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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® Photo
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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, & 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 obtain the Certified Financial Planner™ , CRPC® and CRPS® designations. His securities licenses include the series 7,9,10 & 66 and State of Ohio insurance license. 

Josh is married to Branda, whom is also one of his business partners. They together have 3 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 Photo
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Branda Allen

Partner, Director of Wealth Management


Branda Allen

Partner, 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 3 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 Photo
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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 Photo
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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 wellbeing. 

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.

Julie Call Photo
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Julie Call

Chief Compliance Officer

Julie Call

Chief Compliance Officer

 julie@tcpasset.com

As CCO / OSJ Manager of TCP Asset Management, Julie works in concert with the Partners to develop and implement policies and procedures using multiple online resources.  With the everchanging Regulatory industry (SEC and Finra), it is important to maintain daily monitoring of the firm’s activities and the clients account activity for accuracy and suitability and best interest.  She is also a  resource for training and education to all the employees.

Julie has been in the Financial Securities Industry for 40 years.   She began her career in the backoffice operations and quickly moved to Operations Manager and along the way was Administrative Manager and Compliance Manager and Divisional OSJ Manager.

Her love of this business has kept her continually striving to maintain a high level service to all clients (internal and external).   This is her family.  

She was born in Connecticut and at the age of 18 joined the US Army and after a short enlistment came to Arizona and began her career in the financial industry with Rauscher Pierce Refsnes ( now Dain Rauscher), E F Hutton, Wells Fargo.

Her children are Sadie ( Shetland Sheepdog) and Nutmeg ( Tabby ).  She loves cooking, baking, gardening and ballroom dancing.

John Riley CEBS, CMFC, AIF Photo
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John Riley CEBS, CMFC, AIF

Group Benefits Consultant

John Riley CEBS, CMFC, AIF

GROUP BENEFITS CONSULTANT

614-761-9378
jriley@rileybig.com

John Riley is a Group Benefits Consultant & Wealth Manager, 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.

Mark Pfister Photo
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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.

Derek Kesig  Photo
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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 Photo
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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.

Susan Stack Photo
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Susan Stack

Wealth Advisor

Susan Stack

WEALTH ADVISOR

(502) 233-7876

sstack@tcpasset.com


Susan has over 15 years of experience in financial services. Most recently, she worked for Lincoln Financial Advisors as a Senior Retirement Plan Consultant for over 12 years. During her tenure at Lincoln, Susan provided financial and retirement plan education, risk management and comprehensive financial planning to her clients. She specialized in working with employees of large healthcare institutions and helping them balance their long-term goals with day-to-day choices. 

Susan values her relationships with her clients and understands the importance of getting to know them well. After working closely with a client to determine their goals and risk tolerance, she carefully analyzes all the working parts to deliver a simple, approachable and sustainable financial plan applying the principles of risk management. 

Susan received a Bachelor of Business Administration from the University of Kentucky with a major in Marketing. She holds the CRPC (Chartered Retirement Plan Counselor) and CRPS (Chartered Retirement Plan Specialist) designations from the College for Financial Planning.  Susan is licensed to provide financial advisory and insurance services to clients in Kentucky, Indiana, Ohio and Illinois. She has also been published as a guest contributor in Business First magazine. 

A Louisville native, Susan resides in her hometown with her husband Matt and three children.   

Mary Slane Photo
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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 Photo
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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 Photo
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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.

Keri Holton, CRPC CRPS Photo
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Keri Holton, CRPC CRPS

Wealth Advisor

Keri Holton, CRPC CRPS

WEALTH ADVISOR

614-761-9378

Keri@TCPasset.com


Keri Holton has been in the financial services industry working closely with clients for over 19 years. With an extensive background, her philosophy has become that financial planning should be a very personalized experience that is not confusing or overwhelming. She understands that all clients’ needs are different and are best met when she understands what is important to them.  She believes that education is instrumental in helping someone achieve meaningful financial success. Keri is passionate about the relationship she has with her clients and about seeing them succeed and accomplish their goals. Once a personal goal is identified, Keri has a process in place that delivers a concise, realistic and sustainable financial strategy focusing primarily on communication and risk management.


Keri holds a bachelor’s degree from Ohio University in Psychology. Upon completion of the education, examination and experience requirements,  Keri holds the CRPC (Chartered Retirement Plan Counselor) and CRPS (Chartered Retirement Plan Specialist) designations from the College of Financial Planning. She holds a Series 6 and 63 securities license and the State of Ohio and California Life, Health and Variable Annuity Insurance Licenses.


Keri resides in Granville, OH with her husband, Jimmy, two sons, Dane and Miles and their German Shepard, Tug.

Aaron Biederstedt, CRPC, CRPS Photo
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Aaron Biederstedt, CRPC, CRPS

Wealth Advisor

Aaron Biederstedt, CRPC, CRPS

WEALTH ADVISOR

614-761-9378

aaron@tcpasset.com


Since 2007, Aaron has been delivering integrity and value as a professional within the financial industry. Prior to his transition to the TCP Organization, Aaron spent a number of years as a Senior Retirement Consultant with a focus on corporate plans and identifying clients’ short-term needs and long-term goals. In 2010 and 2016, Aaron was recognized as a President’s Club Award Winner. In 2017, he was recognized as one of the Top 20 Retirement Consultants in the country. His business acumen, organizational skills and attention to customer detail, distinguishes Aaron.

From the first meeting with Aaron, he displays to his clients that he is extremely well-organized, with impeccable attention to detail that enables him to recognize planning opportunities that are specific to you. He believes that his success is only measured if he is absolutely dedicated to the financial well-being of those he serves. He has a belief that everyone’s economic life and situations are unique. Personalized service and custom planning are essential when matching clients with proper financial security solutions. The other key part of the process is that Aaron truly values that the relationship does not stop once you are placed in your custom financial plan….that is only the starting point! You will continue to work as a team to review your achievements against your stated goal!

Aaron received a Bachelor of Arts degree from The University of Findlay, where he also was a member of the baseball team. Upon completion of the education, examination and experience requirements, he is a Chartered Retirement Plan Counselor and Chartered Retirement Plan Specialist. Aaron currently holds a Series 6 and 63 securities license and respectively holds Life, Health, and Variable Annuity insurance license within the State of Ohio, Michigan, and California.

Aaron and his family currently reside in Whitehouse Ohio. He is happily married to his wife Kristina, and they share in the blessing of two children, Zain and Kyndall and also a furry companion named Chief. Aaron enjoys an active lifestyle while still playing Basketball, Baseball, and also Coaching. He is an avid sports fan and volunteers in his church and community regularly. 

David B. Meske MBA, CRPC, CRPS Photo
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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.

Alyse Mullins Photo
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Alyse Mullins

Wealth Advisor

Alyse Mullins

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. 

Kris Silva Photo
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Kris Silva

Executive Director

Kris Silva

Executive Director

602-494-0400
ksilva@tcpasset.com

Jedidiah Adarquah-Yiadom Photo
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Jedidiah Adarquah-Yiadom

Client Service Advocate

Jedidiah Adarquah-Yiadom

CLIENT SERVICE ADVOCATE

614-761-9378

jedidiah@TCPasset.com


Jedidiah joined TCP Asset Management in July 2016. Prior to joining TCP, Jedidiah served as Youth Program Leader for the Paul Schreurs Memorial Program in Ithaca New York where he provided academic support, mentoring and enrichment activities to underrepresented youth in the community.

Jedidiah received a Bachelor of Science degree from Cornell University in Interdisciplinary Studies with a concentration in Business Administration. He holds his series 7, series 66 and State of Ohio Insurance licenses. Jedidiah provides critical administrative support to our advisor team and is training to become an advisor in the near future.

Jedidiah resides in Columbus, OH and is an active member of Faith Klinik Ministries, where he serves as Assistant Director of the music ministry, Secretary of the men’s ministry and an integral part of the Media Department. He also plays the drums, bass guitar and keyboard weekly at Faith Klinik.

Dakota Van Horn Photo
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Dakota Van Horn

Client Service Advocate

Dakota Van Horn

CLIENT SERVICE ADVOCATE

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 is currently working to obtain his Series 7 license. 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 Worthington, OH with his wife and two dogs. 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 Photo
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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 Photo
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Lisa Sommers

Client Service Advocate

Lisa Sommers

Client Service Advocate

614-761-9378
lisa@tcpasset.com 

Alex Hawkins Photo
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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.