Meet

Our Staff

Aaron Henning

Aaron Henning

Retirement Plan Specialist

Adam Charles

Adam Charles

VP, Technology

Alondra Casas

Alondra Casas

Customer Service Representative

Ashley Goluba

Ashley Goluba

Project Manager

Barbara Martin

Barbara Martin

Office Assistant

Blake Rhodes, CFP®, AIF®

Blake Rhodes, CFP®, AIF®

Director of Financial Planning

Cyndi Floyd

Cyndi Floyd

Staff Accountant

Clayton Puckett

Clayton Puckett

Retirement Plan Specialist

Daniel Driver

Daniel Driver

Financial Advisor

Daryl Smith

Daryl Smith

Lead Retirement Plan Specialist

Dennis Bielik, CFA, CFP®, FRM

Dennis Bielik, CFA, CFP®, FRM

Managing Director

Devin Turner

Devin Turner

Equity and Derivatives Analyst

Doug White

Doug White

Retirement Plan Specialist

Edgar Ortiz

Edgar Ortiz

Retirement Plan Specialist

Eric Light

Eric Light

Portfolio Manager

Garrett Adams

Garrett Adams

Financial Advisor

Garrett Pittman

Garrett Pittman

VP, Institutional Investments

Hillary Poole

Hillary Poole

VP, Sales Development

Isaac Mendez

Isaac Mendez

Sales and Marketing Specialist

Jason Vargas

Jason Vargas

Client Associate

Jesus Alvarado

Jesus Alvarado

Retirement Plan Specialist

John Fowler

John Fowler

Retirement Plan Specialist

Josue Reyes

Josue Reyes

Customer Service Representative

Julia Albing

Julia Albing

Project Manager

Justin Fellers

Justin Fellers

Retirement Plan Specialist

Kelli Hanson

Kelli Hanson

Assistant VP, Client Relations

Kieran Talbot

Kieran Talbot

Customer Service Representative

Lauren Harvey

Lauren Harvey

Operations Manager

Macy Dunegan

Macy Dunegan

Retirement Plan Consultant

Madeleine Hall

Madeleine Hall

Marketing Manager

Maegan Villarreal

Maegan Villarreal

Analyst | Institutional Investments

Mark Alonzo

Mark Alonzo

Customer Service Representative

Mark Essenfeld, CFP®

Mark Essenfeld, CFP®

Financial Planner

Matt Anderson, CFP® , AIF®, EA

Matt Anderson, CFP® , AIF®, EA

Senior Wealth Advisor

Matt Escalante

Matt Escalante

Director, Institutional Investment Initiatives

Mason Moses

Mason Moses

Investment Advisor

Megan Polansky

Megan Polansky

Customer Service Representative

Melissa Kirk

Melissa Kirk

VP, Operations

Michael Gonzalez

Michael Gonzalez

Customer Service Representative

Mildred Dircio

Mildred Dircio

Trade Agent

Monica Susaita

Monica Susaita

Processor

Monsterrat Bonilla

Monsterrat Bonilla

Cypher Senior Manager

Myrna Fuentes

Myrna Fuentes

Team Lead, Distribution Processing

Nicole Garcia

Nicole Garcia

Staff Accountant & Benefits Coordinator

Nicole Silva

Nicole Silva

Processor

Nic Hauptmann

Nic Hauptmann

Retirement Plan Specialist

Olivia Prawdzik

Olivia Prawdzik

Client Associate

Omar Salinas

Omar Salinas

Technology Services Associate

Rashad Baker

Rashad Baker

Team Lead, Customer Service

Rey Cepeda

Rey Cepeda

Product & UX Design Manager

Robert Britton

Robert Britton

Senior Advisor

Robert Hinds

Robert Hinds

Investment Associate

Ryan Swayze

Ryan Swayze

VP - Technology & Development

Sean Romero

Sean Romero

Retirement Plan Specialist

Sherry Echart

Sherry Echart

Retirement Plan Specialist

Simon Miselis

Simon Miselis

Compliance Specialist

Sire Becerra

Sire Becerra

Customer Service Representative

Sonia Sanchez

Sonia Sanchez

Processor

Steve Orta

Steve Orta

Managing Director

Timothy Satterwhite

Timothy Satterwhite

Processor

Tina Silva

Tina Silva

Team Lead, Contribution Processing

Tommy Vinyard

Tommy Vinyard

Business Analyst

Yvette Martinez

Yvette Martinez

Trade Agent

DISCLOSURES
Total Compensation Group Investment Advisory Services LP (“TCG Advisors, LP”) 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.