TCP Asset Management, LLC

Dakota Van Horn is an associate wealth advisor at TCP Asset Management, LLC with four years of industry experience. He has worked at TCP Asset Management since 2017 and has also been associated with United Planners' Financial Services of America as a limited partner since 2020. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with advisory services including portfolio management, financial planning, and annuity management. The firm manages accounts on a discretionary basis, tailoring allocations to client objectives and utilizing multiple sub-advisers and model providers across its 25-advisor team.

Joshua Allen is a CFP® with 20 years of industry experience and has been with TCP Asset Management, LLC for nine years. His prior work includes roles at Riley Benefits & Investment Group and East Harbour Capital. He is also the owner of Wanderlust Adventures & Events, LLC, a business involved in real estate sales and property management. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, and estate-planning referrals through a digital platform. The firm manages accounts on a discretionary basis, tailoring strategies to client goals and using multiple sub-advisers and platform-specific model portfolios.

Ashley Varner is a financial advisor at TCP Asset Management, LLC with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at United Planners, H. Beck, Inc., and Varner Financial Group, Inc. Varner also maintains an insurance agency focusing on non-variable insurance products. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm employs a fixed-income SMA strategy and delivers tailored model portfolios on a discretionary basis using multiple sub-advisers and platforms.

Klinton Krieger is a financial advisor at TCP Asset Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at TCP Asset Management since 2020. Prior to that, he was with Wells Fargo Clearing Services and Wells Fargo Advisors. Krieger is also licensed as a non-variable insurance agent. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages accounts primarily on a discretionary basis, tailoring strategies to client goals and utilizing multiple sub-advisers and platforms.

Brad Hennebert is a CFP® professional with two years of experience and is currently a wealth advisor at TCP Asset Management, LLC. His prior roles include positions at Russell & Company - Kestra Investment Services and ownership of real estate-related businesses. He is also a partner at Premier Tax CPAs, a tax preparation and accounting firm. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, financial planning, and estate-planning referrals through a digital platform. The firm manages accounts on a discretionary basis, tailoring allocations to client goals and utilizing multiple sub-advisers and model providers.

Mary Slane is a financial advisor at TCP Asset Management, LLC with 26 years of industry experience. She holds the Series 63 designation and has worked at firms including United Planners Financial Services of America and Trendency Capital Partners. She has also operated Slane Financial Group since 2003. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, financial planning, and estate-planning referrals through a digital platform. The firm manages assets on a discretionary basis, using multiple sub-advisers and model providers, and maintains an 11-office footprint with a 25-advisor team.

John Rutter is an associate wealth advisor at TCP Asset Management, LLC with three years of industry experience. He has previously worked at Varner Financial Group Inc. and United Planners Financial Services. His background also includes roles outside of finance, such as positions at Ohio University and Medina City Schools. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, and pension consulting through a digital platform. The firm manages over $1 billion in client assets across 11 offices with a 25-advisor team and offers tailored investment strategies including a fixed-income SMA approach.

Diron Tappin is a financial advisor at TCP Asset Management, LLC with 23 years of industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, Tappin is involved in youth sports management as president of the Arizona Youth Football League and is a partner in Golden Clouds LLC, a youth sports enterprise. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, financial planning, pension consulting, and estate-planning referrals via a digital platform. The firm manages accounts on a discretionary basis, using model portfolios from multiple sub-advisers and operates across 11 offices with over $1 billion in assets under management.

Morgan Somers is a Series 66-licensed financial advisor at TCP Asset Management, LLC with one year of industry experience. Prior to joining TCP, Morgan worked in various roles outside the financial sector including positions at Oakland Nursery and Kayne Law Group. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, financial planning, pension consulting, and estate-planning referrals delivered through a digital platform. The firm manages over $1 billion in assets across 11 offices with a 25-advisor team, utilizing multiple sub-advisers and model providers to tailor discretionary portfolio solutions.

Alyse Breidenbach is a financial advisor with TCP Asset Management, LLC, holding a Series 63 designation and 12 years of industry experience. She has worked at multiple firms including United Planners Financial Services of America and Forester Financial Services. Outside of her advisory role, she has been involved with businesses such as 614 Fitness and Door Dash. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages over $1 billion in assets across 11 offices with a 25-advisor team and employs multiple sub-advisers and model providers to tailor investment strategies to client goals.

Branda Allen is a financial advisor with TCP Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has been with TCP Asset Management since 2017 and also owns Wanderlust Adventures & Events LLC. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages over $1 billion in client assets with a 25-advisor team across 11 offices, delivering tailored investment strategies and utilizing multiple sub-advisers and model providers.

Teresa Roop is a financial advisor at TCP Asset Management, LLC in Amarillo, TX, with six years of industry experience. She holds the Series 63 and Series 65 credentials. Her previous work includes roles at Dale Buckner, Inc., United Planners Financial Services, and AIG. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages accounts on a discretionary basis and offers a fixed-income SMA strategy, utilizing multiple sub-advisers and model providers across an 11-office footprint with a 25-advisor team.

Krista Kramer is a financial advisor at TCP Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 12 years. In addition to her advisory role, she works as a financial coach. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages over $1 billion in assets across 11 offices with a 25-advisor team, offering tailored investment strategies and model portfolios.

Jessica Simmons is a CFP® and Series 66 license holder with 14 years of industry experience. She is currently a wealth advisor at TCP Asset Management, LLC and also serves as a certified divorce financial analyst with BlackBird Divorce Solutions. Simmons previously worked at Ameriprise Financial Services, Inc. for 12 years. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages accounts on a discretionary basis with tailored allocations and operates a multi-office team managing over $1 billion in client assets.

Rebecca Goebel is a financial advisor with TCP Asset Management, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2000 to 2024. Outside of her advisory role, she is co-owner of a vacation rental cabin generating rental income. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm manages accounts on a discretionary basis using tailored allocations and multiple sub-advisers, supporting a 25-advisor team across 11 offices with over $1 billion in client assets.