Austin, Texas

Tommy started his career in wealth management and financial planning in 2010 but studying the stock market has long been a hobby. He is passionate about risk management and specializes in analyzing the market and client portfolios. At a young age, his grandfather encouraged him to buy his first stock with his birthday money, and he has been hooked ever since.

His curiosity of the markets led him to study Finance at the University of Idaho (Go Vandals!). After college, Tommy moved from Boise, Idaho to Austin, Texas to start his career with Charles Schwab. He knew nothing about Austin, but quickly discovered a shared love of music, good food and meeting new people. His desire to build closer relationships with clients led him to pursue personal financial planning with LPL Financial in 2011 where he was introduced to Calvin Lee, an experienced advisor, friend and eventual business partner. 

Tommy believes that money is deeply personal and deserves a high level of care and attention. To better serve his clients, he studied to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional in 2014, a certification that broadens an advisor’s knowledge and credibility in a variety of important financial topics. As a fiduciary, in advisory relationships, Tommy believes that developing and monitoring financial plans is a vital component to act in the best interest of his clients. Financial decisions can be complex and difficult to understand without seeing the ‘big picture’. He enjoys presenting custom financial plans and discussing ‘what-if’ scenarios with clients. Tommy strives to find comprehensive financial plans for his clients with the goal of building and retaining wealth. 

Outside of the office, you can find Tommy watching a football or baseball game, trying a new restaurant, taking in a concert, traveling, and spending time with his wife, Maggie, and their toy-Aussie, Cooper. His roots are in the Northwest, but he’s proud to call Austin home.

Calvin joined The Wealth Consulting Group on April 1, 2024, as an established wealth planning professional in his 30th year of serving clients. He brings energy and passion to help clients “dream bigger than they think possible”.

He started his Financial Services career in 1995 with SunAmerica Securities in Austin, TX. On September 1, 2001, Calvin moved his practice to LPL Financial, 10 days prior to 9-11. He enjoys helping clients plan for retirement by focusing on investment management. Strategizing with his clients, he creates a plan to make the transition toward retirement seamless. He finds comprehensive financial plans for all his clients. It’s all about relationships with clients—take care of them…and everything else has a way of working itself out.

Calvin graduated from Texas A&M University with a BBA. LPL Financial holds his Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 24 (General Securities Principal).

He resides in Austin, TX with his wife, Donna. They have a daughter, Callie who graduated from Texas A&M in 2019 with a Master's degree in Accounting. She’s a CPA in Audit with PwC and lives in Dallas. Calvin enjoys spending Saturday’s each Fall in College Station watching Aggie football, as a long-time football season-ticket holder.  Calvin serves on the Board of Children at Heart Ministries. He and Donna are very involved with First Baptist Church in Round Rock. They enjoy traveling, especially to Disney and Destin…and he also plays a little golf and enjoys listening to his 50’s & 60’s oldies music.

Gretchen’s passion for helping others, combined with her background in financial planning, led her to join The Wealth Consulting Group as a Financial Advisor. She serves as her client’s Personal CFO, thoughtfully coordinating all aspects of their financial lives. Gretchen’s mission is to help clients pursue financial freedom, so they can spend more time focusing on what matters most to them.

Gretchen graduated with honors from Texas A&M University, earning a Bachelor’s degree in Finance and completing the university’s Financial Planning Program. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, reflecting her commitment to the fiduciary responsibility and delivering trustworthy, personalized financial guidance.

Prior to joining The Wealth Consulting Group, Gretchen gained valuable experience as a Branch Office Administrator at Edward Jones and as a Paraplanner at Intrua Financial. These roles ignited her passion for empowering clients through proactive planning and comprehensive wealth management. She believes in a relationship-first approach to advising, focusing on building strong, authentic connections as the foundation for effective financial planning and long-term success.

Based in Austin, Texas, Gretchen enjoys exploring the city with friends and family, attending concerts, and relaxing on the lake. She is also an avid traveler and a proud supporter of the Aggies!

Brenda Willis is a Client Service Associate with The Wealth Consulting Group.  She has over 30 years experience in the investment field.  Brenda specializes in customer relations, problem solving and data input and control.  She graduated from Tarleton State University in Stephenville, Texas with a BS degree in Business.  

Brenda’s favorite things personally are her family, traveling, reading and her ranch.