittany

Long Beach


Joe Addy
Joe Addy

Managing Director


562-414-0926

More About Joe
Todd Buchner
Todd Buchner

Managing Director


562-414-0903

More About Todd
Mark Correa
Mark Correa

Managing Director


562-414-0900

More About Mark
Tim Healy
Tim Healy

Managing Director


562-414-0892

More About Tim
Steve Masoner
Steve Masoner

Managing Director


562-414-0930

More About Steve
Mark Thornburg
Mark Thornburg

Managing Director


562-414-0924

More About Mark
Merlin Micken, CFP®
Merlin Micken, CFP®

Senior Vice President


562-414-0904

More About Merlin
Tyler Chernack, CDFA®
Tyler Chernack, CDFA®

Vice President


562-414-0931

More About Tyler
August DeAngelo
August DeAngelo

Vice President


562-414-0918

More About August
Jaime Nyssen
Jaime Nyssen

Vice President


562-414-0917

More About Jaime
Ashley Cecala
Ashley Cecala

Senior Registered Client Associate


562-414-0914

More About Ashley
Brittany Taylor, MBA
Brittany Taylor, MBA

Senior Registered Client Associate


562-414-0914

More About Brittany
Adam Rutz
Adam Rutz

Registered Client Associate


562-414-0935

More About Adam
Cierra Savin, MBA
Cierra Savin, MBA

Registered Client Associate


562-414-0933

More About Cierra
George Trigueros
George Trigueros

Registered Client Associate


562-414-0908

More About George
Hailee Danna
Hailee Danna

Senior Client Associate


562-414-0912

More About Hailee
Kayde Lin
Kayde Lin

Senior Client Associate


562-414-0915

More About Kayde
Delia Modica
Delia Modica

Senior Client Associate


562-414-0925

More About Delia
Kayla Ravize
Kayla Ravize

Senior Client Associate


562-414-0913

More About Kayla
Robi Welch
Robi Welch

Senior Client Associate


562-414-0932

More About Robi
Elizabeth Lynch
Elizabeth Lynch

Client Associate


562-414-0900

More About Elizabeth
Nicole Rhyner
Nicole Rhyner

Client Associate


562-414-0919

More About Nicole
Gavin Thornburg
Gavin Thornburg

Client Associate


562-414-0922

More About Gavin

Manhattan Beach


David Anderson
David Anderson

Managing Director


424-502-4802

More About David
John Arensdorf, CFP®
John Arensdorf, CFP®

Managing Director


424-502-4803

More About John
Jason Cole
Jason Cole

Managing Director


424-502-4817

More About Jason
Daniel Fillinger, CFP®
Daniel Fillinger, CFP®

Managing Director


424-502-4805

More About Daniel
Kris Raney, CFP®
Kris Raney, CFP®

Managing Director


424-502-4804

More About Kris
Alex C. Trejo, CFP®
Alex C. Trejo, CFP®

Managing Director


424-502-4806

More About Alex
Carl Leiva
Carl Leiva

Senior Registered Client Associate


424-502-4818

More About Carl
Kathryn Sunico
Kathryn Sunico

Senior Registered Client Associate


424-502-4812

More About Kathryn
Hunter Anderson
Hunter Anderson

Client Associate


424-502-4813

More About Hunter

Pasadena


Vincent Law
Vincent Law

Managing Director


626-314-1832

More About Vincent
Philip Peng
Philip Peng

Senior Vice President


626-314-1834

More About Philip
Vickie Tanabe
Vickie Tanabe

Senior Registered Client Associate


626-314-1835

More About Vickie

Reno


Thomas Hammann
Thomas Hammann

Managing Director


775-339-9804

More About Thomas
Brian Cheney
Brian Cheney

Senior Vice President


775-339-9806

More About Brian
Lori Zorn, CFP®, ChFC®, CDFA®
Lori Zorn, CFP®, ChFC®, CDFA®

First Vice President


562-414-0905

More About Lori
Tali Faitlin
Tali Faitlin

Registered Client Associate


775-446-4121

More About Tali
Lilia Cebotari
Lilia Cebotari

Senior Client Associate


775-339-9805

More About Lilia
Vanessa Diaz
Vanessa Diaz

Senior Client Associate


775-347-0712

More About Vanessa
Carly Davis
Carly Davis

Client Associate


775-339-9808

More About Carly
Autumn Jennings
Autumn Jennings

Client Associate


775-339-9803

More About Autumn

Roseville


Gary Arena, MBA
Gary Arena, MBA

Managing Director


916-272-0453

More About Gary
Bruce Kajiwara, CFP®
Bruce Kajiwara, CFP®

Managing Director


916-272-0945

More About Bruce
Kevin Mounkes, CFP®
Kevin Mounkes, CFP®

Managing Director


916-272-0451

More About Kevin
Chris Tryforos
Chris Tryforos

Senior Registered Client Associate


916-272-0946

More About Chris
Jonathan Green
Jonathan Green

Registered Client Associate


916-272-0971

More About Jonathan
Patti Waltman
Patti Waltman

Senior Client Associate


916-272-0947

More About Patti

Sacramento


Ken Peters
Ken Peters

Managing Director


916-272-1302

More About Ken
Deborah Ladwig
Deborah Ladwig

Senior Registered Client Associate


916-272-1303

More About Deborah

San Francisco


Brad Barnblatt, CFP®, CIMA®
Brad Barnblatt, CFP®, CIMA®

Managing Director


415-907-6865

More About Brad
Brian N. Foster, CFP®
Brian N. Foster, CFP®

Managing Director


415-907-6867

More About Brian
Ralph Garcia, Jr., MBA, CFP®, CIMA®
Ralph Garcia, Jr., MBA, CFP®, CIMA®

Managing Director


415-907-6866

More About Ralph
Michael J. Peters, CPWA®, MBA
Michael J. Peters, CPWA®, MBA

Managing Director


415-745-7746

More About Michael
Jennifer Lau, CFP®
Jennifer Lau, CFP®

Vice President


415-907-6862

More About Jennifer
Joshua Nowasell, MBA, CFP®
Joshua Nowasell, MBA, CFP®

Vice President


415-907-6864

More About Joshua
Thomas McClure
Thomas McClure

Registered Client Associate


415-907-6861

More About Thomas
Areeya Vesvoranan
Areeya Vesvoranan

Registered Client Associate


415-745-8242

More About Areeya
Russell Hicks
Russell Hicks

Client Associate


415-907-6859

More About Russell
Ingrid Robertson
Ingrid Robertson

Client Associate


415-907-6864

More About Ingrid

San Luis Obispo


Nancy Fairchild
Nancy Fairchild

Managing Director


805-707-2991

More About Nancy
Melissa Miller, CDFA®
Melissa Miller, CDFA®

Managing Director


805-707-2992

More About Melissa
Jeffrey Oetman
Jeffrey Oetman

Managing Director


805-707-2994

More About Jeffrey
Michelle Casper
Michelle Casper

Senior Registered Client Associate


805-707-2996

More About Michelle

Santa Fe


Carol Smith
Carol Smith

Managing Director


505-372-4974

More About Carol
Clive Fairchild
Clive Fairchild

Registered Client Associate


805-235-0713

More About Clive

Scottsdale


Justin Breece, JD, CDFA®, CEPA®, CRPC®
Justin Breece, JD, CDFA®, CEPA®, CRPC®

Managing Director


480-870-0401

More About Justin
Magaly Carson, CDFA®
Magaly Carson, CDFA®

Managing Director


480-870-0406

More About Magaly
Chris Corona
Chris Corona

Managing Director


805-707-2993

More About Chris
Tammy Escobar-Miller, CFP®
Tammy Escobar-Miller, CFP®

Managing Director


480-870-0405

More About Tammy
Joshua LeBlanc, MBA
Joshua LeBlanc, MBA

Managing Director


480-870-0392

More About Joshua
Christopher Travelle, CFP®, CIMA®
Christopher Travelle, CFP®, CIMA®

Managing Director


480-870-0407

More About Christopher
Melissa Crews
Melissa Crews

Client Relationship Manager


480-870-0403

More About Melissa
Sam Landa
Sam Landa

Senior Registered Client Associate


480-870-0408

More About Sam
Candice Selman
Candice Selman

Client Associate


480-870-0404

More About Candice

Visalia


Jeff Crookston
Jeff Crookston

Managing Director


559-471-0007

More About Jeff
Gregory Morgan
Gregory Morgan

Managing Director


559-471-1765

More About Gregory
Darlin Rivera
Darlin Rivera

Client Relationship Manager


559-471-1767

More About Darlin
Niko Crookston
Niko Crookston

Client Associate


559-825-9957

More About Niko

Walnut Creek


James Lacey, CRPC®
James Lacey, CRPC®

Managing Director


415-741-0395

More About James
Alastair Patterson, CFP®, CPWA®
Alastair Patterson, CFP®, CPWA®

Managing Director


415-907-6857

More About Alastair
Ken Wise
Ken Wise

Managing Director


415-745-7734

More About Ken
Ron Arrajj
Ron Arrajj

Registered Client Associate


415-745-8895

More About Ron
Michiko Bernstein
Michiko Bernstein

Client Associate


415-742-9327

More About Michiko

Westlake Village


Nick Sondgeroth, CFP®
Nick Sondgeroth, CFP®

Managing Director


805-917-6176

More About Nick
Daniel Khoury
Daniel Khoury

Vice President


805-917-6177

More About Daniel
Desiree Ramirez
Desiree Ramirez

Senior Client Associate


805-917-6178

More About Desiree

Zephyr Cove


Michael Holcomb, CFP®
Michael Holcomb, CFP®

Managing Director


775-347-0720

More About Michael
Mishell DeFelice
Mishell DeFelice

Client Relationship Manager


775-347-0721

More About Mishell
Carrie Skipton
Carrie Skipton

Senior Registered Client Associate


775-347-0722

More About Carrie