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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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, CFP®

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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Melissa Landry

Client Service Administrator