Craig Pickering is the Senior Partner of TPG Wealth Management. For over 32 years, through senior management duties, he has been servicing the needs of clients in both the institutional and retail marketplace. Craig formed what is now known as TPG Wealth Management in the 1990s, a multidiscipline team currently consisting of 9 individual members.

A graduate of Bowling Green State University; he is also an alumnus of The Wharton School of Business Securities Industry Association Program (SIA). Craig has served on a number of boards through his church as well as in his community.

Registered States:
AL, AZ, CA, CO, FL, GA, IL, KY, MN, NC, NJ, NY, OH, PA, SC, TX, WA

Paul Corbeil began his career in the financial services industry in 1989 and has been with UBS and its predecessor firms since 1993.  He is one of two Senior Portfolio Managers at TPG Wealth Management.  Paul was awarded the designation of Certified Portfolio Manager (CPM) in 2014, after completing the Academy of Certified Portfolio Managers' program at Columbia University, which is specifically designed for discretionary portfolio managers.  He is also a Chartered Mutual Fund Counselor (CMFC), a member of the UBS Portfolio Management Program (PMP) and continually seeks out new opportunities to expand upon his expertise.  Paul's responsibilities include overall portfolio construction, individual equity selection and relationship management.  He is a graduate of Ohio Wesleyan University, earning a Bachelor of Arts degree in Economics/Management.  Charitable endeavors are important to Paul and his family as they support a number of organizations, including those focused on veterans.

Registered States:
AK, AL, AZ, CA, CO, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MS, NC, NJ, NM, NY, OH, PA, SC, TX, VA, WA

Jim Yurak has been a member of TPG Wealth Management since 2000.  His primary role with the team is to oversee the delivery of our wealth management process, aided by the two advanced certifications he has earned.  Jim earned the Certified Financial Planner (CFP) designation in 2004, which tests proficiency in all areas of personal finance, including financial planning, taxes, estate planning, and insurance.  Jim also earned the Certified Investment Management Analyst (CIMA) designation in 2007, a curriculum focused on the mathematics of portfolio construction in conjunction with the Wharton School of Business.  Jim graduated with Phi Beta Kappa honors from Colgate University.  He volunteers as Treasurer of Hudson Community First, a local nonprofit organization promoting programs that enrich and support the lives of children and adolescents in the Hudson community.

Registered States:
AL, AZ, CA, CO, FL, GA, IL, KS, MA, MD, MO, NC, NJ, NM, NY, OH, PA, SC, TX, WA

Greg Box has over 17 years of industry experience.  Prior to his career as a Financial Advisor, he was a former practicing CPA, as well as a former practicing estate planning attorney.  His experience in tax and estate planning is instrumental to TPG's holistic approach to financial planning for our clients.  Greg frequently acts as a liaison between our clients and their attorneys and accountants in an effort to maximize the benefits of a client's financial, estate, and tax plans.  Greg obtained his undergraduate degree from Canisius College in Buffalo, NY, and Juris Doctorate from The University of Akron School of Law.  Greg volunteers for The Rotary Club of Hudson serving our local community.

Registered States:
AL, AZ, CA, CO, FL, GA, IL, KS, NC, NJ, NY, OH, PA, SC, TX, WA

Paul Douglas has dedicated the past ten years to his craft as a Financial Advisor. He is in charge of behavioral analysis for TPG, assists in selecting investments used in TPG client portfolios, serves as a relationship manager and is passionately involved with his clients' holistic financial planning strategies. He represents the group in Austin, Texas where he resides and serves clients located all throughout the United States.

Paul obtained his undergraduate degree in finance (magna cum laude) from the Honors College at The University of Akron. He is involved in a number of different charitable organizations and boards including The National Alumni Association Board for The University of Akron. Some causes that are important to him are animal welfare, disaster relief and chronic disease research.

Registered States:
AL, AR, AZ, CA, CO, CT, DE, FL, IL, IN, KY, MA, MI, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, TN, TX, VA, WA, WI

Jean Phelps is a Wealth Strategy Associate for the team and brings over 20 years of industry experience.  She works closely with the Senior Portfolio Managers on our team, analyzing securities, executing trades, onboarding new clients, and is involved with the client's financial planning strategies.  Jean is a graduate of Kent State University with a B.A. in Business Management with a concentration in Finance.  Her licenses include the Series 6, 63, 7, 9, 10 and 65.  Jean enjoys golfing, volunteering to help animals and participating in Habitat for Humanity.

Registered States:
CO, CT, FL, KY, MO, NC, NY, OH, PA, SC, TX, WA

Amy McDonald joined TPG in early 2014.  Upon graduating in 1991 from The Ohio State University with a B.S. in Business Administration with a concentration in Marketing, she began her financial services career with McDonald and Company Investments and continued working for a mutual fund wholesaler.  Amy primarily handles all of the marketing aspects for our team from planning and organizing client events and communication, as well as assisting our financial advisors and clients with administrative needs and financial reports.  Amy serves as the Cleveland Chapter Chairperson for The Karen Wellington Foundation for LIVING with Breast Cancer, a foundation that honors women and their families living with breast cancer with vacations and other FUN-only activities.

Dede Elliott joined our team in 2015.  From her prior management positions with Marriott ExecuStay and NetJets, she brings extensive customer service for high net worth clients to our team.  Dede is the key point person for assisting our clients and financial advisors and is responsible for most of the administrative processes on a day to day basis.  She has a Bachelor's degree in Business Operations from DeVry Institute.  She holds her Series 7 and 66 licenses.  Dede enjoys spending time with her three children and volunteers as a volleyball coach for Aurora Parks and Recreation.

Registered States:
FL, NY, OH