Broker Check

Meet The Team

Rick Tsoumas, CFP®

President

269-441-5007

rtsoumas@tpgbc.com

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

269-441-5006

jdavis@tpgbc.com

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

Financial Consultant

269-441-5010

tewen@tpgbc.com

Tyler Ewen is a Financial Consultant at The Planning Group. Tyler assists with the development, presentation and execution of our custom plans.

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Jared McNee

Financial Consultant

269-441-5004

jmcnee@tpgbc.com

Jared McNee is a Financial Consultant here at The Planning Group. Jared assists with the development, presentation and execution of our custom plans. 

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