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Meet Lia Mote

Meet Lia Mote

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...
Meet Lauren Harvey

Meet Lauren Harvey

  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...
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...
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...
DISCLOSURES
TCG Advisory Services, LLC ("TCG Advisors") 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.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.