TSG
THE MECHANICS - DEEP DIVES

The work behind the pitch.

Every claim in the narrative maps to a live analysis. Open any card to see the numbers, the model, and the office-level detail.

Seven bespoke tools · one office directory — jump below
$0B
AUM under management
0
Southwest offices
+$0.0B
Five-year AUM delta with the CGO seat
≈$0K/yr
Fully-loaded cost of the seat

Organizational Strategic Hierarchy

TSG Wealth Management

Long Beach, CA · 24 offices · sourced from tsgwm.com

24

Offices

7

Sr. Leaders

1

Proposed

Warren Schulten

Founder

Warren Schulten

Brian Borst

Chief Executive Officer

Brian Borst

Senior Leadership
Mark Schulten, CFP®

Managing Partner

Mark Schulten, CFP®

Allen Schreiber, MBA

Partner

Allen Schreiber, MBA

Beth Kirkland

Director of Branches

Beth Kirkland

Alexandria Koualczuk

Director of Business Operations

Alexandria Koualczuk

Proposed
Markell Byrd

Chief Growth Officer

Markell Byrd

Jana Bailey

Director of Employee Advancement

Jana Bailey

Investment Strategy
Joshua Turley, CFP®, CFA®

Managing Director

Joshua Turley, CFP®, CFA®

Rob Nagle, MBA

Vice President

Rob Nagle, MBA

Nick Bero

Director of Trading

Nick Bero

Gavin Moeller

Investment Analyst

Gavin Moeller

Brandon Wise

Investment Analyst

Brandon Wise

Strategic Support
Timothy R. Hannigan

Senior Administrative Manager

Timothy R. Hannigan

Paul Chavez

Operations Manager

Paul Chavez

Christine Nguyen

Onboarding Specialist

Christine Nguyen

Cyn Verona

Onboarding Specialist

Cyn Verona

Caitlyn Jimenez

Operations Support Specialist

Caitlyn Jimenez

Financial Advisors · Office Network
24 locations

Pacific

16

Mountain West

6

Southwest

2
Branch Detail
Long Beach
Full profile →

Long 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
Role Impact Simulator™ · Live

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.

Incremental AUM (3-yr)
$0.54B
$20B AUM base
Organic growth uplift
+55 bps
Today: ~80 bps (8% of growth)
Advisor retention uplift
+7.3 pts
Losing 1 senior advisor ≈ 4× annual comp
Client NPS uplift
+13 pts
94% of high-trust clients refer
At-risk book capture
29%
Today: no firm-wide protocol
Pillar I · Organic Growth & Brand
Marketing Engine
15
TodayFull CGO activation
Pillar I · Organic Growth & Brand
Brand Cohesion
20%
TodayFull CGO activation
Pillar II · Digital Transformation
Digital Adoption
40%
TodayFull CGO activation
Pillar III · Succession & Continuity
Succession Capture Rate
35%
TodayFull CGO activation
Pillar IV · Talent & Advisor Development
Culture & Advisor Well-Being
30
TodayFull CGO activation
Pillar V · Enterprise / FiNet
Not a slider.

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.

Open the full Simulator™ · per-lever contribution table
Bespoke Insights & Tools (IP)

Seven proprietary lenses on TSG — built for this pitch.

Each one is a working analysis, not a summary slide — built to be opened, not just skimmed.

Signals of Clarity™

Five advisor archetypes. One recruitment engine.

Every TSG advisor scored, every office mapped, and an attract / support / grow / transition playbook wired to each dominant archetype.

View the full analysis
Peer Benchmarking

Where TSG sits versus Steward, Sanctuary, Merritt Point.

Capability matrix, C-suite hiring timeline, and the executive gap at $20B+.

View the full analysis
Current State

The full current-state review.

Where TSG stands today across AUM, offices, digital surface, and brand cohesion — the baseline every claim in the pitch is measured against.

View the full analysis
Branch Map™

Live dashboards for every office.

Signals of Clarity applied at the office level — advisor roster, archetype mix, and playbook for each of the 24 locations.

View the full analysis
Marketing Overhaul

One brand voice, eight front doors.

The publishing calendar, editorial system, and local-search plan that consolidates eight sub-brands under a single TSG voice.

View the full analysis
The Chronicle

TSG's own inflection points.

The timeline of TSG's growth arc — every acquisition, every scale threshold, every moment the seat should have been named.

View the full analysis
Branch Map™ · Full directory

All 21 offices, one click away.

Each location opens its own dashboard — advisor roster, archetype mix, and playbook.

Antelope Valley office
Antelope Valley
Antelope Valley, CA · ~$0.8B
Beverly Hills office
Beverly Hills
Beverly Hills, CA · ~$2.2B
Bellevue office
Bellevue
Bellevue, CA · ~$0.8B
Breckenridge office
Breckenridge
Breckenridge, CA · ~$0.8B
Denver office
Denver
Denver, CO · ~$1.4B
Fresno office
Fresno
Fresno, CA · ~$0.8B
Incline Village office
Incline Village
Incline Village, CA · ~$0.8B
Irvine office
Irvine
Irvine, CA · ~$0.8B
La Jolla office
La Jolla
La Jolla, CA · ~$3.4B
Las Vegas office
Las Vegas
Las Vegas, NV · ~$1.9B
Long Beach office
Long Beach
Long Beach, CA · ~$2.0B
Pasadena office
Pasadena
Pasadena, CA · ~$0.8B
Reno office
Reno
Reno, CA · ~$0.8B
Roseville office
Roseville
Roseville, CA · ~$0.8B
San Luis Obispo office
San Luis Obispo
San Luis Obispo, CA · ~$1.2B
Santa Fe office
Santa Fe
Santa Fe, CA · ~$0.8B
Scottsdale office
Scottsdale
Scottsdale, AZ · ~$2.6B
Visalia office
Visalia
Visalia, CA · ~$0.8B
Walnut Creek office
Walnut Creek
Walnut Creek, CA · ~$0.8B
Westlake Village office
Westlake Village
Westlake Village, CA · ~$0.8B
Zephyr Cove office
Zephyr Cove
Zephyr Cove, NV · ~$1.7B
Branch Map™ · ThumbnailsClick any office to explore

The data makes the case.
The operator closes it.

Meet Markell Byrd