src="https://www.facebook.com/tr?id=321039863147341&ev=PageView&noscript=1"

Meet

Our Staff

Aaron Henning

Aaron Henning

Financial Coach

Adam Charles

Adam Charles

VP, Technology

Alex Garcia, CFP®, ECA

Alex Garcia, CFP®, ECA

Senior Wealth Advisor

Alex Peck

Alex Peck

Systems Administrator

Ashley Goluba

Ashley Goluba

FinPath Program Manager

Ashley Messer

Ashley Messer

Client Service Associate

Barbara Martin

Barbara Martin

Office Assistant

Bindu Doddapaneni

Bindu Doddapaneni

Financial Reporting Accountant

Blake Rhodes, CFP®, AIF®

Blake Rhodes, CFP®, AIF®

Director of Financial Planning

Brad Hoegler

Brad Hoegler

Senior Retirement Plan Specialist

Cristhian Gonzales

Cristhian Gonzales

Analyst

Cyndi Floyd

Cyndi Floyd

Staff Accountant

Clayton Puckett

Clayton Puckett

Retirement Plan Specialist

Daniel Driver

Daniel Driver

Senior Wealth Advisor

Daryl Smith

Daryl Smith

Lead Retirement Plan Specialist

David Rodriguez

David Rodriguez

Director of Government Services

Dennis Bielik, CFA, CFP®, FRM

Dennis Bielik, CFA, CFP®, FRM

Managing Director

Devin Taylor

Devin Taylor

Retirement Plan Specialist

Devin Turner

Devin Turner

Equity and Derivatives Analyst

Doug White

Doug White

Retirement Plan Specialist

Dominick Zucconi

Dominick Zucconi

Retirement Plan Specialist

Edgar Ortiz

Edgar Ortiz

Retirement Plan Specialist

Eduardo Cabrera

Eduardo Cabrera

Institutional Sales Associate

Emma Berthiaume

Emma Berthiaume

Staff Accountant

Eric Light

Eric Light

Director of Operations and Trading

Galen Bearden CFP®, EA, MBA

Galen Bearden CFP®, EA, MBA

Senior Wealth Advisor

Garrett Adams, CFP®

Garrett Adams, CFP®

Senior Wealth Advisor

Hillary Poole

Hillary Poole

VP, Sales Development

Isaac Mendez

Isaac Mendez

Retirement Services Agent III

Izel Akin

Izel Akin

Digital Marketing Specialist

Janett Tapia

Janett Tapia

Financial Coach

Jason Vargas

Jason Vargas

Client Associate

Jay Horn MBA, AAMS®

Jay Horn MBA, AAMS®

Senior Wealth Advisor

John Fowler

John Fowler

Retirement Plan Specialist

John Sturgis CFP®

John Sturgis CFP®

Senior Wealth Advisor

Josue Reyes

Josue Reyes

Customer Service Representative

Julia Albing

Julia Albing

Project Manager

Kevin Hull

Kevin Hull

Retirement Plan Specialist

Kieran Talbot

Kieran Talbot

Client Associate

Lauren Harvey, QKA

Lauren Harvey, QKA

Director of Operations

Macy Dunegan, CFP®

Macy Dunegan, CFP®

Retirement Plan Consultant

Maegan Villarreal

Maegan Villarreal

Analyst | Institutional Investments

Mark Essenfeld, CFP®, AIF®

Mark Essenfeld, CFP®, AIF®

Financial Planner, Midwest Region

Marky Ramos

Marky Ramos

Plan Coordinator

Matt Anderson, CFP® , AIF®, EA

Matt Anderson, CFP® , AIF®, EA

Senior Wealth Advisor

Matt Escalante, CFP®

Matt Escalante, CFP®

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

Omar Salinas

Omar Salinas

Technology Services Associate

Patrick Maynor

Patrick Maynor

Equity Portfolio Manager

Rashad Baker

Rashad Baker

Team Lead, Customer Service

Rey Cepeda

Rey Cepeda

Marketing Director

Robert Britton CFA, CFP®

Robert Britton CFA, CFP®

Senior Wealth Advisor

Robert Hinds

Robert Hinds

Investment Associate

Ruben Rodriguez QKA, QPA

Ruben Rodriguez QKA, QPA

Regulatory Compliance Manager

Ryan Swayze

Ryan Swayze

VP - Technology & Development

Samantha Williams

Samantha Williams

Client Service Associate

Sarah Nadiri

Sarah Nadiri

Senior Wealth Advisor

Sean Romero

Sean Romero

Retirement Plan Specialist

Sergio Rodriguez

Sergio Rodriguez

Senior Compliance Specialist

Shaina Craig

Shaina Craig

Distributions 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

Tina Silva

Tina Silva

Team Lead, Contribution Processing

Thanh Leonard

Thanh Leonard

Staff Accountant

Tingyi Lu

Tingyi Lu

Business Analyst

Yvette Martinez

Yvette Martinez

Trade Agent

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.