Upper Arlington, OH Office

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.

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.

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.

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.

Gage Allen is a financial advisor at TCP Asset Management, LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining TCP Asset Management, he gained work experience across various sectors including retail and education. TCP Asset Management is a multi-office team firm managing over $1 billion in client assets, serving individuals, high-net-worth clients, and institutional plans. The firm provides portfolio management, financial planning, pension consulting, and estate-planning referrals through digital platforms, using multiple sub-advisers and model providers to tailor solutions to client goals.

Benjamin Randall is a financial advisor with TCP Asset Management, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Morgan Stanley, JPMorgan Chase, and Equitable Advisors. Outside of finance, Randall is a professional lacrosse player in the Premier Lacrosse League. TCP Asset Management is a multi-office firm managing over $1 billion in client assets with a 25-advisor team. The firm provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional plans, utilizing a range of sub-advisers and model portfolios tailored to clients’ goals and risk tolerances.

David Meske is a financial advisor with TCP Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with TCP Asset Management since 2017 and is involved with Our Lady of Peace Athletic Board as treasurer and board member. TCP Asset Management serves individuals, high-net-worth clients, and institutional plans by 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 portfolios to clients' objectives and using multiple sub-advisers and model providers across its 25-advisor, 11-office team.

Phillip Susi is a financial advisor with TCP Asset Management, LLC, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at several firms including Riley Benefits and Investment Group and East Harbour Capital, and he has operated an independent insurance agency since 2005. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and institutional plans, offering portfolio management, financial planning, pension consulting, and estate-planning referrals via a digital platform. The firm manages accounts on a discretionary basis, tailoring portfolios to client goals and risk tolerances, and oversees more than $1 billion in assets with a 25-advisor team across multiple offices.

Derek Kesig is a financial advisor at TCP Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. He serves as a zoning board member for Delaware Township in Ohio. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, focusing on portfolio management, financial planning, and pension consulting. The firm manages accounts primarily on a discretionary basis, using multiple sub-advisers and model providers while maintaining a multi-office presence with over $1 billion in assets under management.

John Riley is a financial advisor with TCP Asset Management, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has held multiple roles since 2015, including positions with Riley Benefits & Investment Group, LLC, and Trendency Capital Partners. 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. The firm manages over $1 billion in client assets across 11 offices with a 25-advisor team, offering discretionary account management and employing multiple sub-advisers and model providers.

Scott Thomas is a financial advisor with TCP Asset Management, LLC, holding the CFA® designation and Series 65 and 66 licenses. He has 11 years of industry experience, including a 24-year tenure at JPMorgan Chase. Outside of finance, Thomas works as a rideshare driver and serves on the board of the Columbus Recreation and Parks Foundation. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with advisory services including portfolio management, financial planning, and pension consulting. The firm manages over $1 billion in assets across 25 advisors and 11 offices, using multiple sub-advisers and model providers to tailor strategies to clients’ goals and risk tolerances.