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 Kelli Hanson

Meet Kelli Hanson

Kelli Hanson is the Assistant Vice President of Client Relations. She has worked in multiple divisions of TCG, including our cyber security division and retirement division. Kelli came to us in 2017 with over 20 years of Client Relationship and Sales Management...
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...
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.