Matt Escalante, CFP®️ is a Partner at TCG and Senior Director of Institutional Investment Strategies. He started his career in financial services with Northwestern Mutual Financial Network in 2005 and soon after joined TCG in fall of 2006. Matt’s desire is to help others achieve their financial goals and to establish strong relationships. With a family background deep in educational leadership, TCG was a natural fit for Matt to help educators achieve their financial goals.
Over his time at TCG, Matt has held a variety of positions including Investment Advisor to private clients, Regional Sales Director, and Senior Director responsible for working closely with clients to develop retirement planning education and engagement activities for their employees. In his current role, Matt leads the group retirement plan advisor team who develop quarterly investment reviews and present to investment advisory committees established by clients.
Matt received his BA in Business Management from California State University, Fullerton. He
had also acquired the Series 6 and 63 FINRA securities licenses and CA insurance license during his time at Northwestern Mutual Financial Network. Matt earned the CERTIFIED FINANCIAL PLANNER™ designation in 2019.
Matt and his wife Megan have two children, Jack and Paige. Matt enjoys playing golf, fishing with the kids, and staying active in the kids’ sporting events.
Hillary Poole is one of TCG’s Institutional Consultant. Joining us in 2015, Hillary came from a medical device sales background where she...