TSG Financial Advisors

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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

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Advisors

Brent Trentham

CFP®

Private Wealth Advisor

Managing Partner of TSG Financial Advisors
Visit Brent Trentham's website

Conrad Santiago

CFP®, MSFS

Private Wealth Advisor

Managing Partner of TSG Financial Advisors
Visit Conrad Santiago's website

Jonathan Baety

CFP®, APMA®, CLU®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jonathan Baety's website

Susan Taylor Bryant

MBA

Financial Advisor

Visit Susan Taylor Bryant's website

Michael Jenkins

CFP®, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Michael Jenkins's website

Robert Maiocco

MBA

Financial Advisor

Visit Robert Maiocco's website

Anna White

CFP®, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Anna White's website

Lisette Vizcarrondo Perez

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Lisette Vizcarrondo Perez's website

Amanda Webb

CRPC, APMA®

Private Wealth Advisor

Visit Amanda Webb's website


Team

Jennifer Garcia

Jennifer Garcia

Client Relationship Manager,

Paraplanner
Ryann Morgan

Ryann Morgan

Client Service Specialist

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business Administration
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Adrian Schmidt

Adrian Schmidt

Intern

Derek Santiago

Derek Santiago

Financial Planning Assistant

Darlene Santiago

Darlene Santiago

Client Service Coordinator

Naomi Joseph

Naomi Joseph

Financial Planning Specialist