Meet Your Financial Advocates

Independence Means You Are Always the Focus

Each member of our team came from places where we couldn’t exercise financial advocacy in the way we see fit. To bring the best of our knowledge and capabilities to our clients, we eventually came together through our shared values to create TCP Asset Management.

This is the firm we always envisioned and ultimately had to create ourselves: an independent firm where honest and objective financial guidance is the rule, not the exception.

With diverse skill sets, the TCP environment is humble and team-oriented. By working together, we bring you amplified advice and solutions that are much greater than what each of us could bring alone.

Logo image Columbus, OH TCP Asset Management

The TCP Asset Management Team

Joshua Allen, CFP®

Partner, Director of Wealth Management

Joshua Allen, CFP®

Partner, Director of Wealth Management

josh@tcpasset.com

As a Founding Partner and Director of TCP Asset Management, Josh is charged with leading a team of wealth advisors in practice management, business development, and innovative planning solutions. These solutions have provided our clients with the resources and flexibility needed to deliver a personalized financial planning experience that is fluid and dynamic. Josh and his team have developed and refined a process that is comprehensive in nature and ties together: investment management, risk management, retirement income planning, estate planning, business and family legacy planning, and philanthropy. This exclusive process allows them to put together all the pieces of the financial puzzle for their clients as their lives unfold and be engaged when their needs evolve.

Josh received a Bachelor of Science degree from The Ohio State University in Family Resource Management. He also received a certificate in Financial Planning from Boston University. Upon completion of the education, examination and experience requirements, Josh obtained the Certified Financial Planner™ , CRPC® and CRPS® designations. His securities licenses include the series 7,9,10 and 66 and State of Ohio insurance license.

Josh is married to Branda, who is also one of his business partners. They together have three children, two dogs and two cats. As a family they love the outdoors, whether it is on the beach or in the mountains, they are always up for an adventure.

Branda Allen

Partner, CCO, Director of Wealth Management

Branda Allen

Partner, CCO, Director of Wealth Management

branda@tcpasset.com

As a Partner and Director of TCP Asset Management, Branda is charged with leading a team of wealth advisors in practice management, branch operations and woman-in-business initiatives. At TCP, Branda and her colleagues have developed a process that guides their clients through goal-setting, planning and achievement. Through this process, the TCP team helps individuals and families dream, create and live their best lives. Branda personally has over 18 years of experience in the Retirement and Wealth Management industry and currently holds her 6, 7, 66, and 24 licenses.

Branda is married to Josh, who is also one of her business partners. They together have three children, a great dane and 2 cats. As a family, they love the outdoors whether on the beach or in the mountains, and they are always up for an adventure. Branda loves to workout, bake, cook new healthy recipes and of course, Ohio State Football!

Philip Bervig

Partner, Director of Wealth Management

Philip Bervig

Partner, Director of Wealth Management

PBervig@TCPasset.com

Phil is a Partner and Personal Wealth Manager at TCP Asset Management.

He began his career as a financial advisor in 2006 and now works primarily with a select group of successful professionals, business owners, and retirees.

He is a graduate of Grand Canyon University and also holds the series 7, 63, & 65 licenses.

As part of a full-service independent investment management and financial planning firm, Phil provides the resources and flexibility needed to deliver a personalized financial planning experience that is fluid and dynamic.

Phil and his team have developed and refined a planning process that is comprehensive in nature and ties together all of the following: investments, retirement income planning, risk management, estate planning, business and family legacy planning, and philanthropy. Understanding how these pieces of the financial puzzle fit together helps clients reduce stress and stay organized through all seasons of life.

Phil was born and raised in Colorado which fostered his love for hiking, camping, and exploring nature. When away from the office, he enjoys spending quality time outdoors with his wife and children.

Phillip Susi

Partner, Director of Wealth Management

Phillip Susi

Partner, Director of Wealth Management

phil@tcpasset.com

Phil is a founding partner and has developed a firm that cultivates leaders and collaboration among optimistic and empowered experts.

Phil’s strength lies in a holistic approach to strategic planning. With more than 14 years’ experience, his work expresses an integrated process where client engagement, risk mitigation, investment strategy, and philanthropy provide a larger framework for flexible, comprehensive planning. He believes in unifying the art of design with the science of high performance as a driving creative force to inspire and improve individual and organizational well-being.

Reinforcing the firm’s belief that every client contributes to the larger community; Phil’s clients are from various professions and backgrounds. His versatility and perspective have been integral to the delivery of many of TCP’s most celebrated client relationships.

Phil’s leadership was central to the design and implementation of the strategic planning process with one of Columbus’ largest employers. His commitment to understanding each client has helped promote and foster deep relationships among clients across the country.

Throughout his career, Phil has been passionate in making a difference in the community. Phil has a profound interest in the development of tomorrow’s leaders through the works of Otterbein University’s Advisory Council. In addition, Phil supports initiatives at The James - The Ohio State University Comprehensive Care Center and Otterbein University.

Scott Thomas, CFA

Chief Investment Officer

Scott Thomas, CFA

Chief Investment Officer

Columbus, OH

scott@tcpasset.com

As the Chief Investment Officer of TCP Asset Management, Scott is charged with investment management, education, and assisting the partners on business development. Scott is charged with institutional money management and managing all aspects of the separately managed account (SMA) business. Scott follows an investment philosophy that is ingrained in Modern Portfolio Theory. He utilizes a process that is centered on a personalized strategy that focuses on minimizing risk, fees, and taxes through portfolio diversification.

Scott brings a wealth of experience to the team. He spent nearly 25 years of his career at JPMorgan as part of the Fixed Income Asset Management team. Scott received a Bachelor of Science degree from the Ohio State University and his CFA® charter from the CFA Institute. His securities licenses include the series 7 and 66 and insurance licenses in Ohio, Georgia, Maryland, North Carolina, and South Carolina.

Scott resides in the Lewis Center/Powell area with his wife Jennifer, three children, two dogs, and two cats. They love the beach and spending time outdoors.

John Riley, CEBS, CMFC, AIF

Group Benefits Lead Consultant

John Riley, CEBS, CMFC, AIF

GROUP BENEFITS Lead CONSULTANT

614-761-9378
jriley@rileybig.com

John Riley is a Group Benefits Lead Consultant & Investment Advisor Representative, and he joined the firm in 2015. He has over 25+ years of experience in the group benefits and retirement plan advisory services industries. John is the lead consultant for TCP’s group employee benefits and retirement plans practice areas. John helps clients with corporate benefit plans, corporate retirement plans, corporate financial education for employees and private client wealth management. John also specializes in establishing new client relationships and managing current client benefit accounts.

Mr. Riley earned a Bachelor’s degree in Finance from Capital University. Upon completion of the education, examination and experience requirements, John has earned an Accredited Investment Fiduciary (AIF) designation, achieved his Certified Employee Benefit Specialist (CEBS) designation and is a Chartered Mutual Fund Counselor (CMFC). His securities licenses include Series 6, 63, 65, and he carries several state insurance appointments.

During his career, he has been a lead producer in a Retirement Plan Advisory practice area and has spearheaded many statewide projects including the development of a Medical Plan and Wellness Program Consulting Practice. John has been a speaker at many state-wide symposiums, including the Ohio Hospital Association Annual Conference, the Ohio Society of Hospital Human Resources Administrators and the Ohio Society of CPAs. John has also presented at the TD Ameritrade National Advisor Conference. John couldn’t be happier about the impact our firm is having on both our plan sponsors and plan participants.

Jessica Simmons, CFP, CDFA, APMA

Wealth Advisor

Jessica Simmons, CFP, CDFA, APMA

Wealth Advisor

. Jessica@tcpasset.coM

Ohio: 937-345-0556

California: 626-261-7011

When Jessica made a cross-country move and an unexpected career transition over a decade ago, she was looking for a career that would utilize the skills obtained through her graduate education and previous work as a licensed counselor. Becoming a CERTIFIED FINANCIAL PLANNER™ practitioner allowed Jessica the deep satisfaction of seeing her clients experience positive changes – more effective money-related behaviors and increased confidence – while also helping couples navigate challenging conversations about money.

Then, Jessica facilitated her first divorcing clients through their kitchen-table divorce and realized she was passionate about helping people divorce in peaceful, respectful ways. She became a Certified Divorce Financial Analyst (CDFA) to work with individuals and couples who want to make financially sound and informed decisions for their new futures. Through one-on-one advocate work, mediation, and collaborative divorce, Jessica is a compassionate partner through one of life’s most stressful transitions.

Jessica splits her time between her offices in Pasadena, San Diego and Ohio, but serves clients nationwide. Beyond work and time with her husband Dan and cat Bobbie Fernie, Jessica stays engaged with many networking and volunteer activities, including Rotary, NAWBO, youth theater, therapeutic equestrian work, and serving multiple nonprofit boards.

Derek Kesig

Wealth Advisor

Derek Kesig

Wealth Advisor

614-726-1626
dk@tcpasset.com

Since 1996, Derek has been working with clients to reach their financial goals. Over the years he has qualified for several President’s Conferences before joining TCP Asset Management in November of 2019. His move allowed him to continue to be an advocate for his clients and allow him to put his clients needs first. Derek has always operated as a fiduciary. In addition to retirement planning, he is experienced in client’s education, guidance, risk management, income planning and advisory management.

Derek graduated Shawnee State University in 1994 with a BS. He holds a Series 6, 63 Securities License and holds Life, Health, Variable Annuities license through the state of Ohio. States: include Arizona, Florida, Georgia, Illinois, Indiana, Maryland, Michigan and Ohio.

Derek and his wife Polly have resided in Delaware County since 1998. They enjoy about 5 acres a horse and their 2 dogs, Kona and Rudy. Derek played 4 years of college soccer and still enjoys playing indoor soccer and attending Columbus Crew games. He also competes in amateur golf tournaments for the enjoyment of competition.

Robert M. Mitchell, Jr. MA, CRPC, CMFC

Wealth Advisor

Robert M. Mitchell, Jr. MA, CRPC, CMFC

WEALTH ADVISOR

615-823-3002
rob@tcpasset.com

Rob Joined TCP Asset Management in April 2016. Prior to joining TCP, Rob served as a Senior Retirement Consultant at Lincoln Financial Group. Rob’s experience includes large scale institutional retirement plans, providing employee retirement education, executing communication and education strategies, risk management and financial planning.

Rob’s passion for holistic client education serves as the cornerstone of his practice as he seeks to empower his clients to identify and achieve their personal, professional and financial dreams. He is committed to successfully guiding clients through life’s chapters and ensuring that wealth is grown and protected.

Rob holds bachelor’s and master’s degrees from Wright State University. Upon completion of the education, examination and experience requirements, Rob is a Chartered Retirement Plan Counselor and Chartered Mutual Fund Consultant and is currently working toward the CERTIFIED FINANCIAL PLANNER™ designation. Rob currently holds a Series 7, 63 and 65 Securities License and the State of Tennessee, Alabama Life, Health and Variable Annuity Insurance Licenses.

Rob resides in the small town of Spring Hill, Tennessee with his wife, Kim and their sons Mason and Logan.

Mark Pfister

Advanced Planning Consultant

Mark Pfister

Advanced Planning Consultant

(614) 802-3200
mpfister@pfisterfinancialservices.com

Mark was born and raised in Columbus, Ohio. He attended and graduated from Upper Arlington High School where he enjoyed academic and athletic success. Mark accepted a full grant in aid scholarship from The Ohio State University and became a Buckeye.

After graduating from The Ohio State University in 1987 with a degree in Organizational Communications, Mark was offered an opportunity to attend graduate school at Miami University in Oxford, Ohio. He continued his passion for teaching and coaching football while serving as a defensive graduate assistant and studying exercise physiology and marketing.

In 1988, Mark entered the financial services industry with designs to service the insurance and investment needs of families, professionals, and businesses. With many collaborative relationships, Mark joined with Trendency Capital Partners in 2016. He provides the firm strong analysis in strategic insurance and investment planning, retirement distribution planning, and risk management. His licenses include the series 6 and 63. He also holds a State of Ohio Insurance license.

Mark has been married to his wife Megan since 1991 and they reside in Upper Arlington. They have 2 boys, Tyler and Jackson. Mark and Megan are members of Christian Fellowship Church and support several ministries in the central Ohio area.

Mary Slane

Wealth Advisor

Mary Slane

WEALTH ADVISOR

614-789-9730
mary@slanefinancial.com

Mary joined our firm from Sterne Agee/WRP, where she has spent the last 13 years growing her independent financial planning practice. She focuses on helping small business owners, professional women and families by using the following philosophy: “Dream. Plan. Achieve.”

Mary has more than 35 years of experience in small businesses, including working in estate planning, small business law, direct product sales and owning a bookkeeping firm.

Today, Mary specializes in wealth abundance planning for small business owners and professional women, helping them gain a better understanding of their unique needs through her proprietary seminar series How to Become a MoneyWise™ Woman. She has been published in Central Ohio’s Business First, the Glow Project Magazine and featured in Columbus C.E.O. Magazine.

Mary is an active member of the National Association of Women Business Owners (NAWBO), Women for Economic and Leadership Development (WELD) and The Transition Network. Plus, she volunteers for a variety of non-profit organizations and recently sat on the board of Hands- On Central Ohio, Fairy Goodmothers, The Transition Network and Your Management Team

Krista Kramer, CRPC, CRPS

Wealth Advisor

Krista Kramer, CRPC, CRPS

WEALTH ADVISOR

(260) 833-7154

(260) 833-7156

krista@tcpasset.com

OFFICE ADDRESS:

7702 Bluffton Rd., Suite 201

Fort Wayne, IN 46809

Hi! I’m Krista Kramer, a Wealth Advisor with TCP Asset Management in Fort Wayne, Indiana.

My mission is to help my clients grow and protect their wealth for the things that matter most. With my three-bucket approach, I help my clients map out their financial path to success. This process allows me to create a “Plan A” but also seamlessly re-route as my clients’ lives unfold, and detours pop up.

I have a Bachelor of Science degree from Ball State University. Upon completion of the education, examination and experience requirements, I hold two professional designations, Chartered Retirement Plan Counselor (CRPC®) and Chartered Retirement Plan Specialist (CRPS®). I currently hold a Series 6, 63 and 65 securities licenses in addition to a state life, health and variable annuity licenses in Indiana, Illinois, Michigan, Alabama, California, Colorado and North Carolina.

Klint Krieger

Wealth Advisor

Klint Krieger

Wealth Advisor

klint@tcpasset.com

Klint is a personal wealth advisor with TCP Asset Management in Cheyenne, WY.

He is a graduate of the University of Denver where he earned degrees in communications and psychology while also playing on the University’s golf team. He currently holds the series 7 & 66 securities licenses.

Klint has a passion for building long-term relationships with clients and enjoys the process of helping each individual define and achieve their own version of financial success throughout all seasons of life.

Klint enjoys playing golf and attending sporting events with his wife and their growing family. They share a love for the state of Wyoming and value their friends and family.

David B. Meske MBA, CRPC, CRPS

Wealth Advisor

David B. Meske MBA, CRPC, CRPS

WEALTH ADVISOR

614-761-9378
dmeske@tcpasset.com

David began his financial services career in 1998 and joined the TCP Asset Management group back in January of 2015 as an independent financial advisor. In addition to retirement planning, David is experienced in providing service, education and guidance in risk management, investment advisory services, retirement income strategies and legacy planning.

By taking a comprehensive and process-driven approach to financial planning, David empowers clients to make informed decisions that will help them pave a path toward retirement freedom and financial independence. He is committed to successfully guiding clients through life transitions while ensuring that their wealth grows and remains protected for the things that matter most to them.

David holds a Bachelor’s degree from Denison University and a Master’s in Business Administration from Ashland University. Upon completion of the education, examination and experience requirements, he is a Chartered Retirement Plan Specialist and Chartered Retirement Plan Counselor. David holds his Series 6, 7, 63, 66 and 24 Securities Licenses and holds Life, Health, Variable Annuities and Property & Casual Insurance licenses through the state of Ohio.

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Diron Tappin, AIF

Wealth Advisor

Diron Tappin, AIF

Wealth Advisor

(480)-824-8444

diron@tcpasset.com

Diron Tappin is a Wealth Manager at TCP Asset Management. He joined TCP to fulfill his vision of providing comprehensive, independent, transparent financial advice to family, friends, coaches, educators, payments industry executives, other financial professionals, and business owners.

Diron has been in the financial services industry for over 20 years and has held a variety of positions in on Wall Street that give him a keen eye for combining client’s needs with modern asset management concepts. He utilizes the process that has been developed at TCP to provide clients with a dynamic and adaptable plan to work towards the goals of financial independence, retirement, risk management, estate planning and hopefully peace of mind.

Diron has a bachelor’s degree from The University of Northern Colorado. He holds the Series 7, 24, 31, 65, 66 Securities licenses and State of Arizona Insurance License.

He was born in New York, raised in Hawaii, he has lived in Scottsdale, Arizona since 2004 with his wife, Stacey, and son Cole. Outside of the office you will find Diron coaching football locally with the Scottsdale Outlaws youth program or at Desert Mountain High School, Go Wolves!

Alyse Mullins

Associate Wealth Advisor

Alyse Mullins

Associate Wealth Advisor

614-761-9378

Alyse@tcpasset.com

Alyse grew her business in San Diego with Foresters Financial, where she co-created a Financial Wellness Program and was an Assistant Manager for New Representative Development.

With her Series 6, 63, 26 and life insurance licenses, Alyse specializes in providing her clients with a comprehensive and cohesive financial plan to attain their life’s goals. Alyse’s primary focus for her business is empowering women to take charge of their financial future. Her unique holistic approach provides her clients with an in-depth financial plan that will evolve with them throughout all of life’s stages.

Alyse earned her degree in Business Management at Ohio University, where she was a proud member of the Marching 110 Drumline. She resides in Worthington and enjoys volunteering at New Albany Pet Rescue, staying active with her dog Lexie and is always seeking the next outdoor adventure.

Mark Bergey

Director of Advisory Services

Mark Bergey

Director of Advisory Services

mbergey@tcpasset.com

Mark joined the TCP Asset Management team in May 2021.

He is a graduate of Western New England College in Massachusetts where he played collegiate lacrosse earning the Unsung Hero Award twice as well as USILA Division III North South Senior All Star. He began his career as Assistant Coach for Men’s Lacrosse at WNEC for 2 years. In 2008 he relocated to Columbus, Ohio where he worked at The Ohio State University as the Director of Operations for the men’s lacrosse team for 12 years.

After joining TCP, he obtained his Series 6 and 63 licenses. Mark currently serves as the Director of Operations ensuring TCP’s systems are running effectively and providing our clients with high level support.

Mark was born and raised in Philadelphia and currently resides in Columbus, Ohio with his wife, son and family dog. He enjoys music, the beach, watching the Ohio State Buckeyes, and spending time with his wife and son!

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Ben Randall, AIF

Wealth Management Analyst

Ben Randall, AIF

Wealth Management Advisor

Ben@tcpasset.com

Ben joined the TCP Asset Management team in February 2022.

Ben is a graduate of the Ohio State University with a Bachelor’s degree in Finance. At Ohio State he played lacrosse and currently plays professionally. He plays in the Premier Lacrosse League for the Waterdogs, where games are played on weekends during the summer.

He began his career in the financial services industry with Equitable and Morgan Stanley. He has his Series 7 and 66 securities licenses. He has also earned an Accredited Investment Fiduciary (AIF) designation. At TCP, Ben will assist the team with asset management, trading, investment allocations, and investment research.

Ben resides in Columbus Ohio with his girlfriend and their dog, a Newfoundland named Moose. He enjoys watching the Ohio State Buckeyes and spending time with friends and family!

Kris Silva

Executive Director

Kris Silva

Executive Director

602-494-0400
ksilva@tcpasset.com

Kris joined the TCP Asset Management team in April 2019.

She started her career in the financial services industry back in 1986, at Northern Life Insurance in Seattle, Washington. In 1997, her family relocated to Phoenix, AZ, where she worked as the Executive Assistant at Gold & Associates. She has her Series 6, 26 and 63, as well as her Arizona state insurance licenses.

Kris provides administrative assistance to our advisors as well as developing strong relationships with the clients she supports.

Kris enjoys spending time with her family and friends, traveling, and camping up in the mountains.

Cyndi Thomas

Executive Director

Cyndi Thomas

Executive Director

614-761-9378

cyndi@tcpasset.com

Cyndi joined TCP Asset Management in February 2021. Prior to joining TCP, Cyndi worked for 25 years as an administrative assistant at Jones Day where she assisted firm lawyers and clients, as well as serving on civic committees and providing additional office support.

Cyndi currently assists TCP’s Partners with administrative tasks including office support and event planning. She also provides high level, team-oriented support to TCP’s valued clients.

Cyndi resides in Galena, Ohio with her husband. She has 5 sons, 7 grandsons and 2 granddaughters. She loves music, the beach, spending time with her grandchildren and the Ohio State Buckeyes!

Jennifer Miranda

Executive Director

Jennifer Miranda

Executive Director

rancho mirage, Ca

jenn@tcpasset.com

Jennifer joined TCP Asset Management in May 2022.

Jenn has been a registered assistant in the financial services industry since 2006 and is the office administrator for the Rancho Mirage location.

She enjoys building relationships with clients and seeing them achieve their goals throughout all stages of life. She holds her series 11 & 63 securities licenses.

She is a long-time resident of the Coachella Valley in Southern California. Outside of work she enjoys hiking, reading, and going to the beach with her family.

Niki Hayman

Executive Director

Niki Hayman

Executive Director

niki@tcpasset.com

Ohio: 937-345-0556

California: 626-261-7011

Niki has been Jessica Simmons’s right-hand woman since 2019, responsible for ensuring our clients have a five-star experience. Her warm personality puts people at ease and makes them feel like part of the family. She is also responsible for many of the behind-the-scenes duties that make the office function efficiently.

A native of Bellefontaine, Ohio and current resident of Lakeview, Niki often helps with community events and is an active member of her church. She likes crafting and is the artist who creates the chalkboard signs at the office! She also stays busy being a mom to her two children who keep her very active.

Dakota Van Horn

Operations Specialist

Dakota Van Horn

Operations Specialist

614-761-9378

dakota@tcpasset.com

Dakota joined TCP Asset Management in June 2016. Prior to joining TCP, Dakota was a manager for the Ohio State Men’s Basketball team from 2008-2012.

Dakota holds his Series 6 and 63 licenses. He assists the 4 partners and is critical in providing administrative support for them. Dakota’s focus is to provide best-in-class service to both advisors and clients he has the privilege to work with.

Dakota resides in Delaware, OH with his wife, son and dog. Dakota is an active member of Chili’s on Wheels, a national nonprofit that provides meal shares, food demos, clothing drives and mentorship to help make plant-based food accessible to communities in need. He also volunteers with Sunrise Animal Sanctuary and Faith Klinik’s weekly food pantry.

Rachel Potsko

Client Service Advocate

Rachel Potsko

SERVICE QUALITY MANAGER

614-761-9378
rpotsko@rileybig.com

Rachel joined the TCP Asset Management team in the spring of 2015. Rachel provides critical administrative support to our advisor team. She has spearheaded many special projects during her tenure including coordinating plan advisory service schedules and plan termination initiatives. Additionally, Rachel is responsible for helping make sure that our plan sponsors and participants receive the world-class service that our firm strives to provide. She holds her Ohio Life, Accident and Health Insurance License.

Rachel attended Capital University and graduated with her Bachelor’s in Education. Rachel then furthered her education and received her Master’s Degree in Portland, Oregon from Western Seminary. Rachel worked for 10 years in children services and vocational rehabilitation for persons with disabilities. Most recently, she worked for 4 years in senior care services in a director role where she helped families transition their aging parents into an assisted living care facility. She provided senior care and dementia training for the care team and family members. She is very excited to be working in the financial services industry, where she can be a part of helping clients achieve their financial goals.

Lisa Sommers

Client Service Advocate

Lisa Sommers

Client Service Advocate

614-761-9378
lisa@tcpasset.com

Alex Hawkins

Client Service Advocate

Alex Hawkins

Client Service Advocate

602-494-0400
ahawkins@tcpasset.com

Alex joined the TCP Asset Management team in April 2019.

Alex takes pride in providing administrative support to the advisors and maintaining the high level of service TCP offers their clients, to help them reach their retirement, financial, and life goals.

Alex resides in Chandler, Arizona with her husband and their dog. When she is not in the office, she is usually camping in the mountains, fishing, and spending quality time with her friends and family.

Meet Your Financial Advocates

Independence Means You Are Always the Focus

This is the firm we always envisioned and ultimately had to create ourselves: an independent firm where honest and objective financial guidance is the rule, not the exception.

The TCP Asset Management Team

Joshua Allen, CFP®

Partner, Director of Wealth Management

josh@tcpasset.com

Branda Allen

Partner, CCO, Director of Wealth Management

branda@tcpasset.com

Philip Bervig

Partner, Director of Wealth Management

PBervig@TCPasset.com

Phillip Susi

Partner, Director of Wealth Management

Scott Thomas, CFA

Chief Investment Officer

Columbus, OH

scott@tcpasset.com

John Riley, CEBS, CMFC, AIF

GROUP BENEFITS Lead CONSULTANT

614-761-9378jriley@rileybig.com

Jessica Simmons, CFP, CDFA, APMA

Wealth Advisor

. Jessica@tcpasset.coM

Ohio: 937-345-0556

California: 626-261-7011

Derek Kesig

Wealth Advisor

614-726-1626 dk@tcpasset.com

Robert M. Mitchell, Jr. MA, CRPC, CMFC

WEALTH ADVISOR

615-823-3002 rob@tcpasset.com

Mark Pfister

Advanced Planning Consultant

(614) 802-3200mpfister@pfisterfinancialservices.com

Mary Slane

WEALTH ADVISOR

614-789-9730 mary@slanefinancial.com

Krista Kramer, CRPC, CRPS

WEALTH ADVISOR

(260) 833-7154

(260) 833-7156

krista@tcpasset.com

OFFICE ADDRESS:

7702 Bluffton Rd., Suite 201

Fort Wayne, IN 46809

Klint Krieger

Wealth Advisor

klint@tcpasset.com

David B. Meske MBA, CRPC, CRPS

WEALTH ADVISOR

614-761-9378 dmeske@tcpasset.com

Diron Tappin, AIF

Wealth Advisor

(480)-824-8444

diron@tcpasset.com

Alyse Mullins

Associate Wealth Advisor

614-761-9378

Alyse@tcpasset.com

Mark Bergey

Director of Advisory Services

mbergey@tcpasset.com

Ben Randall, AIF

Wealth Management Advisor

Ben@tcpasset.com

Kris Silva

Executive Director

602-494-0400 ksilva@tcpasset.com

Cyndi Thomas

Executive Director

614-761-9378

cyndi@tcpasset.com

Jennifer Miranda

Executive Director

rancho mirage, Ca

jenn@tcpasset.com

Niki Hayman

Executive Director

614-761-9378
jriley@rileybig.com

614-726-1626
dk@tcpasset.com

615-823-3002
rob@tcpasset.com

(614) 802-3200
mpfister@pfisterfinancialservices.com

614-789-9730
mary@slanefinancial.com

614-761-9378
dmeske@tcpasset.com

602-494-0400
ksilva@tcpasset.com

614-761-9378
lisa@tcpasset.com

602-494-0400
ahawkins@tcpasset.com