Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Tax Planning Strategies

Awards & recognition

  • TSG Financial Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • Brent Trentham, AdvisorHub Next Gen Advisors to Watch, 2024-2025
  • Brent Trentham, Forbes Best-in-State Wealth Advisors, 2018-2026
  • Anna White, Forbes Best-in-State Women Wealth Advisors, 2022-2023, 2025-2026
  • Michael Jenkins, Forbes Best-in-State Next-Generation Wealth Advisors, 2020
  • Jose Delgado, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Jonathan Baety, Five Star Wealth Manager, 2016

Community participation

TSG Financial Advisors - Community participation photo
  • Habitat for Humanity
  • Boys and Girls Cub of the Smoky Mountains
  • HonorAir
  • Kiwanis of Maryville
  • Blount County Children's Advocacy Center
  • Pheasants Forever Sponsor
  • Keokuk Chamber of Commerce
  • Lee County CEO Program