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