Your Virtual Financial Consultant through the Financial Shock
Our team of Financial Consultants is here to help with your questions around managing your money and taking care of your family during these difficult times—all without leaving your home.
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
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
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
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...
Not Every Financial Shock Makes the News
Written by: Mason Moses It has been challenging over the last several months to turn on the news and not hear the talking heads discuss how the COVID-19 financial shock has impacted the economy short-term and the potential long-term ramifications. COVID-19 aside, many...Follow Us
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