The dual recognition, awarded in February 2026, is based on a rigorous evaluation of industry experience, client retention, compliance records, and assets under management. Earning the #1 ranking in Nevada once is notable. Achieving it two years in a row signals consistency, leadership, and sustained excellence. The Petrie Group is led by Managing Director Lisa Petrie, CFP®, along with Vice Presidents Serina Foster and Claire Bowie, CFP® and supported by Senior Registered Client Associate, Belinda Dawson.

“This recognition is deeply meaningful because it reflects long-term relationships and the trust our clients place in us,” Petrie said. “To be ranked #1 again is an honor — and a responsibility we take seriously every day.”

Under Petrie’s leadership, The Petrie Group has built a reputation for disciplined, highly personalized wealth planning designed to align investments with life goals. Serving high-net-worth individuals, families, and business owners, the team integrates portfolio strategy, retirement income design, tax awareness, and legacy considerations into cohesive, forward-looking plans.

Her back-to-back #1 ranking underscores not only performance metrics but also her ability to guide clients through complex financial decisions with clarity and confidence.

“Lisa’s consistency at the top of the rankings speaks volumes,” said Mark Schulten, Managing Partner of TSG Wealth Management. “Being named #1 in Nevada for the second straight year reflects her leadership, discipline, and the extraordinary care she brings to every client relationship.”

The national recognition further reinforces her impact beyond the state level. Ranking #85 among America’s Top Women Wealth Advisors places Petrie in elite company across the country — a testament to the scale and sophistication of her practice.

“Lisa represents the very best of what we strive for at TSG,” added Allen Schreiber, Partner. “Her strategic thinking, paired with a deeply personal approach to wealth planning, continues to elevate both her clients and our broader practice.”

At the core of Petrie’s success is a philosophy rooted in partnership. Clients are not simply recipients of financial strategies — they are collaborators in a process designed to create clarity, confidence, and long-term stability.

“True wealth planning is about more than numbers,” Lisa noted. “It’s about understanding what matters most to clients and building strategies that support their lives today and for generations to come.”

For Brian Borst, CEO of TSG Wealth Management, Petrie’s repeat #1 ranking reflects the enduring values that define the practice. “Sustained excellence is far more difficult than a single achievement,” Brian said. “Lisa’s second consecutive year as Nevada’s top woman wealth advisor demonstrates not just success, but leadership and staying power.”

As The Petrie Group continues to grow, this latest recognition reinforces its commitment to delivering sophisticated, relationship-driven wealth planning — and sets the tone for continued impact in Nevada and across the nation.

Discover how Lisa and The Petrie Group delivers disciplined, personalized wealth planning designed to help clients build clarity, confidence, and lasting financial impact — explore their approach to aligning strategic insight with what matters most. Visit The Petrie Group page to learn more.

2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24 (Source: Forbes.com). See full disclosure. 

2026 Forbes Top Women Wealth Advisors: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). See full disclosure.

High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.

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Guided by Managing Directors Gregg Shallan, CFP®, ChFC®, CEPA®, MBA, Sylvia Geffen, and Jamie Meronoff, CFP®, AAMS®, La Jolla Wealth Partners continues to stand out for its innovative, client-centric approach. Drawing on extensive collective expertise, the team excels in guiding affluent individuals, families, and entrepreneurs through sophisticated wealth preservation, growth opportunities, and legacy planning.

“We are grateful for this recognition from Forbes, which reflects our ongoing commitment to delivering strong wealth management outcomes,” said Gregg. “We work to understand each client’s financial situation and build plans that adapt to their goals and circumstances.”

The team offers integrated services, including portfolio management, retirement income planning, estate considerations, and risk management, tailored to each client’s needs.

“We believe our clients place profound trust in us to help safeguard and grow their legacies,” said Sylvia. “We build long-term relationships and develop solutions that address both current and future needs.”

Supported by TSG’s resources and network, La Jolla Wealth Partners combines boutique-level personalization with institutional capabilities.

“This latest Forbes recognition for La Jolla Wealth Partners reflects the commitment and collaborative spirit that powers TSG and our partners,” said Mark Schulten, Managing Partner. “With experienced leadership and a focus on client service, they represent the standards we maintain across the practice.”

The team is dedicated to empowering clients toward financial security and generational success, La Jolla Wealth Partners delivers clarity in complex times.

“We exist to illuminate the path forward, guiding our clients with the insight and confidence to pursue their objectives with confidence,” added Jamie. “Being honored once again highlights the dedication our entire team brings to our work.”

In Southern California’s more affluent markets, where steady demand and favorable economic conditions continue to support long-term planning, the team’s collaborative approach helps clients make the most of these opportunities.

“This recognition highlights how our shared commitment to thorough preparation and open communication sets us apart,” said Stephen. “We succeed by working closely together to deliver consistent, reliable guidance for every client.”

TSG Wealth Management maintains its reputation as a leader in the industry, with numerous teams consistently featured on Forbes lists. La Jolla Wealth Partners’ continued success highlights the practice’s dedication to innovation, integrity, and client-first principles.

To learn more about La Jolla Wealth Partners, click here to visit their team page.

If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). See Full Disclosure.

High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.

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Joshua Turley, CFP®, CFA®, Managing Director at TSG Wealth Management and a Co-Founder of TSG’s Sports & Entertainment Team, brings over 20 years of experience helping high-profile clients navigate these personal and financial minefields. As a CERTIFIED FINANCIAL PLANNER® and Chartered Financial Analyst®, Josh has advised athletes and entertainers on everything from contract structuring to legacy planning, always emphasizing the importance of clear boundaries to preserve both wealth and well-being.

Can you share a bit about your background and why boundaries are a critical point for you in working with sports clients?

I’ve been in wealth management for more than two decades, starting my career at a boutique practice focused on high-net-worth individuals before joining TSG Wealth Management in 2020. As a Co-Founder of our Sports & Entertainment Team, I’ve had the privilege of working with professional athletes across the major leagues, from NFL rookies to NBA veterans, as well as entertainers in film and music. I hold my CFP® and CFA® certifications because I believe in blending rigorous financial analysis with empathetic planning—it’s what allows us to address not just the numbers, but the human side of success.

Why are boundaries so important? In sports, success often happens fast, and with it comes the spotlight. Suddenly, you’re not just an athlete; you’re a family anchor, a community hero, and in some cases, an ATM for everyone around you. I’ve seen too many athletes wake up to depleted accounts because they couldn’t say “no” to a cousin’s “surefire” business idea or a friend’s luxury vacation pitch. Protecting boundaries isn’t about being cold — it’s about sustainability in the long term. It’s why our team follows the “4 A’s”: Appreciate the client’s unique profile, Advise on tailored strategies, Assemble the right resources, and Achieve lasting goals. Boundaries are the foundation of that last one.

Why is setting boundaries especially challenging for athletes and entertainers compared to other high-net-worth clients?

Traditional high-net-worth clients, like corporate execs, often build wealth gradually with support systems already in place. In sports and entertainment, it’s a pressure cooker: short career spans, irregular income from endorsements and bonuses, and an entourage that swells overnight. That “jock tax” complexity we deal with — filing in multiple states — or the “jock block” where family pressures block rational decisions? It amplifies everything. Add public scrutiny, and saying “no” feels like risking relationships that got you through the minors or the audition grind.

Emotionally, athletes are wired for yes—team players who thrive on collaboration. But without boundaries, that generosity becomes a liability. Our role is to normalize this “financial whirlwind,” as we call it, by scripting those tough conversations early.

Tell us about TSG Sports & Entertainment team’s approach to helping clients with entourage dynamics.

Our team — led by TSG Partner, Allen Schreiber, Brock Wilson, President of TSG Sports & Entertainment and myself — is built for this niche. We’re not generalists; we’ve lived the cycles of draft-day highs and injury lows. We start with “Financial Normalization”: mapping out revenue streams, from NIL deals for college stars to deferred comp for vets, and identifying entourage “red flags” like unsolicited investment pitches.

We emphasize integrated planning: coordinating with legal counsel on family trusts or prenups that enshrine boundaries, while our TSG tax experts handle the backend. It’s about empowering the client as the CEO of their financial life, with us as the CFO, helping them set and enforce the guardrails.

What are some common emotional pitfalls when dealing with requests from friends and family, and how can athletes reframe them?

Guilt is the big one — athletes often come from modest backgrounds where sharing was survival. A “no” feels like betrayal. Or fear of isolation: “If I say no, will they abandon me?” Reframing starts with empathy: Acknowledge the ask (“I get why this excites you”) then pivot to shared vision (“But let’s align it with our family legacy goals”).

Tactically, we teach the “pause protocol”: Never decide in the moment. Sleep on it, consult your inner circle (us, your agent, your therapist, etc.), and respond with alternatives — for example, you may try matching a family investment up to 5%, or gifting experiences over cash. Emotionally, it’s boundary-building exercise, but ultimately it’s about becoming the leader, not the lender.

On the financial side, how do you help clients preserve their wealth from entourage overreach?

We layer in structural safeguards. First, cash flow budgeting: We help our clients allocate “generosity buckets” based on their goals — for example, it may be that 10% of annual income is set aside for family support — beyond which requests trigger a formal review. This prevents impulse wire transfers that could trigger certain problems like IRS gift taxes.

Legally, we collaborate with attorneys on revocable trusts or LLCs for family ventures, helping to ensure our client retains control. For investments, we help vet pitches rigorously allowing us to help our clients give a response backed by data. Lastly, we push for education: Hosting family seminars to help demystify finances, so asks come from understanding, not desperation. It’s proactive risk management — and what makes it hard is that to preserve our clients wealth it usually means saying no to 90% of ideas upfront.

If I’m a team lawyer advising a player on entourage boundaries, what key questions should I help them ask potential advisors like your team?

Great question—vetting advisors is boundary-setting in itself. I’d suggest these five:

1. How do you specifically address entourage influences in your planning process? Look for structured tools like our audits, not vague promises.
2. Can you share anonymized examples of helping clients navigate family financial requests? Real stories beat hypotheticals.
3. What’s your protocol for coordinating with legal and mental health pros? We thrive on multidisciplinary teams to cover emotional and tactical angles.
4. How do you ensure transparency in fees and decisions during high-pressure “yes” moments? No hidden agendas.
5. What’s your long-term continuity plan? Careers evolve; your advisor should too, without dropping the ball on boundaries.

How does TSG’s structure support these boundary-focused strategies?

TSG’s independence gives us depth: in-house specialists for most, if not all, of your financial needs, means no outsourcing silos that blur boundaries. Our Sports & Entertainment Team has a client-first approach. We appreciate the “unpredictability factor” that comes with this industry, situations like volatile endorsements, injury clauses and contract disputes, demand flexible yet firm strategies.

What practical steps can a player or executive take right now to start enforcing boundaries with their circle?

Start small and scripted:

• Map your network: List top influencers (family, friends, agents) and rate their asks on a 1-10 “boundary risk” scale.
• Set a “no” default: For unsolicited money requests, respond with, “Appreciate you thinking of me — I’ll review this with my team next week.”
• Build your inner circle: Limit financial input to 3-5 trusted pros (us, your lawyer, a fiduciary therapist). Then share your “family financial policy” document outlining giving limits.
• Track and celebrate: Use an app for logging decisions; reward yourself for preserving your well-being.
• Seek neutral space: Schedule quarterly check-ins with us to debrief entourage drama—it’s cathartic and clarifying.

How do you build trust with clients around these sensitive “no” conversations?

Trust comes from vulnerability first. In our initial meetings, I share my own “no” stories—not as a guru, but as someone who’s learned the hard way. We co-create boundaries, so it’s their voice, not ours. Communication is key: We use secure portals for real-time updates, but also casual check-ins like post-game texts: “Heard about the win—how’s the family buzzing?”
Ultimately, we’re not enforcers; we’re allies. When a client nails a tough conversation, we celebrate it as a win together. That reciprocity builds trust and loyalty.

If you could give one piece of advice to a sports executive helping a player draw these lines, what would it be?

Prioritize the emotional toolkit over the financial one first. While the money is important for your future, more money can be made; ruined relationships often can’t be brought back. Teach your players that saying “no” isn’t rejection—it’s an investment in the yeses that matter, like funding a sibling’s education through a structured plan instead of a blank check. A life with proper boundaries is a more peaceful and fuller one.

Final thoughts—why should someone in sports turn to TSG’s Sports & Entertainment Team for guidance?

At TSG we’ve walked this path with clients from pre-college to NIL and from draft day to Hall of Fame inductions. We’re not learning on your roster—we bring proven strategies to help with the chaos of entourages, taxes, and transitions. We don’t just manage wealth; we help safeguard the life behind it. Helping to ensure that your “no” today builds a legacy tomorrow. Whether you’re a rising star or a seasoned pro, our team delivers the tactical smarts and emotional support to say no with confidence—and say yes to what truly counts.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. TSG Wealth Management is a separate entity from WFAFN

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Now headquartered in Reno, the practice’s top ranking reflects its growing influence across the West. The Best-in-State methodology evaluates advisory teams using a rigorous blend of qualitative insight and quantitative metrics, including industry experience, assets under management, compliance history, and professional standards.

For decades, the Legacy Team has operated on a simple but powerful belief: effective wealth management extends far beyond portfolio performance. As Founder, Warren Schulten succinctly puts it, “Clients first, always.” It is grounded in long-term relationships, disciplined strategy, and a deep understanding of each client’s evolving priorities.

“Being recognized as the #1 team in Nevada is both humbling and energizing,” said Mark Schulten, Managing Partner. “This distinction reflects not just what we do, but how we do it — with integrity, thoughtful strategy, and unwavering commitment to our clients’ long-term goals.”

That philosophy is carried through a collaborative service model designed to address complex and multigenerational needs. By integrating investment strategy, estate considerations, and lifestyle planning into a unified wealth planning framework, the team helps clients navigate change with clarity and confidence.

“Our success starts with listening,” explained Allen Schreiber, Partner. “Understanding what matters most to each client allows us to build strategies that evolve alongside their lives — which is especially important in a rapidly shifting economic environment.”

Depth of experience across the team increases stability. Advisors bring decades of perspective to market cycles, policy changes, and personal transitions, enabling proactive guidance rather than reactive decision-making.

“The landscape of wealth management is always changing,” noted John Szymura, Senior Vice President. “Clients rely on us for insight, but just as importantly for clarity and steadiness during uncertain moments.”

Equally central to the practice’s identity is a culture rooted in trust and personal connection. Relationships are treated not as transactions, but as long-term partnerships shaped by transparency and care.

“At TSG, we don’t just build plans — we cultivate trust,” said Lori Zorn, First Vice President. “Clients come to us with hopes, questions, and concerns, and it’s our responsibility to support them with confidence, compassion, and expertise.”

Collaboration across disciplines ensures that each strategy reflects the full picture of a client’s life, not just a single financial objective.

“Our strength comes from working together and challenging each other’s thinking,” added Merlin Micken, Senior Vice President. “Every client situation is unique, and our goal is to deliver solutions that truly reflect that individuality.”

Looking To The Future

Under the leadership of Mark, Allen and Brian Borst, Chief Executive Officer, TSG continues to expand its capabilities while preserving a boutique, relationship-driven experience.

“Excellence in wealth management is measured by stewardship and lasting relationships,” Borst said. “Being named the top Best-in-State team in Nevada affirms our purpose and the trust clients place in us every day.”

Looking ahead, the practice remains focused on thoughtful growth, continued investment in talent and technology, and an unwavering commitment to personalized wealth planning. By deepening client relationships and expanding the resources available to families and individuals, the team is positioning itself to meet the evolving demands of an increasingly complex financial landscape.

This latest recognition further establishes TSG’s role as a cornerstone of the advisory community. With a clear vision for the years ahead and a foundation built on trust, collaboration, and disciplined guidance, the future of the practice is defined not only by recognition, but by the lasting impact it strives to create for every client it serves.

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). See full disclosure. 

High net worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.

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The Westlake Village location, led by Nick Sondgeroth along with Vice President Daniel Khoury and Senior Client Associate Desiree Ramirez, brings TSG’s independent, client-first wealth management practice deeper into the Conejo Valley and creates greater accessibility for families and businesses across Ventura and Los Angeles counties.

“We are thrilled to welcome Nick and his outstanding team,” said Allen Schreiber, Partner at TSG Wealth Management. “This Westlake Village office is a direct result of their arrival and perfectly positions us to serve this vibrant, growing community with the collaborative depth our clients expect.”

TSG Wealth Management is an independent wealth management practice with offices throughout California and nationwide. Founded on the principle of always putting clients first, TSG delivers comprehensive investment, retirement, estate investment planning, and business planning services through a disciplined, team-driven approach that draws on over 1,000 years of combined advisor experience.

“Adding Nick’s team is exactly the kind of values-aligned growth we seek,” said Brian Borst, CEO of TSG Wealth Management. “It strengthens our footprint in Southern California and allows us to bring sophisticated, relationship-driven guidance to even more clients in the region.”

With more than a decade of experience, Nick leads his team with a focus on building lifelong relationships and guiding clients through every life stage. The Channel View Wealth Advisors employ active investment strategies tailored to individual risk profiles and leverages the eMoney® Planning Process to keep clients confidently on track. Nick’s recognition in Forbes Best-In-State Wealth Advisors (2024–2025), Forbes Top Next-Gen Wealth Advisors Best in State (2022–2025), Pacific Coast Business Times’ 40 Under 40 (2024), and AdvisorHub’s 100 Solo Advisors to Watch (2025) underscores his commitment to excellence.

“Southern California remains a cornerstone of our practice, and this new Westlake Village location is a natural next step,” said Mark Schulten, Managing Partner. “Nick and his team embody everything TSG stands for, and we’re excited to support them as they extend our planning-first philosophy to the Conejo Valley.”

Clients working with the new Westlake Village office now have direct, in-person access to the full breadth of TSG’s national resources—over 1,000 years of combined advisor experience (we stopped counting at 1,000), institutional-caliber investment strategies, and a true ensemble practice model—while enjoying the personal attention of a local, tightly knit team they already know and trust.

“Joining TSG has been the perfect partnership at the perfect time,” said Nick. “The resources, genuine collaboration, and unwavering client-first culture give our team an extraordinary platform to serve our community with the high-touch, forward-thinking guidance our clients deserve.”

The new office features a modern, welcoming design created specifically for meaningful client conversations and seamless teamwork among advisors. We invite you to join Nick and his team at the new Westlake Village office to see for yourself.

Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management services.

If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (Member SIPC). TSG Wealth Management is a separate entity from Wells Fargo Advisors Financial Network.

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2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and is based solely on the disclosed criteria.

2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com) 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

The 2024 40 Under 40 was bestowed by the Pacific Business TImes as a result of community efforts, unrelated to the business of the firm.

2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 – 12/31/24 (Source: AdvisorHub). The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Solo Advisors to Watch ranking is a subcategory of the AdvisorHub 2025 Advisors to Watch rating and does not denote an additional rating. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.

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Brock Wilson, President of the Sports & Entertainment Team at TSG Wealth Management, has spent his career helping athletes build the structures and habits that turn short earning windows into lifelong prosperity. He shares insight on the practical steps athletes should take to secure their financial futures.

Can you share your background and why you focus on athletes and entertainers?

I’ve been in wealth management for over two decades, and during that time I’ve seen the incredible opportunities—and challenges—that professional athletes face. Many of them achieve a level of financial success at a young age that most people don’t see in a lifetime. But with that comes pressure, complexity, and the responsibility of managing wealth for not just themselves, but potentially their families and future generations.

At TSG Wealth Management, I lead our Sports & Entertainment team, and our mission is to give these clients the tools, education, and support they need to build lasting legacies. Helping an athlete create a strategy that allows them to live well today and still be secure for decades to come — that’s the work I’m passionate about.

What’s the biggest mistake you see young athletes make with their money?

The number one issue is not planning early enough. When you sign your first contract, it feels like the money will never stop coming. But careers can be short, unpredictable, or even end overnight due to injury. If you don’t set the foundation right away, you may not get another chance.

We teach our clients to think of their career earnings as the seed of a business. If you treat a $20 million contract like $20 million in spending money, it will disappear. If you treat it as the foundation of a financial enterprise, it can support you—and your family—for the rest of your life.

So what does that foundation look like in practical terms?

First, it’s about creating structure. We start with basics like mandatory tax withholdings, automatic savings, and a budget that ensures lifestyle choices are sustainable. Then we focus on long-term investment vehicles—things like diversified portfolios, retirement accounts, real estate and in some cases, private investments that fit the client’s goals.

Another big piece is insurance and risk management. Athletes have unique risks—career-ending injuries, short contract durations, or endorsement deals that can disappear quickly. Providing income streams and creating safety nets is critical.

Finally, we work to build an estate plan strategy from the beginning. Even if you’re 18 years old, you need to think about preserving wealth, avoiding unnecessary taxes, and setting up a framework for your future family.

How important is education in the process?

Education is everything. Without it, even the best wealth plan won’t stick. From day one, we make education a priority. That means timely calls to review strategies, answer questions, and keep clients engaged with their own financial picture.

We also run webinar series and workshops specifically designed for athletes and their families, covering everything from basic budgeting to advanced investment concepts. The goal is to demystify finance and make sure clients understand why certain strategies are in place—not just what they are.

And we don’t wait until the first paycheck to start. If a young athlete or their family comes to us before the money even arrives, that’s the best time to begin. Starting early allows us to build financial literacy before big decisions need to be made. When athletes truly understand how their money works, they’re much more likely to stick to the plan and avoid costly mistakes.

How important is it for an athlete to have a team of advisors rather than just one person?

It’s absolutely essential. No single advisor can do it all. You need a coordinated team that includes a wealth manager, CPA, attorney, insurance specialist, and sometimes even business managers who understand brand deals and endorsements.

What makes TSG unique is that we serve as the quarterback. We bring all of those professionals together under one cohesive strategy so the athlete isn’t stuck trying to manage a dozen moving parts. That coordination is what prevents mistakes and makes sure opportunities aren’t missed.

NIL money has changed the game, with athletes earning earlier than ever. What’s your advice for a 19-year-old signing their first endorsement?

Start with education. We spend a lot of time teaching young athletes—and their families—about how money works. A $500,000 check is not $500,000 of spending money. Taxes, savings, and long-term goals all come first.

We often host family education sessions because the support system around the athlete needs to be aligned. When everyone understands the plan and the purpose, it’s much easier for the athlete to stick to it. The earlier those habits are formed, the more powerful compounding and disciplined investing become.

What should athletes be looking for when choosing a wealth manager?

Three things: experience, transparency, and fit. Experience matters because athletes face unique challenges that not every advisor understands. Transparency is key—you should know exactly how your advisor is compensated and what their strategy is. And fit is about trust and communication. If you don’t feel comfortable picking up the phone to call your advisor at any time, it’s not the right fit.

At TSG, we see ourselves as part of the athlete’s inner circle. We don’t just manage investments; we manage risk, educate, and help clients build a sustainable future.

If you could leave young athletes with one message about financial success, what would it be?

Don’t think in seasons—think in decades. Your playing career is temporary, but your life is long. The choices you make with your first contract can set you up for life or set you up for stress.
With the help of the right strategy, discipline, and support team, it’s possible to turn peak career earnings into lifelong security and even multigenerational wealth. That’s what we aim to do every day at TSG, and it’s what I love most about this work—helping athletes win not just in the game, but long after it’s over.

Final thoughts—why should someone in sports trust TSG’s Sports & Entertainment team?

Athletes only get one shot at turning peak earning years into lifelong financial stability. That’s why partnering with the right wealth management team matters. At TSG Wealth Management, Brock Wilson and the Sports & Entertainment Team help provide the structure, education, and long-term strategy athletes need to thrive long after the spotlight fades.

For more information, visit the Sports & Entertainment page or explore the full TSG Wealth Management site at TSGWM.com.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. TSG Wealth Management is a separate entity from WFAFN.

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TSG is proud to celebrate two exceptional team members whose dedication, heart, and leadership continue to elevate our practice: Kayla Ravize and Madison Norris, our two most recent Employees of the Quarter. Both Kayla and Madison exemplify these qualities in everything they do, from serving clients to giving back to causes close to their hearts.

Kayla Ravize: Service with Heart

As a Senior Client Associate based in TSG’s Long Beach office, Kayla Ravize brings both precision and compassion to her work supporting clients in the day-to-day management of their accounts. Since joining TSG in 2017, she has become known for her reliability, professionalism, and ability to make every client feel valued and confident in their financial journey.

With a background in communications and journalism, Kayla blends her organizational skill and attention to detail with a genuine desire to help people. She also serves as a Notary Public, offering clients an added layer of convenience and support—another example of her commitment to service at every level.

Kayla’s compassion extends far beyond the workplace. For her Employee of the Quarter donation, she selected March of Dimes, a nonprofit that supports mothers and babies through research, education, and advocacy. The cause holds deep personal meaning for her.

“My niece Kinsley was born on 1/28/2018 at 26 weeks gestation, weighing only 1 lb 4 oz. She spent 79 days in critical care at CHOC’s Small Baby Unit,” recalled Kayla. “Some people never get to meet their heroes, but mine is a sassy, spunky 8-year-old who calls me Auntie Kaka. All of the small babies deserve the same care that Kinsley received, and I am so proud to be her auntie.”

Her story reminds us that behind every charitable choice lies a personal connection—and that giving back is most powerful when it comes from the heart.

Madison Norris: Growth, Gratitude, and Giving Back

This quarter, TSG is honored to recognize Madison “Maddy” Norris, Client Associate, for her outstanding contributions and positive energy. Based in the TSG’s Antelope Valley office, Madison has quickly made her mark as an up-and-coming professional with a passion for learning and helping others.

Madison joined TSG in 2023, drawn by the opportunity to be part of a dynamic, people-centered practice where she could combine her curiosity about wealth planning with her desire to serve clients. She approaches every day as a chance to grow, assist her advisors, and strengthen the client experience through teamwork and attention to detail.

Reflecting on the recognition, she shared, “Being named Employee of the Quarter truly means a lot. It’s both humbling and rewarding to be recognized by a team I have so much respect for. My growth here wouldn’t be possible without TSG’s commitment to a positive, collaborative culture that encourages us to support one another and celebrate shared success. This recognition reminds me that the effort we put in together makes a real difference, and I’m just grateful to be a part of the team.”

Madison directed her donation to the Children’s Center of the Antelope Valley, an organization dedicated to supporting children and families affected by abuse, neglect, and trauma.

“Their mission deeply resonates with me, and I believe the work they do is extremely vital. I’ve had the opportunity to tour their facilities and see firsthand the incredible work they do to support children and families in our community facing hardships. The depth of care and range of resources they offer is so impressive, and it’s an honor to be able to support them in their mission.”

A Culture of Recognition and Impact

Both Kayla and Madison embody the values that drive TSG Wealth Management forward—dedication to clients, compassion for others, and a genuine desire to make a positive difference. Their achievements and charitable choices highlight the TSG’s belief that professional excellence and community impact go hand in hand.

Mark Schulten, Managing Partner, shared his appreciation for both honorees, “Kayla and Madison represent everything we value at TSG—commitment, teamwork, and heart. Their passion for helping clients and their compassion for the community are truly inspiring. They remind us that success isn’t just about performance—it’s about purpose and people.”

Their recognition is a reminder that TSG’s success is rooted not only in financial expertise, but in the character, compassion, and drive of the people behind it.

“Watching our team members like Kayla and Madison grow and lead with authenticity makes me proud to be part of this practice,” added Allen Schreiber, Partner. “Their drive and dedication lift everyone around them, and their impact extends far beyond the office. They’re shining examples of the TSG standard in action.”

Congratulations to Kayla Ravize and Madison Norris on this well-deserved recognition. Your leadership, empathy, and service set a powerful example for all of us at TSG Wealth Management.

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Photo: (L-R) Shannon Rosic, Reza Zamani, Allen Schreiber and Joseph Cooper discuss working with college athletes and NIL deals at RIA Edge Los Angeles. Photo by Alex Ortolani

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Allen shared how the transition allowed TSG to balance entrepreneurial freedom with the strength and stability of a major institution. By building out a nine-person leadership team and launching TSG Tax Management, the practice created a one-stop, family-office-style experience for clients. (a separate tax services company unaffiliated with FiNet) Schreiber emphasized that FiNet’s flexibility and resources have been instrumental in allowing TSG to focus on what matters most—developing client relationships and delivering comprehensive wealth solutions.

Read the full article on AdvisorHub ›

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After retiring as a Naval Pilot, Bill pursued a career in wealth planning in 2005, earning his CERTIFIED FINANCIAL PLANNER^® certification in 2008. Throughout his career, he has helped clients navigate complex financial decisions, develop long-term investment strategies, and build lasting wealth—all while empowering them to make informed choices and avoid common financial pitfalls.

“I am thrilled to join a practice that shares my commitment to client education and long-term financial success,” said Bill. “TSG’s culture of professionalism, collaboration, and family resonates deeply with me. I look forward to helping clients take control of their wealth and build lasting legacies.”

At TSG, Bill joins a practice known for its personalized approach to wealth management. From investment and retirement strategies to estate and business advisory, TSG tailors solutions to each client’s unique goals and circumstances. Their collaborative “by advisors, for advisors” philosophy helps ensure that clients benefit from the full depth of expertise across the practice.

Mark Schulten, CFP^®, Managing Partner at TSG Wealth Management, welcomed Bill, saying, “Bill’s extensive experience and dedication to client success will strengthen our ability to deliver tailored wealth solutions. His disciplined approach and background in service align perfectly with TSG’s mission of putting clients first.”

Bill shares TSG’s commitment to giving back through philanthropy, serving as founding Board Member and Board Chair of Support The Enlisted Project (STEP), which improves financial wellness for young military members and veterans. His work aligns with TSG Gives, highlighting how advisors can extend their impact beyond the office.

“We are excited to welcome Bill to our practice,” added Allen Schreiber, MBA, Partner. “His passion for helping clients make informed decisions and his dedication to community service perfectly reflect TSG’s values. Bill’s expertise and community focus will be invaluable in supporting clients and our broader mission to give back.”

A longtime San Diego resident, Bill has lived across the U.S. and abroad, giving him a broad perspective on diverse wealth planning needs. He holds Series 7, 24, and 66 registrations, a California Life License, and a Bachelor’s degree in Business Administration (BBA) from the University of San Diego.

Brian Borst, CEO of TSG Wealth Management, emphasized Bill’s unique impact: “At TSG, we strive to create a collaborative environment where advisors can thrive. Bill brings a unique perspective from both his military and wealth planning careers, and his dedication to continuous learning, client education, and community service makes him an excellent fit for our practice. We’re excited to see the difference he will make for our clients and the communities we serve.”

Please join us in welcoming William (Bill) Boggs to TSG Wealth Management. Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management services.

If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.

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