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Meet

Our Staff

Aaron Henning

Aaron Henning

Certified Financial Coach

Adam Charles

Adam Charles

VP of Business Solutions

Alex Garcia, CFP®, ECA

Alex Garcia, CFP®, ECA

Senior Wealth Advisor

Alia Bartley

Alia Bartley

Director, Client Onboarding

Antonieta Amendolara

Antonieta Amendolara

Financial Wellness Coordinator

Art Wexler, AIF®

Art Wexler, AIF®

VP, Business Development - Pacific Region

Ashley Messer

Ashley Messer

Client Associate

Barbara Martin

Barbara Martin

Office Assistant

Blake Rhodes, CFP®, AIF®

Blake Rhodes, CFP®, AIF®

Director of Financial Planning

Brad Hoegler

Brad Hoegler

Senior Retirement Plan Specialist

Brandon Harris

Brandon Harris

Remittance Specialist

Brenda Cruz-Guzman

Brenda Cruz-Guzman

Remittance Specialist

Christina Berdion

Christina Berdion

Client Service Associate

Claire Bendtschneider

Claire Bendtschneider

Communication Specialist

Clayton Puckett

Clayton Puckett

Retirement Plan Specialist

Cristhian Gonzales

Cristhian Gonzales

Data Analyst & Junior Trader

Cyndi Floyd

Cyndi Floyd

Staff Accountant

Daniel Driver

Daniel Driver

Wealth Advisor

Danielle Irwin

Danielle Irwin

Distribution Specialist Tier I

Devin Taylor

Devin Taylor

Senior Retirement Plan Specialist

David Rodriguez

David Rodriguez

Director of Government Services

Devin Turner

Devin Turner

Retirement Plan Specialist

Dominick Zucconi

Dominick Zucconi

Senior Retirement Plan Specialist

Doug White

Doug White

Senior Retirement Plan Specialist

Edgar Ortiz

Edgar Ortiz

Retirement Plan Specialist Manager

Emma Berthiaume

Emma Berthiaume

Staff Accountant

Eric Light

Eric Light

Director of Operations and Trading

Garrett Adams, CFP®

Garrett Adams, CFP®

Senior Wealth Advisor

Harrison MacDonald

Harrison MacDonald

Office Manager/Associate Advisor

Hillary Poole

Hillary Poole

Institutional Investment Advisor

Izel Akin

Izel Akin

Digital Marketing Manager

Janett Tapia

Janett Tapia

Certified Financial Coach

Jason Vargas

Jason Vargas

Client Associate

Jay Horn MBA, AAMS®

Jay Horn MBA, AAMS®

Senior Wealth Advisor

Javier Zamora

Javier Zamora

Client Success Manager

Jimmi Fussner

Jimmi Fussner

Retirement Manager

John Fowler

John Fowler

Senior Wealth Advisor

John Sturgis CFP®

John Sturgis CFP®

Senior Wealth Advisor

Josue Reyes

Josue Reyes

Distribution Specialist Tier II

Julia Albing

Julia Albing

Project Manager

Kevin Hull

Kevin Hull

Retirement Plan Specialist

Kieran Talbot

Kieran Talbot

Client Associate

Lia Mote

Lia Mote

Sr. Proposal and Marketing Strategist | Financial Advisor

Louis Perez

Louis Perez

Retirement Services Agent Tier II

Luis Martinez

Luis Martinez

Retirement Services Agent Tier I

Macy Dunegan, CFP®

Macy Dunegan, CFP®

Institutional Investment Advisor

Maegan Villarreal

Maegan Villarreal

Plan Consultant

Mark Essenfeld, CFP®, AIF®

Mark Essenfeld, CFP®, AIF®

Senior Wealth Advisor

Marky Ramos

Marky Ramos

Retirement Services Agent Tier I

Matt Anderson, CFP® , AIF®, EA

Matt Anderson, CFP® , AIF®, EA

Senior Wealth Advisor

Megan Polansky

Megan Polansky

Retirement Services Agent Tier III

Michael Gonzalez

Michael Gonzalez

Retirement Services Manager

Michael Rouzer

Michael Rouzer

Business Analyst

Michael Southall

Michael Southall

Retirement Services Agent Tier II

Mildred Martinez

Mildred Martinez

Plan Coordinator

Monica Susaita

Monica Susaita

Remittance Specialist

Monsterrat Bonilla

Monsterrat Bonilla

Cypher Senior Manager

Morgan Polson

Morgan Polson

Retirement Plan Specialist

Myrna Fuentes

Myrna Fuentes

Loan Specialist

Nelson Smith

Nelson Smith

Retirement Services Tier II

Nicole Garcia

Nicole Garcia

Staff Accountant

Nic Hauptmann

Nic Hauptmann

Retirement Plan Specialist

Nicole Silva

Nicole Silva

Distribution Specialist Tier III

Omar Salinas

Omar Salinas

Junior Systems Administrator

Patrick Maynor

Patrick Maynor

Equity Portfolio Manager

Randy Feid, ChFC®

Randy Feid, ChFC®

VP, Business Development - Northeast Region

Rashad Baker

Rashad Baker

Director of Operations

Rey Cepeda

Rey Cepeda

Marketing Director

Robert Britton CFA, CFP®

Robert Britton CFA, CFP®

Senior Wealth Advisor

Rebecca Lenard

Rebecca Lenard

Client Success Manager

Robert Hinds

Robert Hinds

Senior Associate - Trading

Ruben Rodriguez QKA, QPA

Ruben Rodriguez QKA, QPA

Regulatory Plan Compliance Manager

Ryan Canales

Ryan Canales

Senior Wealth Advisor

Samantha Williams

Samantha Williams

Operations and Client Associates Manager

Sarah Blank

Sarah Blank

Remittance Specialist

Sarah Nadiri

Sarah Nadiri

Senior Wealth Advisor

Sean Romero

Sean Romero

Retirement Plan Specialist

Sergio Rodriguez

Sergio Rodriguez

ERISA Compliance Sr. Specialist

Sherry Echart

Sherry Echart

Senior Retirement Plan Specialist

Simon Miselis

Simon Miselis

Senior Regulatory Plan Compliance Manager

Sonia Sanchez

Sonia Sanchez

Plan Coordinator

Sire Becerra

Sire Becerra

Retirement Services Agent Tier II

Summer Vande Hey

Summer Vande Hey

Distribution Specialist Tier lll

Tina Silva

Tina Silva

ERISA Processing Specialist

Victor Calixtro

Victor Calixtro

Retirement Services Agent Tier I

Yvette Martinez

Yvette Martinez

Remittance Specialist

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.