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Advisor Profiles
Meet Lia Mote

Meet Lia Mote

Lia Mote is the Senior Proposal and Marketing Strategist for Trusted Capital Group. Lia joined TCG...

Meet Hillary Poole

Meet Hillary Poole

  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...

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Meet Anthony Lockridge

Meet Anthony Lockridge

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...

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...

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...

Meet Simon Miselis

Meet Simon Miselis

Simon Miselis is a Senior Regulatory Compliance Manager at TCG Group Holdings. He began his career in the financial services industry with Charles Schwab in 2011. He has worked with retirement plans that range from start-ups to $1 billion in plan assets. He has spent...

Meet Chris Jamail

Meet Chris Jamail

Chris Jamail, CFP® is a Partner and Chief Marketing Officer at TCG where he is responsible for strategic business development and managing company-wide marketing efforts and strategy. On a mission to grow the TCG “ecosystem”, he is working to improve the financial...

Meet Matt Escalante

Meet Matt Escalante

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...

Meet Edgar Ortiz

Meet Edgar Ortiz

Edgar Ortiz is a Senior Retirement Specialist at TCG. He joined our team in 2018 to pursue a passion for educating individuals within the TRS system. As a bilingual financial expert, Edgar can assist our clients in both English and Spanish. Edgar started his financial...

Meet Aaron Hennig

Meet Aaron Hennig

Aaron Hennig has been providing financial coaching and guidance to his clients in a variety of capacities for over 10 years. His experience with various financial and investment firms, along with several years in bank management and lending, provide a unique and...

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