Dec 23, 2020 | Advisor Profiles
Brian Currie joins TCG as a Senior Wealth Advisor with over 18 years of wealth management experience. Brian graduated from Louisiana State University with a B.S. in Marketing and received his MBA with a concentration in Finance from the University of New Orleans. He...
Dec 9, 2020 | Advisor Profiles
Lia Mote is the Senior Proposal and Marketing Strategist for Trusted Capital Group. Lia joined TCG in August of 2020 bringing over 25 years of financial services, marketing strategy, strategic communications, sales and professional speaking and speech coaching...
Nov 10, 2020 | Advisor Profiles
Lauren Harvey, QKA is the Operations Manager for TCG Administrators. Her responsibilities include overseeing the day-to-day operations for TCG, implementing new products, technology and procedures to increase the overall productivity and efficiency of the...
Oct 28, 2020 | Advisor Profiles
Hillary Poole is one of TCG’s Institutional Consultant. Joining us in 2015, Hillary came from a medical device sales background where she used her finance background to assist her clients in optimizing their assets. Her passion for serving clients and creating...
Oct 7, 2020 | Advisor Profiles, News
Anthony started with TCG in 2019 as an intern and transitioned into a full time employee in 2020. As a Payroll Process Specialist for the administration team he works closely with school districts and assists their staff with common questions and concerns. When...
Sep 22, 2020 | Advisor Profiles, News
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...