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Meet Cristhian Gonzales

Meet Cristhian Gonzales

Cristhian Gonzales started at TCG as an intern and developed a fascination in the wealth management side of our business. After participating in TCG’s Intern Academy, Cristhian is now a Junior Analyst. He works on optimizing data processes, assists financial advisors...
Meet Steve Orta

Meet Steve Orta

Steve Orta is the Managing Director of Business Development and Partner at TCG Group Holdings LLP. He is responsible for overseeing TCG’s Institutional sales division. This Includes maintaining, growing and obtaining new business for Investment advisory and Retirement...
The Financial Wellness Trifecta

The Financial Wellness Trifecta

Written by: Mason Moses My family enjoys watching the Triple Crown horse races; the Kentucky Derby, Preakness Stakes, and the Belmont Stake. We are not racing experts by any means, but the pageantry, tradition, amazing animals, and fun in attempting to pick the winner...
Meet Macy Dunegan

Meet Macy Dunegan

Macy Dunegan is an Institutional Plan Advisor. She works with the investment advisory committees set up by the employers to monitor the investments, plan design, and fiduciary responsibilities.  She started with TCG back in 2016 for an internship and transferred to...