Originally formed in 2004 with Katrina Hayes as a founding partner and headquartered in Charlotte, North Carolina; TCA Financial Group was created to help advisors focus on providing investment and wealth management services across the United States. John Cervantes joined the TCA team as an advisor in 2007.
In 2013, TCA sold its broker-dealer to Prospera Financial in Dallas, TX. Prospera provides the regulatory resources to manage the oversight of the business and provided TCA with the opportunity to focus on what it does best, working with clients. We also provide sales support to Mark Silva in Georgia. For his contact information please click here.
In 2014, Katrina and John hired a consultant to analyze each individual practice and provide recommendations. After great counsel, they decided to combine their practice to allow each member to focus on a core competency to provide a higher level of service to our clients.
Each advisor is a member of the Strategy Team to deploy client’s capital into the proper allocation. The goal of our team is to provide such a high-level of service that we become our clients – one trusted advisor.
In order to maintain our high level of service, we focus our efforts on are core competencies:
- Families
- Women
- Business Owners
- Wealth Management
