Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

John Tegtmeier, MBA, CFP®

Financial Planner

(310) 493-6777

john.tegtmeier@osaicwealth.com

Three words that describe John Tegtmeier... Coach, Teacher, Entrepreneur. Coach: John discovered a passion for Martial Arts at the age of 19 while attending the University of California, Irvine. He began teaching classes soon after...

Deanne Tegtmeier, CFP®

Financial Planner

C.F.P. Professional with over 20 years of experience as a financial advisor. Graduated with a degree in economics from Pepperdine University

Jason Tegtmeier

Office Administrator

(512) 964-7021

jtegtmeier@osaicwealth.com

EXPERIENCE 10/2005 – Present Administrative Assistant Osaic Wealth, Inc. 12/2002 – Present Insurance Agent, Self-Employed EDUCATION 12/15/2018 Lay Ministry/Director of Church Ministries LCMS, Certification, Concordia...

Nonny Tegtmeier

Office Mascot

Nonny is Office Mascot and Chief Mischief Maker Nonny is a Border Collie, Golden Retriever mix. While she used to love chasing John on his bike, she is slowing down as she enters her teens. She spends a little more time watching the...

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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