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 Brent Trentham

Brent Trentham

CFP®

Private Wealth Advisor

Managing Partner of TSG Financial Advisors
Visit Brent Trentham's website
Advisor photo for Amanda Webb

Amanda Webb

CRPC, APMA®

Private Wealth Advisor

Visit Amanda Webb'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 Michael Jenkins

Michael Jenkins

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Michael Jenkins'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 Robert Maiocco

Robert Maiocco

MBA

Financial Advisor

Visit Robert Maiocco's website


Team

Kerri Espinosa

Kerri Espinosa

Client Service Specialist

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business Processing
  • Business Administration
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Miguel Riveros, CRPC®

Miguel Riveros, CRPC®

Client Relationship Manager,

Paraplanner

Qualifications

    • FINRA Series 7
    • FINRA Series 66
    • Florida 2-15 Life, Health and Variable Annuities license
    • B.S.B.A., Finance degree, University of Central Florida

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
  • Data Gathering
  • Asset Allocation Analysis
  • Client Service
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Kerry Zee Troutman

Kerry Zee Troutman

Financial Planning Specialist