The Financial Guys Team
TFG Financial Team
Partner/Founder/Owner**
Partner/Founder/Owner**
Senior Wealth Manager**
Wealth Manager**
Certified Financial Planner®**
Wealth Manager*
Wealth Manager**
Senior Wealth Manager & Certified Social Security Claiming Strategist™**
401K Sales*
Financial Advisor*
401K Sales, CPFA®
Financial Advisor, Chartered Retirement Planning Counselor™, Certified Social Security Claiming Strategist™*
Wealth Manager*
Senior Wealth Manager & Certified Social Security Claiming Strategist™**
Wealth Manager*
Certified Financial Planner™, Certified College Advisor™*
Wealth Manager & Life Insurance*
Certified Financial Planner™, Certified Estate Planner™**
Wealth Manager*
Assistants, Accounting & Supporting Staff
Office Manager & Registered Assistant**
Registered Assistant**
Administrative Assistant
Accountant
Marketing Assistant
Assistant
Receptionist
Assistant
Marketing Team
Chief Marketing Officer
Production & Media Manager
Media & Events Director
Social Media & Communications Manager
Podcast Producer
TFG Insurance Agency Team
Director of TFGIA
Benefits Representative
Administrative Assistant
Account Manager
VP of Employee Benefits
Administrative Assistant
Benefits Representative
Benefits Representative
Executive Assistant
Client Relations
Home & Auto Insurance Team
Managing Partner
Manager of Operations & Business Developement
Sales Representative
Customer Service Administrator
Customer Service Representative
Sales Representative
Registered Investment Advising Team
Chief Operations Officer**
Portfolio Manager**
Chief Marketing Officer
Head of Advisory Services & Business Development**
RIA Operations
Certified Financial Planner™, Certified Estate Planner™**
Chartered Financial Analyst™
RIA Operations