Love Where You Work

Our Mission

To help people create the financial well-being and confidence they need to live their best life.

We love where we work, and you can, too.

35+

Team Members

$1.4 Billion

Assets Under Management

*As of 1/1/22

1500+

Households Served

Our Vision

We will be the easiest firm on planet earth to work with.

TRPG Vision

Hear From Our Team

Daniel Buescher

Daniel Buescher

Operations Associate

I have all of the support and guidance I need to advance further in my journey not just in a career but in life.

Matt Striegel

Matt Striegel

Director of Finance and Accounting

TRPG has a great welcoming environment with new ideas coming from everyone – not just upper management.

Mike Russell, CFP®

Mike Russell, CFP®

Investment Manager

I enjoy working at TRPG because everyone is valued, which encourages us to create the best experience for our clients.

Heather Markovich

Heather Markovich

Senior Client Relationship Manager

TRPG has the most amazing employees that genuinely care about each other, like a big extended family.

Our Values

Curiosity

Curiosity

Curiosity

Make Your Own Luck

Curiosity

Keep It Simple

Curiosity

Make An Impact

Curiosity

Unvarnished Truth

Curiosity

Integrity

More From Our Team

John Vu, CFP®, CRPC®

John Vu, CFP®, CRPC®

Senior Wealth Manager

I’ve worked for many companies over my career and I can honestly say that TRPG has the best team and company culture of any of them. If you don’t believe me, then give me a call at 314-669-5255.

Kristy Ashworth

Kristy Ashworth

Wealth Manager

Joining TRPG has truly changed my life. We’ve harnessed both the excitement of a start-up and family feel of a small business. My client relationships and the support of co-workers make TRPG my forever home.

Reed Hersma

Reed Hersma

Operations Specialist

Being at TRPG is an incredible blessing. Working here has made me feel more satisfied in both my work and personal life. I love what I do, and I am thankful to work for a company that allows me to spend time with my family!

Brianna Walters

Brianna Walters

Tax Coordinator

I love TRPG for the true work-life balance. A lot of companies boast about it but fail to follow through. TRPG follows through and allows for a balance that is not only sustainable but encourages mental health and wellness.

Our Benefits

Health Care

Healthcare

We care about the health of you and your family in and out of the office. We offer a full range of health and wellness benefits.

Paid Time Off

Paid Time Off

We do not have a maximum number of PTO days you can take BUT…you are required to take a minimum of 7 PTO days per year.

Snacks and Catered Lunches

Food...lots of food

We LOVE food… and snacks. Catered lunches, personalized snack options, and our endless supply of drinks keep everyone energized and on top of their game.

Flexible Work Arrangements

Flexible Work Arrangements

Got to pick the kids up from school early? Dog shredded your throw pillows so you’re running late? Need a quiet day at home to knock out a big project? Life can get messy, so we offer flexible schedules and remote work options.

401k and match

401(k) Retirement Savings Plan & Match

What kind of financial advisory firm would we be if we didn’t offer a Retirement Savings Plan? Probably one that should change their name. It’s a good thing we offer that and more.

Mentorship Program

Mentorship Program

Do you like to learn? So do we! We think everyone deserves the opportunity to reach personal and professional development goals. One way we provide those opportunities is through our mentoring program.

Incentives

Incentives

As much as we love to have fun, we also work really hard for our clients and for each other. We believe in rewarding that hard work with a variety of incentives, such as our Stock Appreciation Rights Program (SARP).

Personalized Wealth Management Plan

Financial Planning & Tax Prep and Filing Services

We offer the same services to our employees that we offer to our clients at no cost. That’s right! FREE financial planning and  FREE tax preparation and filing.

Flexible Work Arrangements

Employee Engagement (Happy Hour)

While other companies claim that their employees are a team and yada yada, we actually do like each other. So much so that we have regular happy hours on and offsite. Cheers!

Oh! We also close at 3:30 pm on Fridays ✌️