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Team

At TCP Asset Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.


Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

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...

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Alyse Mullins

Wealth Advisor

614.761.9378

614.441.9945

Alyse joined the TCP Asset Management team in January of 2018. Prior to joining TCP, 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...

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Branda Allen

Director Wealth Management

As 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. Branda’s core value is to provide her clients...

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Dakota Van Horn

Client Service Advocate

614-761-9378

614-441-9945

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 currently assists...

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David joined TCP Asset Management in January of 2015. Prior to joining TCP, David spent the last seven years as the Director – Retirement Plan Services for the Midwest while managing over thirty Retirement Consultants and...

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

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John Riley CEBS, CMFC, AIF

Group Benefits Consultant

John Riley is a Group Benefit Consultant and joined our firm in 2015. John has over 20 years of experience in the group benefits and retirement plan advisory services industries. John is the lead consultant for TCP’s Group...

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Joshua Allen, CFP®

Director Wealth Management

Josh joined our firm from Oppenheimer & Company, where he was the Branch Director and tasked with opening the Columbus Ohio location. Since 2005, Josh has specialized in servicing corporate retirement plans, providing employee...

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Keri joined TCP Asset Management in June 2018 and has 17 years of industry experience. She most recently worked for Lincoln Financial Advisors as a Senior Retirement Consultant for 15 years. At Lincoln her focus was large scale...

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Krista Kramer

Wealth Advisor

(260) 833-7154

(260) 833-7156

Krista Kramer CRPC, CRPS 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...

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Mary Slane

Wealth Advisor

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, Dream. Plan. Achieve....

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Phil H. Bervig

Director Portfolio Management

623.335.1024

614.441.9945

Phil developed his expertise in portfolio management and financial planning through his tenure with a leading, national financial services firm and a boutique Registered Investment Advisor in Scottsdale, AZ. Phil dedicates the majority...

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Phillip Susi

Director Wealth Management

Phil Susi is Director of Wealth Management and joined our firm from Oppenheimer & Company where he was the Senior Director-Investments for the Columbus location. Since 2005, Phil has specialized in retirement income planning, private...

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Rachel Potsko

Service Quality Manager

Rachel joined the Trendency team in the Spring of 2015 as a Client Service Associate. She is new to the financial industry, and previously worked 15 years in social services. Rachel has accepted the challenge of doing a complete career...

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Rob Joined TCP Asset Managment 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...

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Susan Stack

Wealth Advisor

(502) 233-7876

(502) 233-3397

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...

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