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Financial Wellness Begins Here

Thursday, May 12, 2022, 9:00 AM – 10:00 AM CST
Financial Wellness Begins Here

This exciting offering incorporates robust technology and includes the “human” component to ensure that plan participants are taking the appropriate steps and getting support to reach their financial goals.

FinPath includes:

  • Personalized financial coaching and support network 
  • FinPath University interactive learning courses
  • Online budgeting and planning tools

Join our guest speaker, Matt Escalante, to learn more, hear success stories and participate in a Q&A session.


Matt Escalante, CFP® / TCG

Matt Escalante is Senior Vice President of Institutional Investment Strategy at TCG. He started his career in financial services with Northwestern Mutual Financial Network in 2005 and soon after joined TCG in the fall of 2006.  Matt started his career in financial services out of a desire to help others achieve their financial goals and establishing strong relationships.  With a family background deep in education, TCG was a natural fit for Matt to help educators achieve their financial goals.


Over his time at TCG, Matt has held a variety of positions including Investment Advisor to private clients, Regional Sales Director of group benefits and retirement plans, and Senior Director responsible for working closely with clients to develop retirement planning education and engagement activities for their employees. In his current role, Matt leads the group retirement plan advisor team who develop quarterly investment reviews and present to investment advisory committees established by clients.  Matt helped develop and runs the day-to-day operations of FinPath, TCG’s in-house financial wellness program designed to bring financial solutions and coaching to individuals.


Matt received is BA in Business Management from California State University, Fullerton. He had also acquired the Series 6 and 63 FINA securities licenses and CA insurance license during his time at Northwestern Mutual Financial Network.  Matt earned the CERTIFIED FINANCIAL PLANNER™ designation in 2019.




Rick Klein, Vice President / The Horton Group

Rick Klein came to The Horton Group in 2001 to serve as the President of Horton Benefit Solutions. In that capacity, he was responsible for maintaining and enhancing key vendor relationships, developing and monitoring sales efficiencies and communicating the division’s value proposition to clients, prospects, and vendors. In 2006, he accepted a position to move into production.

Material posted on this website is for informational purposes only and does not constitute a legal opinion or medical advice. Contact your legal representative or medical professional for information specific to your legal or medical needs.

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