TSG Financial Advisors

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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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

CERTIFIED FINANCIAL PLANNER™ practitioner
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

Lisette Vizcarrondo

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Lisette Vizcarrondo's website
Advisor photo for Jose Delgado

Jose Delgado

CFP®, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jose Delgado's website
Advisor photo for Joseph Segreto

Joseph Segreto

APMA

Associate Financial Advisor

Visit Joseph Segreto's website
Advisor photo for Robert Maiocco

Robert Maiocco

MBA, CRPC, APMA

Financial Advisor

Visit Robert Maiocco's website
Advisor photo for Michael Jenkins

Michael Jenkins

CFP®, CRPC, APMA

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®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Anna White's website
Advisor photo for Amanda Cook Webb

Amanda Cook Webb

CRPC, APMA

Financial Advisor

Visit Amanda Cook Webb's website


Team

Jennifer Emely, CRPC®

Jennifer Emely, CRPC®

Client Relationship Manager,

Paraplanner
Tahira Kassamally

Tahira Kassamally

Client Service Specialist

Paola A. Goodrich

Paola A. Goodrich

Financial Planning Specialist

Derek Santiago

Derek Santiago

Financial Planning Assistant

Robert Koch

Robert Koch

Insurance Specialist

Juana Lazaro

Juana Lazaro

Financial Planning Specialist