A data-driven approach
to the next chapter of TSG Growth.
Every advisor, branch, and KPI is mapped so leadership can see where TSG stands today and where the next phase of growth and expansion can come from. Open the Role Impact Simulator to toggle the five growth levers the CGO will own — marketing, brand, digital, succession, and culture — and see the impact on AUM, organic growth, retention, NPS, and book-transition capture.
Organizational Strategic Hierarchy
TSG Wealth Management
Long Beach, CA · 24 offices · sourced from tsgwm.com
24
Offices
7
Sr. Leaders
1
Proposed
Founder
Warren Schulten
Chief Executive Officer
Brian Borst
Managing Partner
Mark Schulten, CFP®
Partner
Allen Schreiber, MBA
Director of Branches
Beth Kirkland
Director of Business Operations
Alexandria Koualczuk
Click Activate CGO to see impact
Chief Growth Officer
Markell Byrd
Director of Employee Advancement
Jana Bailey
Managing Director
Joshua Turley, CFP®, CFA®
Vice President
Rob Nagle, MBA
Director of Trading
Nick Bero
Investment Analyst
Gavin Moeller
Investment Analyst
Brandon Wise
Senior Administrative Manager
Timothy R. Hannigan
Operations Manager
Paul Chavez
Onboarding Specialist
Christine Nguyen
Onboarding Specialist
Cyn Verona
Operations Support Specialist
Caitlyn Jimenez
Pacific
16Mountain West
6Southwest
2Long Beach, CA · Est. 2020
Largest advisor bench in the firm.
Deepest bench of any office — coordination and shared playbook are the growth lever.
Position · Diversified metro practice
AUM
~$2.0B
Advisors
8
Brand Risk
Moderate
Advisors on desk
- Warren Schulten· Founder
- Mark Thornburg· Managing Director
- Allen Schreiber, MBA· Partner
- Joe Addy· Managing Director
- Todd Buchner· Managing Director
- Mark Correa· Managing Director — also building TSG's Scottsdale, AZ presence
- Tim Healy· Managing Director
- Steve Masoner· Managing Director
All 21 offices, one click away.
Each office opens its own Branch Map™ dashboard — a live directory of the local advisor roster, production and AUM, branch-level notes, and the Signals of Clarity archetype mix, plus the tailored playbook used to attract, support, grow, and transition advisors in that market.
Model new-office scenarios and see the AUM and revenue impact of opening the next market.
See the seat's impact, live.
Five levers, mapped to the five pillars above. Move any slider to see the projected effect on AUM, organic growth, retention, and client NPS — TSG's own numbers, run against TSG's own base.
The FiNet pillar isn't lever-driven — its value shows up inside the other four levers over time, through earlier program access and direct roadmap input.
Ninety days. Twelve months. Three years.
The same firm, five years out — two very different pictures. The delta between filling the CGO seat and leaving it open compounds fast. Structured as a three-year guaranteed engagement — a floor long enough to build the programs, ship the results, and hand off a durable operating system.
Same firm, five years out — two very different pictures.
Drag the timeline from FY2026 to FY2030. Left: the linear extension of today's California-anchored footprint. Right: the compounding path a dedicated Chief Growth Officer unlocks — staged expansion into Texas, Florida, New York, and Boston on top of the existing $20B base.
Acquisition-led growth continues at today's ~7% pace, then decelerates as the brand, succession, and expansion gaps compound.
Four new metros come online on a staged cadence. Organic compounds on top of inorganic. Sub-brands consolidate to one voice.
Projections extend industry benchmarks (Cerulli, Kitces, InvestmentNews) onto TSG's own reported base. Replaced by live baselines in the first 90 days.
Model your own scenario