Broker Check

Meet The Team

Rick Tsoumas, CFP®



What Rick loves most about his life’s work is helping people prepare for and realize great things for themselves and for those who matter most to them. At the same time, Rick strives to develop deep relationships with his clients...

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Jerrie Davis

Administrative Assistant


When you work with Jerrie Davis, you can’t help but smile. Not only is she a delightful person to converse with, but she encompasses tremendous experience so you know that everything you need done, will be done, and usually well...

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Tyler Ewen, CFP®, CIMA®, MBA

Director of Financial Planning & Investments


While Tyler is heavily involved in portfolio construction, asset allocation, investment research, and trading; he also understands that building wealth demands more than honing traditional financial planning skills. At TPG, that means...

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Jared McNee

Financial Planner


Life isn’t a one-size-fits-all journey. That’s why no two clients should have to plan for what lies ahead in the same way. Tailoring financial plans to help make the diverse goals and dreams a reality for clients and their...

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