Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Brent Trentham

Brent Trentham

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brent Trentham Visit Brent Trentham's website
Advisor photo for Conrad Santiago

Conrad Santiago

CFP®, MSFS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Conrad Santiago Visit Conrad Santiago's website
Advisor photo for Jonathan Baety

Jonathan Baety

CFP®, APMA, CLU®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jonathan Baety Visit Jonathan Baety's website
Advisor photo for Jose Delgado

Jose Delgado

CFP®, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jose Delgado Visit Jose Delgado's website
Advisor photo for Michael Jenkins

Michael Jenkins

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Michael Jenkins Visit Michael Jenkins's website
Advisor photo for Robert Maiocco

Robert Maiocco

MBA, CRPC, APMA

Financial Advisor

Learn more about Robert Maiocco Visit Robert Maiocco's website
Advisor photo for Anna White

Anna White

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Anna White Visit Anna White's website
Advisor photo for Heather J Barnett

Heather J Barnett

MS, CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Heather J Barnett Visit Heather J Barnett's website
Advisor photo for Ryan R Barnett

Ryan R Barnett

CFP®, AAMS

Private Wealth Advisor

Learn more about Ryan R Barnett Visit Ryan R Barnett's website
Advisor photo for Amanda Cook Webb

Amanda Cook Webb

CRPC

Financial Advisor

Learn more about Amanda Cook Webb Visit Amanda Cook Webb's website
Advisor photo for Joseph Segreto

Joseph Segreto

APMA

Associate Financial Advisor

Learn more about Joseph Segreto Visit Joseph Segreto's website
Advisor photo for Lisette Vizcarrondo

Lisette Vizcarrondo

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Lisette Vizcarrondo Visit Lisette Vizcarrondo's website
Advisor photo for Thomas Temeyer

Thomas Temeyer

CIMA®

Financial Advisor

Certified Investment Management Analyst®
Learn more about Thomas Temeyer Visit Thomas Temeyer's website


Our team

Trenta Swann

Trenta Swann

Operations Director,

Chief Operating Officer of TSG Financial Advisors

Qualifications

  • 40+ years in the financial services industry
  • Human Capital & Human Resources
  • Compliance
  • Community Relations

Roles & Responsibilities

  • Team Member Development
  • Client Service Management
  • Business Processing
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Victoria Castaneda

Victoria Castaneda

Operations Specialist,

Human Resource Manager of TSG Financial Advisors

Qualifications

  • FINRA Series 7 & Series 63 Licenses
  • 18+ years in the financial services industry
  • Operations Strategy
  • Human Capital & Human Resources
  • Compliance

Roles & Responsibilities

  • Human Resource Benefits Manager
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Nicole Santiago

Nicole Santiago

Business Development Manager,

Vice President of TSG Financial Advisors

Qualifications

  • Bachelor in Business Administration, 2014, Endicott College, Boston, MA
  • MBA in Finance, 2016, Endicott College, Boston, MA

Roles & Responsibilities

  • Advisor Development
  • Money Management Systems
  • Financial Planning Initiatives
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Aida E. Rodriguez

Aida E. Rodriguez

Marketing Manager

Qualifications

  • B.A. Business Administration, 2011, Ana G. Mendez University, Orlando, FL

Roles & Responsibilities

  • Maintain Client Relations
  • New Business Opportunities
  • Reports & Database Management
  • Marketing & Client Relations
  • Marketing Budget & Strategy
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Kerry Zee Troutman

Kerry Zee Troutman

Financial Planning Specialist

Roles & Responsibilities

  • Financial Planning Analysis
  • Financial Planning Coordination
  • Data Gathering
  • Client Service
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Paola A. Goodrich

Paola A. Goodrich

Financial Planning Specialist

Roles & Responsibilities

  • Data Gathering
  • Financial Planning Coordination
  • Financial Planning Analysis
  • Client Service
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Derek Santiago

Derek Santiago

Financial Planning Assistant

Qualifications

  • FINRA Series 7 License

  • MBA, Finance, Endicott College

Roles & Responsibilities

  • Data Gathering
  • Financial Planning Analysis
  • Financial Planning Coordination
  • Client Service
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Christian Corral, CRPC®, BFA™

Christian Corral, CRPC®, BFA™

Client Relationship Manager,

Paraplanner

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Tennessee Health, Life and Variable Annuities
  • M.S. in Economic Developement
  • B.S. in Business Management

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
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Jennifer Emely, CRPC®

Jennifer Emely, CRPC®

Practice Manager,

Paraplanner

Qualifications

  • FINRA Series 7 License

  • FINRA Series 66 License
  • Florida Health, Life, and Variable Annuities
  • B.S.B.A., 2008, Economics, University of Central Florida, Orlando, FL

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
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Miguel Riveros, CRPC®

Miguel Riveros, CRPC®

Client Relationship Manager,

Paraplanner

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor®
  • 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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Julie Wagner

Julie Wagner

Client Service Specialist

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
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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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Tahira Kassamally

Tahira Kassamally

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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Millie Morales

Millie Morales

Client Service Specialist

Qualifications

  • A.S. in Business Administration, Eugenio Maria de Hostos Community College, City University of New York

Roles & Responsibilities

  • Prepare for client review sessions
  • Supports client-based communications
  • Maintain client service system
  • Business processing
  • Business administration
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Melanie Vallejo

Melanie Vallejo

Client Service Specialist

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business Administration
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Rhonda Hickson

Rhonda Hickson

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Client Correspondence
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Darlene Santiago

Darlene Santiago

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Client Correspondence
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Juana Lazaro

Juana Lazaro

Financial Planning Specialist

Roles & Responsibilities

  • Insurance Production Manager
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Mayra Martinez

Mayra Martinez

Client Service Specialist

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business Administration
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Andrea Rodriguez

Andrea Rodriguez

Marketing Specialist

Qualifications

  • B.S.B.A, 2022, Marketing, University of Central Florida

Roles & Responsibilities

  • Event Coordinator
  • Marketing & Client Relations
  • Social Media Coordinator
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Caren D. Boatman

Caren D. Boatman

Client Relationship Manager,

Paraplanner

Qualifications

  • B.S.B.A, 2011, Finance, Walsh College of Business

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
  • Data Gathering
  • Asset Allocation Analysis
  • Client Service
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Aixanette Figueroa

Aixanette Figueroa

Administrative Assistant

Roles & Responsibilities

  • Answering & Forwarding incoming phone calls
  • Greeting & Welcoming clients and guests
  • Sorting & Distributing daily mail
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Robert Koch

Robert Koch

Insurance Specialist

Roles & Responsibilities

  • Insurance Sales Manager
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Jennifer Garcia

Jennifer Garcia

Client Relationship Manager,

Paraplanner

Qualifications

  • FINRA Series 7 License

  • FINRA Series 66 License

  • B.A., 2018, Economics, Fordham University, Bronx, NY

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
  • Data Gathering
  • Asset Allocation Analysis
  • Client Service
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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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Stephanie Duncan

Stephanie Duncan

Operations Director

Qualifications

  • B.S., 2001, Marketing, University of Tennessee at Chattanooga

Roles & Responsibilities

  • Practice Compliance
  • Oversees daily operations
  • Managing employee relations
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Jimmy Limbaugh

Jimmy Limbaugh

Client Relationship Manager,

Paraplanner

Qualifications

  • FINRA Series 66 License

  • FINRA Series 7 License

  • Arkansas Health & Life Insurance

  • B.S.B.A., 2021, Business Economics, Arkansas State University

Roles & Responsibilities

  • Asset Allocation Analysis
  • Transactions/Money Movement Requests
  • Client Service Management
  • Data Gathering
  • Asset Allocation Analysis
  • Client Service
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Adrian Schmidt

Adrian Schmidt

Intern

Christie Woodworth

Christie Woodworth

Operations Manager

Qualifications

  • Bachelor of Arts, Communications from Western Illinois University, Macomb, IL

Roles & Responsibilities

  • Oversees daily operations
  • Transactions/Money Movement Requests
  • Client Service Management
  • Data Gathering
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Kayla A. Kaminski

Kayla A. Kaminski

Client Service Specialist

Qualifications

  • Bachelor of Business, Management, Western Illinois University, Macomb, IL.

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business Administration
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Tara R. Baker

Tara R. Baker

Client Service Specialist

Qualifications

  • Bachelor of Business with a concentration in Finance, Tarleton State University, Texas

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business Administration
  • Event Coordinator
  • Marketing & Client Relations
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Grayson Maryanski

Grayson Maryanski

Financial Planning Assistant

Naomi Joseph

Naomi Joseph

Financial Planning Specialist

Chase Piatko

Chase Piatko

Client Relationship Manager,

Paraplanner