TSG Financial Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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

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Advisors

Advisor photo for Brent Trentham

Brent Trentham

CFP®

Private Wealth Advisor

Managing Partner of TSG Financial Advisors
Visit Brent Trentham'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 Lisette Vizcarrondo Perez

Lisette Vizcarrondo Perez

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Lisette Vizcarrondo Perez'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 Robert Maiocco

Robert Maiocco

MBA

Financial Advisor

Visit Robert Maiocco'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 Susan Taylor Bryant

Susan Taylor Bryant

MBA

Financial Advisor

Visit Susan Taylor Bryant'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 Amanda Webb

Amanda Webb

CRPC, APMA®

Private Wealth Advisor

Visit Amanda Webb's website
Advisor photo for Thomas Temeyer

Thomas Temeyer

Financial Advisor

Visit Thomas Temeyer's website


Team

Mayra Martinez

Mayra Martinez

Client Service Specialist

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
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Ashlee Willis

Ashlee Willis

Client Relationship Manager,

Paraplanner

Qualifications

    • Miami University, Oxford, Ohio, Bachelor of Science (B.S.) Political Science and Journalism, 2008
    • Series 6
    • Series 7
    • Series 66

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
  • Data Gathering
  • Asset Allocation Analysis
  • Client Service
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Paola A. Goodrich

Paola A. Goodrich

Financial Planning Specialist

Derek Santiago

Derek Santiago

Financial Planning Assistant

Darlene Santiago

Darlene Santiago

Client Service Coordinator