Advisors at this firm
Dakota V
Series 63, Series 65
Upper Arlington, OH
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 is also affiliated with United Planners' Financial Services of America. TCP Asset Management advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm provides discretionary portfolio management, financial planning, and estate-planning referrals, applying both fundamental and technical analysis with a long-term trading orientation.
Joshua A
CFP®, Series 66
Upper Arlington, OH
TCP Asset Management, LLC
Joshua Allen is a CFP® with 19 years of experience in the financial services industry. He is currently a partner and CEO at TCP Asset Management, LLC, where he has worked since 2017. His prior experience includes roles at Riley Benefits & Investment Group and East Harbour Capital. Outside of his advisory work, Allen owns Wanderlust Adventures & Events, LLC, a business involved in real estate sales and property management. TCP Asset Management, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm provides discretionary portfolio management and financial planning services, utilizing both fundamental and technical analysis with a long-term trading approach.
Ashley V
Series 63, Series 65
Greensburg, PA
TCP Asset Management, LLC
Ashley Varner is a financial advisor at TCP Asset Management, LLC with over 30 years of industry experience. She has held roles at United Planners, H. Beck, Inc., and operated Varner Financial Group, Inc. She is also involved in non-variable insurance activities in Greensburg, PA. TCP Asset Management, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, providing discretionary portfolio management and financial planning with a long-term investment approach. The firm manages approximately $822 million in assets across 18 advisors and does not impose an account minimum.
Klinton K
Series 66
Cheyenne, WY
TCP Asset Management, LLC
Klinton Krieger is a Series 66 credentialed financial advisor with nine years of industry experience. He is currently with TCP Asset Management, LLC in Cheyenne, Wyoming, where he has worked since 2020. Prior to that, he was employed at Wells Fargo Clearing Services and has operated as a self-employed advisor. Krieger is also licensed as a non-variable insurance agent. TCP Asset Management, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, using both fundamental and technical analysis with a long-term trading approach.
Brad H
CFP®, Series 63, Series 65
Upper Arlington, OH
TCP Asset Management, LLC
Brad Hennebert is a CFP® professional with two years of experience in financial advising, currently with TCP Asset Management, LLC. He has prior experience at Russell & Company - Kestra Investment Services and owns a tax preparation and accounting firm, Premier Tax CPAs, which he has been a partner in since 2003. TCP Asset Management advises individual clients, including high-net-worth individuals, and pension and profit-sharing plans, providing discretionary portfolio management and financial planning services. The firm employs both fundamental and technical analysis with a long-term trading orientation and manages approximately $822 million in assets across 18 advisors.
Mary S
Series 63
Upper Arlington, OH
TCP Asset Management, LLC
Mary Slane is a financial advisor with TCP Asset Management, LLC in Dublin, OH, holding a Series 63 license and over 26 years of industry experience. She has been affiliated with TCP Asset Management since 2016 and has prior experience at United Planners Financial Services of America and several other firms. Slane also operates Slane Financial Group, a marketing entity for her wealth management services. TCP Asset Management advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and estate-planning referrals, utilizing both fundamental and technical analysis with a long-term trading approach.
John R
Series 63, Series 65
Greensburg, PA
TCP Asset Management, LLC
John Rutter is an associate wealth advisor at TCP Asset Management, LLC in Greensburg, PA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Varner Financial Group Inc. and United Planners Financial Services. TCP Asset Management advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and estate-planning referrals. The firm employs both fundamental and technical analysis with a long-term trading approach and manages approximately $822 million in assets across 18 advisors.
Diron T
Series 65, Series 66
Phoenix, AZ
TCP Asset Management, LLC
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 and has worked at firms including Foreside Fund Services and O'Shares ETFs. 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. TCP Asset Management, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, providing discretionary portfolio management and financial planning with a focus on long-term trading and a combination of fundamental and technical analysis.
Alyse B
Series 63
Upper Arlington, OH
TCP Asset Management, LLC
Alyse Breidenbach is a financial advisor at TCP Asset Management, LLC in Columbus, Ohio, with 11 years of industry experience. She holds a Series 63 designation and has worked with Riley Benefits & Investment Group since 2018. Outside of advisory work, she has been involved with businesses including 614 Fitness and Door Dash. TCP Asset Management, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and estate-planning referrals, using both fundamental and technical analysis with a long-term trading approach.
Branda A
Series 63, Series 66
Upper Arlington, OH
TCP Asset Management, LLC
Branda Allen is a financial advisor at TCP Asset Management, LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including United Planners Financial Services of America and Trendency Capital Management, LLC. Outside of advising, she owns Wanderlust Adventures & Events LLC, a business focused on event management. TCP Asset Management serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm provides discretionary portfolio management, financial planning, and estate-planning referrals, applying both fundamental and technical analysis within a long-term trading framework.
Teresa R
Series 63, Series 65
Amarillo, TX
TCP Asset Management, LLC
Teresa Roop is a financial advisor with TCP Asset Management, LLC in Amarillo, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work includes roles at Dale Buckner, Inc. and United Planners Financial Services. TCP Asset Management serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a long-term trading approach using both fundamental and technical analysis and manages approximately $822 million in assets across 18 advisors.
Krista K
Series 63, Series 65
Fort Wayne, IN
TCP Asset Management, LLC
Krista Kramer is a financial advisor at TCP Asset Management, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Advisors Corporation and United Planners. Since 2025, she has also worked as a financial coach. TCP Asset Management advises individual and institutional clients, including high-net-worth individuals and pension plans, offering discretionary portfolio management and financial planning with a long-term investment approach.
Jessica S
CFP®, Series 66
Upper Arlington, OH
TCP Asset Management, LLC
Jessica Simmons is a CFP® with 14 years of industry experience, currently serving as a wealth advisor at TCP Asset Management, LLC. She has held prior roles at Ameriprise Financial Services and Aurora Wealth Advisors. Simmons also provides consulting services as a Certified Divorce Financial Analyst through BlackBird Divorce Solutions. TCP Asset Management, LLC advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management and financial planning, utilizing both fundamental and technical analysis with a long-term trading approach.
Rebecca G
Series 63, Series 65
Las Vegas, NV
TCP Asset Management, LLC
Rebecca Goebel is a financial advisor at TCP Asset Management, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of her advisory role, she is a co-owner of a vacation rental cabin in Lake City, Colorado. TCP Asset Management, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs both fundamental and technical analysis with a long-term trading approach and manages approximately $822 million in assets across 18 advisors.
Benjamin R
Series 66
Upper Arlington, OH
TCP Asset Management, LLC
Benjamin Randall is a financial advisor at TCP Asset Management, LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Chase, Morgan Stanley, and Equitable Advisors. Outside of his advisory role, Randall has been a professional player in the Premier Lacrosse League since 2018. TCP Asset Management advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management and financial planning services, employing both fundamental and technical analysis with a long-term trading focus.