TSG Financial Advisors

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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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 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 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

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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Robert Rettig

Robert Rettig

Client Service Specialist

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business Administration
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Derek Santiago

Derek Santiago

Financial Planning Assistant

Darlene Santiago

Darlene Santiago

Client Service Coordinator

Naomi Joseph

Naomi Joseph

Financial Planning Specialist