Joshua Allen, Philip Bervig, & Phillip Susi – Growing Your Money Your Way
Atlanta

 
 
00:00 / 00:43:05
 
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Joshua Allen / Partner & Director at TCP Asset Management

As a Founding Partner and Director of TCP Asset Management, Josh is charged with leading a team of wealth advisors in practice management, business development, & innovative planning solutions. These solutions have provided our clients with the resources and flexibility needed to deliver a personalized financial planning experience that is fluid and dynamic. Josh and his team have developed and refined a process that is comprehensive in nature and ties together: investment management, risk management, retirement income planning, estate planning, business and family legacy planning, and philanthropy. This exclusive process allows them to put together all the pieces of the financial puzzle for their clients as their lives unfold and be engaged when their needs evolve.

Josh received a Bachelor of Science degree from The Ohio State University in Family Resource Management. He also received a certificate in Financial Planning from Boston University. Upon completion of the education, examination and experience requirements, Josh obtain the Certified Financial Planner™ , CRPC® and CRPS® designations. His securities licenses include the series 7,9,10 & 66 and State of Ohio insurance license.

Josh is married to Branda, whom is also one of his business partners. They together have 3 children, two dogs and two cats. As a family they love the outdoors, whether it is on the beach or in the mountains, they are always up for an adventure.

 


 

Philip Bervig / Partner & Director at TCP Asset Management

Phil is a Partner and Personal Wealth Manager at TCP Asset Management.

He began his career as a financial advisor in 2006 and now works primarily with a select group of successful professionals, business owners, and retirees.

He is a graduate of Grand Canyon University and also holds the series 7, 63, & 65 licenses.

As part of a full-service independent investment management and financial planning firm, Phil provides the resources and flexibility needed to deliver a personalized financial planning experience that is fluid and dynamic.

Phil and his team have developed and refined a planning process that is comprehensive in nature and ties together all of the following: investments, retirement income planning, risk management, estate planning, business and family legacy planning, and philanthropy.  Understanding how these pieces of the financial puzzle fit together helps clients reduce stress and stay organized through all seasons of life.

Phil was born and raised in Colorado which fostered his love for hiking, camping, and exploring nature.  When away from the office, he enjoys spending quality time outdoors with his wife and children.


Phillip Susi / Partner & Director at TCP Asset Management

Phil is a founding partner and has developed a firm that cultivates leaders and collaboration among optimistic and empowered experts.

Phil’s strength lies in a holistic approach to strategic planning. With more than 14 years’ experience, his work expresses an integrated process where client engagement, risk mitigation, investment strategy, and philanthropy provide a larger framework for flexible, comprehensive planning. He believes in unifying the art of design with the science of high performance as a driving creative force to inspire and improve individual and organizational wellbeing.

Reinforcing the firm’s belief that every client contributes to the larger community; Phil’s clients are from various professions and backgrounds. His versatility and perspective have been integral to the delivery of many of TCP’s most celebrated client relationships.

Phil’s leadership was central to the design and implementation of the strategic planning process with one of Columbus’ largest employers.  His commitment to understanding each client has helped promote and foster deep relationships among clients across the country.

Throughout his career, Phil has been passionate in making a difference in the community.  Phil has a profound interest in the development of tomorrow’s leaders through the works of Otterbein University’s Advisory Council.  In addition, Phil supports initiatives at The James – The Ohio State University Comprehensive Care Center and Otterbein University.

 

Ted Jenkin / Oxygen Financial
(Host)

Lee Heisman / Savant CTS
(Co-Host)

Joshua Allen / TCP Asset Management
(Guest)

Philip Bervig / TCP Asset Management
(Guest)

Phillip Susi / TCP Asset Management
(Guest)