Meet Sherry Echart

Meet Sherry Echart

Sherry is a Retirement Plan Specialist in the DFW Metroplex area. Her 20+ year career in Financial Services started in the early 1990’s. While working for one of the largest US banks, Sherry was chosen to be licensed in their initial personal banker investment...
Addressing Your Financial Plan During Uncertain Times

Addressing Your Financial Plan During Uncertain Times

In this week’s podcast, listen to Matt Escalante, CFP® and Dennis Bielik, CFA, CFP®, FRM reflect on important lessons to keep in mind during these uncertain times. You’ll learn about: Actions you can take to lower your expenses How to deal with the b word…...
Meet Daniel Driver

Meet Daniel Driver

Dan is a Private Wealth Advisor located in Fort Worth, TX. He provides comprehensive financial planning to his clients with a focus on aligning their investment to the plan. Dan measures his own success by his client’s success in reaching their goals within their...
Meet Nic Hauptmann

Meet Nic Hauptmann

Nic is a retirement plan specialist who focuses on educating clients on employer sponsored retirement plans, pension plans, and social security to help their goals come to fruition. Nic specializes in working with public employees, specifically K-12 educators. Nic...
DISCLOSURES
Total Compensation Group Investment Advisory Services LP (“TCG Advisors, LP”) is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

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