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.
The TCP Asset Management Team

Joshua Allen
CFP®
Partner - Chief Executive Officer

Branda Allen
Partner - Chief Operations Officer

Philip Bervig
Partner – Chief Investment Officer

Phillip Susi
Partner – Executive Vice President

Becki Goebel
Chief Compliance Officer

Ashley Varner
Vice President Wealth Management

Jennifer Miranda
Executive Director - Palm Springs - Compliance Analyst

Kris Silva
Executive Director - Phoenix

Cyndi Thomas
Executive Director - Columbus

Mark Bergey
Director of Advisory Services

Tracie Taylor
Director of Client Experience

Scott Thomas
CFA, CPA, CPFA
Portfolio Manager

Jessica Simmons
CFP, CDFA, APMA
Wealth Advisor

Derek Kesig
Wealth Advisor

John Riley
CEBS, CMFC, AIF
Group Benefits Lead Consultant

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

Mark Pfister
Advanced Insurance Planning Associate

Diron Tappin
AIF
Wealth Advisor

Krista Kramer
Wealth Advisor

David B. Meske
MBA, CRPC, CRPS
Wealth Advisor

Klint Krieger
Wealth Advisor

Mary Slane
Wealth Advisor

Ben Randall
AIF
Wealth Management Analyst

Marisa Erny
Client Experience Coordinator

Dakota Van Horn
Operations Specialist

John Rutter
Associate Wealth Advisor

Julie Call
Compliance Specialist

Alyse Breidenbach
Associate Wealth Advisor

Rachel Potsko
Service Quality Manager

Niki Hayman
Director of Operations – Bellefontaine

Alex Hawkins
Client Service Advocate

Lisa Sommers
Client Service Advocate