TSG Financial Advisors

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for TSG Financial Advisors
Team photo for TSG Financial Advisors

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Advisors

Advisor photo for Conrad Santiago

Conrad Santiago

CFP®, MSFS

Private Wealth Advisor

Managing Partner of TSG Financial Advisors
Visit Conrad Santiago's website
Advisor photo for Jonathan Baety

Jonathan Baety

CFP®, APMA®, CLU®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Jonathan Baety's website
Advisor photo for Susan Taylor Bryant

Susan Taylor Bryant

MBA

Financial Advisor

Visit Susan Taylor Bryant's website
Advisor photo for Jose Delgado

Jose Delgado

CFP®, APMA®, CRPC

Private Wealth Advisor

Managing Partner of TSG Financial Advisors
Visit Jose Delgado's website
Advisor photo for Michael Jenkins

Michael Jenkins

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Michael Jenkins's website
Advisor photo for Robert Maiocco

Robert Maiocco

MBA

Financial Advisor

Visit Robert Maiocco's website
Advisor photo for Anna White

Anna White

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Anna White's website
Advisor photo for Lisette Vizcarrondo Perez

Lisette Vizcarrondo Perez

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Lisette Vizcarrondo Perez's website
Advisor photo for Amanda Webb

Amanda Webb

CRPC, APMA®

Private Wealth Advisor

Visit Amanda Webb's website


Team

Julie Wagner

Julie Wagner

Client Service Specialist

Jimmy Limbaugh

Jimmy Limbaugh

Client Relationship Manager,

Paraplanner

Qualifications

    • FINRA Series 66 License
    • FINRA Series 7 License
    • Arkansas Health & Life Insurance
  • AB.S.B.A., 2021, Business Economics, Arkansas State University

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
  • Data Gathering
  • Asset Allocation Analysis
  • Client Service
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Christian Corral, CRPC®, BFA™

Christian Corral, CRPC®, BFA™

Client Relationship Manager,

Paraplanner
Kerry Zee Troutman

Kerry Zee Troutman

Financial Planning Specialist

Rhonda Hickson

Rhonda Hickson

Client Service Coordinator

Derek Santiago

Derek Santiago

Financial Planning Assistant

Christie Woodworth

Christie Woodworth

Client Service Specialist

Qualifications

    • Bachelor of Arts, Communications from Western Illinois University, Macomb, IL

Roles & Responsibilities

  • Oversees daily operations
  • Transactions/Money Movement Requests
  • Client Service Management
  • Data Gathering
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Tara R. Baker

Tara R. Baker

Client Service Specialist

Qualifications

    • Bachelor of Business with a concentration in Finance, Tarleton State University, Texas

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business Administration
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Caren D. Boatman

Caren D. Boatman

Client Relationship Manager,

Paraplanner

Qualifications

    • B.S.B.A, 2011, Finance, Walsh College of Business

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
  • Data Gathering
  • Asset Allocation Analysis
  • Client Service
View more