Colorado Centennial

Andrew joined The Wealth Consulting Group in September of 2015 as a Practice Management and Integration Director. Andrew is a seasoned practice management and business development professional with more than 25 years of industry experience. At WCG Andrew is responsible for working with existing locations to grow their business and with newly appointed branches to ensure a smooth transition. He also runs his own consulting practice, and most recently worked directly with a firm in Portland, Oregon as their COO, where he took the firm to an independent RIA model.

In previous roles Andrew worked with branch managers, general agents and advisors to provide practice management strategies in an effort to help them work towards greater levels of success through marketing, succession planning, human capital and operational considerations.

When Andrew’s not working, he enjoys cooking (and occasionally baking) seasonally inspired dishes he finds in the blogosphere. He also runs every day that he can and spends time on the tennis court with friends playing in USTA leagues. On the weekends he enjoys taking long runs with his wife and spending time together as a family with their kids.

Andrew D'Addio is not affiliated with LPL Financial.

Boyd joined Progressive Financial Concepts in 2024 and brought with him over 18 years of financial services industry experience. In his former career, Boyd worked closely with advisors across the country helping them protect client assets and plan for income during retirement. Throughout his travels, he learned many things from some of the most successful advisors from across the country. The biggest of which, was the passion he developed to one day help his own clients realize their financial goals.

Shortly after moving to Scottsdale in 2016, Boyd began to work closely with Progressive Financial and ultimately decided that PFC was the perfect team to join to pursue that passion. Boyd said of Progressive Financial, “I knew that PFC was the perfect place for me to ultimately start the next chapter. We are a team and complement each other well, bringing our own different expertise to the table. We had talked about partnering together for a few years and finally made it a reality in 2024.”

Boyd and his wife Katie have 2 children, live in Arizona and frequently travel back to Boyd’s home state of Colorado. They love exploring the outdoors, which neither state has any shortage of. Boyd may also be found on the golf course if he is able to find any free time.

For over 20 years, Aaron has methodically honed his craft and passion within his financial practice.As a wealth manager, Aaron works closely with clients, developing financial strategies for each stage of life. He’s quick to point out that no two clients are alike; therefore, the cookie-cutter approach is never in a client’s best interest. In fact, it’s quite the opposite. Aaron believes a holistic, individualized, and personal approach is necessary to design a client’s financial roadmap.

Budgeting of income and expenses, savings, asset growth, tax strategies, and estate planning encompass his extensive planning process used to achieve the ultimate goal of a client’s financial wellness and peace of mind. Aaron holds the CPFA® Designation, Certified Plan Fiduciary Advisor. As a specialist in corporate retirement plans, Aaron designs, implements, and manages a variety of 401(K) plans for companies and their employees across the country. Prior to entering the financial industry, Aaron leveraged his BA in Human Biology to achieve a managing microbiologist position for an international laboratory. He assisted in the development and manufacturing of a variety of vaccines, including Salmonella, E. coli, Avian Influenza, and Swine Flu. In addition, Aaron had a unique opportunity to participate in and research the infancy of genetically engineered vaccines.

While remaining focused on his career, Aaron’s relentless quest for knowledge led him to Baker University, located in Baldwin, Kansas, where he pursued and was awarded his MBA, graduating second in his class. Outside of the office, Aaron enjoys spending time with his family. He and his wife Margo met while attending the University of Kansas. Together they have a son, Jordan, who’s a fourth-generation Jayhawk graduate. Some of his favorite pastimes include traveling, attending live music concerts, golf, wine tastings, cooking classes and water sports. A loyal sports fan, Aaron enjoys Kansas City Chiefs football and Kansas Jayhawk basketball and football.

Since 1979, Adriane Lowe has been a trailblazer in the financial services industry. When becoming disenchanted with the product-driven direction of the stock brokerage industry, she became a Certified Financial Planner™ in 1984 and changed the direction of her business.

Critical to her needs-based approach is her ability to ask the important questions and listen when meeting with clients. Working with individuals, families, businesses and the special-needs community, she strives to understand what is truly important to them. She creates individualized strategies to pursue their financial dreams, aiming to allow them to enjoy life instead of worrying about it. Her practice is based on confidentiality, transparency and having team resources to support her recommendations.

Adriane measures her success in the many client relationships she has maintained for her entire 38-year career. Her in-depth knowledge of her clients’ personal situations allows her to maintain generational relationships with the families. Experiencing dozens of births, marriages, divorces, illnesses and ultimately, end of lives, give her a unique ability to assist clients empathetically. She is a trusted source for referrals, advice or even a sounding board in the decision-making process. Her role as an advisor, confidant, friend and counselor to her cherished clients have enriched her life immeasurably.

With her extensive personal and professional experience with the special-needs population, she received the Chartered Special Needs Consultant™ designation in 2013. ChSNC® designees are equipped with specialized skills needed to help parents and caregivers plan for the future with honesty, ethics and compassion. She also holds Chartered Life Underwriter™, Chartered Financial Consultant™ and CFP® credentials.

Adriane volunteers for the Ventura County Financial Abuse Specialist Team (FAST), a partnership of public and private multidisciplinary professionals providing services to elder and dependent victims of financial abuse.

She is a passionate international and domestic traveler and hopes to visit all the U.S National Parks soon. Art, theater, concerts, entertaining, cooking and boating on Westlake are her favorite pastimes.

Adriane is a Registered Representative with LPL Financial.

AJ was born and raised in New Jersey but now calls the West Coast home. His home is in Portland, Oregon. He recently graduated from Marist College with a Liberal Arts degree in Political Science.  

AJ is a big Star Wars fan, but he could never choose a favorite. He also enjoys playing board games. His favorite being “Watergate”. AJ’s loves food, in particular, he loves pulled pork sandwiches.

Enabling Leadership, Alignment, and Advisor Experience

As Chief of Staff at The Wealth Consulting Group, Aja Reisberg (pronounced “Asia”) partners closely with the President and senior leadership team to help drive alignment, execution, and operational clarity across the firm. She supports leadership priorities through strategic coordination, executive communications, and thoughtful oversight of key initiatives that enhance both internal collaboration and the advisor experience.

With a background spanning financial services, operations, and organizational support, Aja brings a well-rounded perspective to her role. She began her career at MassMutual Life Insurance Company, where she held positions across insurance, finance, and broker-dealer operations within MMLISI. Her experience enables her to anticipate leadership needs, manage complex priorities, and translate strategy into action with precision and care.

Outside of work, Aja lives in Colorado Springs, Colorado, where she enjoys skiing, camping, and spending time outdoors with her two very active boys.

Alissa works with clients on a personalized level helping them identify their goals and work with them to implement strategies towards financial independence and a work-optional lifestyle. Her focus is on financial planning and investment management for female executives and business owners. 
 
As the first person in her family to attend a college in America and incur student loans, she realized the importance of financial planning and investing for the future to minimize the financial stress that comes from having a lack of options. This experience paved the way for Alissa to explore the financial services industry. 
 
Over the years, Alissa has evolved into an advocate for financial literacy and presenting financial concepts in a straightforward easy-to-understand manner to clients. Alissa has presented workshops and masterclasses on topics of investing, planning for retirement, managing student loans, and navigating financial complexities of divorce. In addition, she has been a guest on podcasts and spoken at conferences including The Women in Insurance and Financial Services National Conference. Alissa received the Rising Star award from LPL Financial and the 2025 Five Star Wealth Manager award by Five Star Professional (FSP). Alissa is a mentor for college students who are interested in financial services through the Aztec Mentor Program at San Diego State University.
 
Alissa grew up in The Netherlands and Ireland, learning to speak Japanese, English, and Dutch. Her family moved to Southern California where she attended San Diego State University and graduated with a degree in Finance. She enjoys traveling especially visiting her grandparents in Japan, spending time with family and friends, listening to true crime podcasts, and being by the beach.
 
CA Insurance Lic#0L00408

Alissa Todd is a registered representative with, and securities are offered through,  LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors and The Wealth Consulting Group are separate entities from LPL Financial.

Alondra graduated from San Diego State University in December 2019 with a bachelor’s degree in International Business. She worked in the mortgage industry for two years as a processor and an underwriter. She studied abroad at Universita Luigi Bocconi in Milan, IT, where she focused on International Finance.
 
She enjoys going to the movies, concerts, and Disneyland during her free time. She also enjoys trying new restaurants and spending time with Lionel, her cat.

Amy joined Anchor Wealth Management Group in April 2022. She is responsible for a variety of tasks including processing client transactions, preparing client documents and reports, and opening and servicing accounts. She also monitors client account activity, provides research and follow-through to ensure client’s needs are met.

Amy received her bachelor’s degree in Liberal Studies with emphasis in Mathematics from California State University, San Bernardino.  She has an extensive career in banking and lending with over 10 years of experience in the world of finance.

Amy was born and raised in the Coachella Valley. She and her husband have been married since 2014 and have two kids. She enjoys spending time with her family and friends, visiting the Living Desert, watching her husband coach football, and going to Disneyland. She is an avid baseball fan (go Angels!) and football fan (go Packers!).

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor. WCG Wealth Advisors, LLC and Anchor Wealth Management Group, LLC are separate entities from LPL Financial.

Andrew Zittell, CLU is the founder of Yerba Buena Financial Partners and an LPL Financial Registered Principal. As the firm’s principal, Andy is a skilled financial professional with a passion for helping clients seek to build, protect, and distribute their wealth. Andrew serves as the firm’s portfolio manager and is responsible for product due diligence. A second-generation financial guru, and with more than three decades of experience and extensive knowledge, aides his disciplined approach to integrating retirement, insurance, and estate planning. He enjoys helping family-owned businesses and individuals who are transitioning from wealth accumulation to retirement and income distribution planning.

Andrew is a specialist in advanced insurance planning and retirement distribution. He is a Life and Qualifying Member, Court of the Table for the Million Dollar Round Table, has served as Education Chair for the San Francisco Life Underwriters Association, and is an active member of several professional associations. He is an author, an ardent speaker and is devoted to the promotion of philanthropy.

Born and raised in New York, Andrew and his wife Mia, have lived in San Francisco Bay Area for over 30 years. As an avid mountaineer and an inter-collegiate cyclist, he enjoys local and worldwide travel and adventure. When he’s not spending time enjoying the great outdoors, his hobbies include art, restoring antiques, and caring for critters - two legged and four. Andrew enjoys gardening, reading, and he has most recently been learning the art of archery. He is also active in several communities and volunteer organizations, including Special Olympics International, and Congregation Emanu-El.

As President of The Wealth Consulting Group (WCG), Andy leads the firm’s advisor support, sales, and operations teams. He also serves on WCG’s leadership committee, helping guide the firm’s long-term growth strategy.

Andy brings more than 30 years of executive leadership in the wealth management industry, having supported the growth and development of some of the largest and most successful firms and platforms in the country. Prior to joining WCG, he was the Founder and Managing Partner of Cassique Strategies, a consulting firm dedicated to helping advisory businesses scale with purpose. He also serves on the Advisory Board of TowerBrook Capital Partners, a global private equity firm.

Prior to launching Cassique, Andy served as Managing Director and Divisional President at LPL Financial, where he was a member of the Management Committee. In that role, he supported more than 17,000 independent financial advisors and 800 financial institutions—representing over $900 billion in assets. He also held CEO roles at American General Securities and Mutual Service Corporation, leading both firms through key periods of growth and transformation.

Outside the industry, Andy is a board member of Communities In Schools of Mecklenburg County, where he previously served as President.

Anthony (Tony) moved to California in 2002 after graduating with a Bachelor of the Arts degree majoring in Business with a minor in Economics. Tony immediately entered the financial advisory business after college, and it has been his only profession since. As an entrepreneur at heart, he started Wealth Consulting Group Los Angeles (WCGLA) to provide boutique services to his clients while having access to the resources of a fortune 100 company. In addition to running his practice Tony spent ten years overseeing the investment services unit of the Greater Los Angeles branch of a fortune 100 company. 

In early 2017 after 15 years Tony merged Wealth Consulting Group Los Angeles into The Wealth Consulting Group. Doing so provided his clients access to a greater array of products and services and elevated the overall client experience by having 10+ team members laser focused on the client’s needs and goals.  Tony is now the Managing Partner of The Wealth Consulting Group in Los Angeles. 

Critical to Tony’s success is his needs-based approach and ability to ask the important sometimes tough questions. Listening, being proactive, confidentiality and transparency while working with individuals, families and business are the foundation of his practice.  Tony enjoys his life’s journey with his Wife and two children.  They enjoy Cooking, Skiing, Golfing, Mountain Biking and Traveling together.  His children are active in Conejo Valley youth sports including Baseball, Soccer, Tennis and Golf.       

Recent Accolades:

2014 Five Star Wealth Manager. Crescendo Business Services, LLC January 2014

2015 Five Star Wealth Manager. Crescendo Business Services, LLC January 2015

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do no pay a fee to be considered or placed on the final list of 2014/2015 Five Star Wealth Managers.

Tony and his wife live in Agoura Hills along with their two boys. Tony believes in and tries his best each day, to live in the moment. He is a proud father and loving husband who enjoys being active with his family along with mountain biking, hiking, working out, and playing sports.

I help you put your jigsaw puzzle together. 

When you come into the office I look at the picture on your "puzzle box”. I want to understand, in detail what the picture (your goal) should look like and then we dump the pieces out on the table to sort them out. It is important to sort through the pieces and make sure everything is accounted for and there are no missing pieces. Once we have a clear understanding of the picture as a whole and each individual piece, I go to work. 

It is my job to take the time and work towards putting the pieces together in the most efficient manner so that it matches your picture, which I believe is your masterpiece! Like most who work on puzzles, I start with the border to work towards building the structure then I go in and work on the different sections and strive to complete the picture.

Each client is unique, and has a different picture with different pieces to their puzzle. The fulfillment for me is being able to help you work towards putting your pieces together, and the potential to unveil your complete picture.

Brandon Danziger, hailing from New Jersey, ventured to California Lutheran University to pursue his passion for business administration. There, he completed his Bachelor's degree in Business Administration and later returned for his MBA in Finance, graduating Magna Cum Laude. Alongside his academic accomplishments, Brandon showcased his athletic talent as a member of the men's basketball team, earning recognition for Outstanding Academic Achievement from NABC.

Driven by a desire for global exposure, Brandon embarked on a transformative semester in Hong Kong, immersing himself in the study of international finance. His entrepreneurial spirit flourished during this time, as he emerged as a finalist in the prestigious Big5 Gymnasium entrepreneurial innovation competition.

Outside of his academic and professional pursuits, Brandon finds joy in exploring the world through travel and indulging in his passions for basketball, pickleball, and golf. With a solid educational foundation, remarkable athletic achievements, and a thirst for new experiences, Brandon Danziger is poised to make a lasting impact in the business world while cherishing his love for sports and exploration.

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.

When Brett Lange and Tom Blumer established V Wealth in 2009 their purpose was to be 
the independent firm you looked to as your primary resource about how all wealth 
management decisions can impact your family’s prosperity – today and into future 
generations. 

Brett serves as a Wealth Consultant and a managing partner of V Wealth. He works closely 
with his clients to identify their goals and develop customized, comprehensive financial 
plans and solutions.  Brett holds his series 7, 65, and 63.

You will find Brett and his wife cheering on their daughter at softball games, playing golf, 
and hitting the CrossFit gym with their son when away from the office.

Brian is a Certified Financial Planner™ with the Wealth Consulting Group. He graduated from Boise State in 2016 with a Bachelor in Finance and played number 1 singles on the tennis team his senior year. Brian holds his Series 7 through LPL Financial and his Series 66 registration with WCG Wealth Advisors & LPL Financial, along with his state Life, Health, and Variable Annuity Insurance license.

Brian joined The Wealth Consulting Group full- time after graduating. He began in the trading and investment department and now directly services clients, helping them pursue their financial goals.

Born and raised in Las Vegas, Brian enjoys playing tennis and pickleball, watching movies with family and friends, and spending time with his White Labrador, Jax. He is a big fan of the Dallas Cowboys and Boise State sports.

Brian J. West is an LPL Financial Advisor with LPL Financial, Inc.; he joined Progressive Financial Concepts in 2005. He brings a wealth of experience and knowledge to his role as a financial advisor. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning and wealth management.

A comprehensive, client-focused approach to financial planning helps to ensure that the recommended programs encompass each client’s financial goals, time frames and risk tolerance. Mr. West focuses on investment analysis. He works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and succession planning.

Helping people, whether it’s planning for retirement or college expenses, is truly Mr. West’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.

Brianne joined the financial services industry in June of 2011, after eleven years as an elementary school teacher. Brianne is a CERTIFIED FINANCIAL PLANNERTM and financial advisor. She currently holds her Series 6, 7, and 63 licenses through LPL Financial, and Series 66 license through both Wealth Consulting Group & LPL Financial, as well as her life and health insurance licenses. Brianne specializes in working with individuals, families, and business owners in the areas of retirement planning, investment management, and college savings.

Brianne was born and raised in southern California, before moving to the Las Vegas Valley in 2003. She received her bachelor’s degree in sociology and psychology from the University of Colorado at Boulder, and her master’s in elementary education at the University of Nevada, Las Vegas.

Brianne has been an active volunteer for many organizations, including Best Buddies and Teach for America. Her hobbies include yoga, boating at Lake Mead, and spending time with her two, young daughters.

Brook is a CERTIFIED FINANCIAL PLANNER™ with over 32 years of experience as a Financial Advisor. Brook and his two exceptional staff members work tirelessly to assist business owners and individuals who have the financial resources to build and preserve their wealth for important business goals, personal goals, and charitable causes. Brook and his staff always put the client's needs and concerns first and has the experience to assist his clients with their unique financial plan.

Brook graduated from Shawnee Mission East High School in Prairie Village, KS, and went on to graduate from the University of Kansas with a major in French Literature and a minor in Biology. While at KU, in addition to having success academically, Brook involved himself in many student organizations including Student Union Activities, Board of Class Officers, and Student Senate. Brook was Treasurer of the Sophomore Class, President of the Junior Class, and Student Body President his senior year. 

In 1992, Brook entered the financial services business with Kansas City Financial Group. He then spent nearly ten years at Edward Jones where he was a limited partner and handpicked to be the Compliance & Ethics Leader in a region of 42 advisors. In 2009, Brook decided to become an independent Financial Advisor and affiliated with LPL Financial, the largest broker/dealer serving independent advisors and their clients1. In January of 2014, Brook opened his own boutique firm called Instrumental Advisors located in Overland Park, KS. He works with clients in over 30 states plus four other countries.

Caitlin brings over 17 years of experience in corporate and personal financial planning. Prior to joining WCG, she developed detailed comprehensive financial plans for high-net-worth clients at small RIAs. She began her career working as a financial analyst for an international non-profit as well as mid-sized corporations focusing on budgeting and analysis.

Caitlin is a Certified Financial Planner® and Enrolled Agent and holds the Series 65 license. She graduated from the University of Virginia with a B.A. in Economics and holds a M.A. in International Commerce and Policy from George Mason University.

Caitlin lives in the Middle Peninsula region of Virginia with her husband and two dogs. She enjoys running, watching and playing sports, and is involved in two local non-profit organizations.

Callie joined the V Wealth team in 2011.  Callie has been in the financial service industry for 
over 15 years and is dedicated to meeting the needs of all our clients and providing them with exceptional service while assisting the advisors of V Wealth. She is our multi-tasking\queen and prides herself on getting things done promptly and accurately.  

She graduated from Kansas State University with a degree in Communication Sciences and Disorders. When away from the office you will find Callie shuffling around her two kids to sporting events and activities, traveling with friends and family, and spending time at the 
lake.

“We are not a TEAM because we work together, we are a TEAM because we respect, trust, 
and care for each other.” -Vala Afshar

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.

Carol Ann has been in the financial services industry for 7 years and she is passionate about helping clients work toward attaining their goals. A teacher at heart, she enjoys guiding clients through the process of discovering their path toward dignified retirement, providing an education for dependents, legacy creation, or simply demystifying the investment world. Through conversation and discovery, Carol Ann tries to address the elements that are very often unfamiliar to clients, so that together they may move toward realizing and prioritizing the necessary steps for success. Carol Ann holds Series 6 and 63 securities registrations through LPL Financial and a Series 65 license through WCG Wealth Advisors. She also holds her Life and Health Insurance license in the state of California.

In her leisure time, Carol Ann enjoys reading, baking, entertaining and all forms of exercise. She happily lives in Rancho San Diego, with her husband, Morgan, and their dog Quinn. Carol Ann’s two grown sons and stepson are her absolute and purest joy.

CA Insurance License # 0I97891
 
Carol Ann Donahue is a Registered Representative with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a Registered Investment Advisor. WCG Wealth Advisors, The Wealth Consulting Group and Fides Wealth Strategies Group are separate entities from LPL Financial.

As Co-Founder, Chuck leads our team in advising clients on all aspects of their wealth management plans. He has over 25 years of personal experience in wealth management services and is a seasoned professional with experience in the banking, mortgage, and tax preparation industries. Chuck specializes in designing and implementing strategies in an effort to assist clients in accumulating assets for retirement as well as advising those clients in their retirement years.

As a Partner in Palo Verde Wealth Management, Chuck is responsible for all areas of client engagement and provides strategic advice, highly personalized service, and access to a complete range of custom investment strategies. Chuck and his team work closely with clients and their advisors to develop financial strategies that help clients address their current needs and plan for their long-term objectives. Chuck and his wife of 44 years have lived and worked within the Scottsdale/Phoenix community for more than 43 years, he is a proud husband, father of two daughters, and grandfather of two, and he is actively involved in the community.

Cheryl and her team help clients make smart decisions about their money.  She believes the foundation of a successful plan starts with an understanding of your values, goals and objectives.  By taking the time to discover and develop these areas, Cheryl and her team model the broader financial picture to set a course to help clients pursue their mission; whether it be to ensure lifetime income in retirement, accumulate or preserve wealth, transfer a business or fulfill philanthropic dreams.  She has a passion for helping clients pursue financial independence.

Cheryl is a CERTIFIED FINANCIAL PLANNER™, a certification granted by the Certified Financial Planning Board of Standard.  CFP® professionals are held to a fiduciary standard to ensure financial planning recommendations are in the client’s best interest. As a CFP®, she has clients in 13 states and is a regular speaker on financial and retirement planning topics, particularly for the business and charitable community in Southern Nevada and UNLV.

Prior to financial services, Cheryl was an executive with CBS Cable (now Viacom) in the Washington DC metropolitan area, Stamford CT and Denver, CO.  In her role, she collaborated with cable television and wireless providers across the country to deliver television networks Country Music Television, The Nashville Network and regional sports network, Home Team Sports to their subscribers.  As a corporate executive herself, she became skilled in retirement and benefit plans. 

The oldest of two children, Cheryl grew up in a family owned business in Old Town Alexandria, VA where she learned the importance of trust, quality, service, and family.  Cheryl graduated from George Mason University in Fairfax VA with a Bachelor of Arts Degree in Communication, and later from Regis University in Denver, CO with a Master’s in Finance and Accounting.

Since 1998, Cheryl and her significant other, Quinton call Las Vegas home, where they enjoy gourmet cooking, wine tasting, travel, sports, swimming, music and spending time with family. They travel to the Washington metropolitan area regularly to meet with clients and visit family.  Along with domestic travel, they enjoy visiting his native South Africa, Europe and exploring new places.   

Cheryl provides planned giving guidance to non-profit organizations and donors and is a member of the Women’s Leadership Council of United Way, Southern Nevada.  She is honored to be a Past President of the Las Vegas affiliate of Susan G. Komen for the Cure (breast cancer foundation). 

Christine has been in the financial services industry since 1997. She works with business owners in designing, implementing and managing employee benefit programs.  She also specializes in working with business owners in the areas of strategic tax planning, wealth management, business planning, estate planning and succession planning.

Christine's niche is employer sponsored retirement plans; 401(k), 403(b), Cash Balance, Defined Benefit, Deferred Comp.  She has appeared on CNBC, Fox Business and has been quoted in various financial publications. She holds a Series 63, 7, and 24 registrations through LPL Financial, the Series 66 registration through WCG Wealth Advisors and LPL Financial. 

Christine moved to Las Vegas in 1997 from Southern California.  She is an avid golfer, loves sports and is ready to travel the world now that her daughter is attending the University of Arizona

Christine is a registered representative with LPL Financial

With more than twenty-five years of experience in the financial services industry, Chris is a professional who cares deeply about the best interests of his clients. He prides himself on the meticulous care and attention he gives every client. In January 2015, Chris co-founded FIDES Wealth Strategies Group. The firm’s name is based on the ancient Roman term for reliability, representing a sense of mutual trust between two parties. Always striving to maintain that spirit of trust and steadfastness, Chris remains dedicated to his clients’ needs. He works primarily with high-income professionals, executives, retirees, and business owners in various industries, helping them work toward their financial goals.

Chris holds some of the industry’s highest designations and educational credentials. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and a Chartered Life Underwriter (CLU®). He holds a Bachelor of Science degree in business finance from San Diego State University, and a Master of Science degree in financial services from the American College of Financial Services. Chris went on to earn a Doctor of Philosophy (Ph.D.) in Financial and Retirement Planning in December 2021 from the American College of Financial Services. He has represented the financial planning profession for more than two decades. He has served many times on the board of the Financial Planning Association of San Diego, including one term as president, and was elected by his peers to serve as a National Financial Planning Association (FPA) Board Member from 2010-2012. He was appointed by the CFP BOARD to serve on their Commission on Standards (2016-2018) and their Commission on Sanctions and Fitness (2021 to present).

Chris is dedicated to supporting his fellow professionals in a variety of volunteer roles. He represented more than 19,000 LPL Financial advisors by serving on the LPL Financial Advisor and Ambassador Councils.  He also enjoys supporting the next generation of new financial planners by teaching in the financial planning programs at San Diego State University and U.C. Berkeley. He and his wife Karen are San Diego natives who now live in the Mount Helix area with their three daughters Addisyn, Piper & Marissa.

Investment advice offered through WCG Wealth Advisors, a Registered Investment Advisor. WCG Wealth Advisors, The Wealth Consulting Group and FIDES Wealth Strategies Group are separate entities.

FIDES Wealth Strategies Group, and WCG Wealth Advisors, LLC do not offer tax or legal advice.

Christopher Rand is solely an investment advisor representatives through WCG Wealth Advisors, LLC and is not affiliated with LPL Financial.

Claudina has over fifteen years of experience in customer service.  She graduated from Fresno State University with a B.A. in Mass Communications, and a minor in Business Administration. 

As a Client Service Associate, Claudina is involved in many aspects of administrative support.  She enjoys welcoming visitors to the Westlake Village office and interacting with clients regularly.  She works diligently to ensure the highest level of service to the firm’s clients and to her team. 

Some of Claudina’s interests are traveling, enjoying the outdoors, and having quality time with her family and pets.

An entrepreneur by nature with a passion for finance, Clinton’s core competency lies in identifying effective and efficient solutions to complex problems.

Just as a business employs a CFO to coordinate the many aspects of its finances, Clinton and the Wealth Consulting Group team specialize in developing coordinated strategies and tax-efficient solutions for our clients. As your Personal CFO and trusted advisor, Clinton delivers a customized Financial Planning Process and strives to bring the full spectrum of wealth management capabilities and resources necessary to address each client’s unique financial needs. Our other main passion at the Wealth Consulting Group is Socially Responsible Investing and aligning our clients’ core values with their investment portfolios.

A Lawrence, KS native, Clinton graduated from Iowa State University with a double major in International Business and Finance. He quickly put down roots in Des Moines and has worked closely with the Susan G. Komen Foundation and Ingersoll Board of Restoration.

When he’s not managing our clients’ financial worlds, Clinton enjoys spending time with his English Cream Golden Retriever, Brinkley, as well as sailing, scuba diving, cycling, and skiing.

Courtney is an Executive Assistant to Jim Hawryluk and collaborates closely with Kimberly Meade, CFP®. Leveraging her 8 years of experience, she assists clients with their financial needs while continuing to support existing clients in pursing their respective goals. Courtney is focused on refining our communications and servicing promise. 

Courtney holds a bachelor’s degree in Business Management from Sam Houston State University. Born and raised in Beaumont, Texas and currently lives in Richmond, Texas with her family and Pomeranian dog, Bruno. In her free time, Courtney enjoys growing her candle business and loves expressing her creative side while working on all things DIY! She also enjoys traveling with her family.

Craig is an experienced financial professional who joined Anchor Wealth Management in February of 2023. With over a decade of experience in the financial service industry, Craig brings a wealth of knowledge and expertise to his role.

He holds the Series 7 and 66 securities registrations with LPL Financial, the Series 65 securities registration with WCG Wealth Advisors, and is registered to transact securities business with residents of the following states: AR, AZ, CA, CO, FL, ID, MD, MI, NV, NY, OR, TX, and WA. He also holds a California insurance license.

Prior to joining Anchor Wealth Management, Craig worked as an Assistant Portfolio Manager for a RIA based out of Indianapolis, IN where he gained extensive knowledge and analytical skills to create tailored investment strategies that align with each client’s unique goals and risk tolerance. Craig’s dedication to providing exceptional service and his commitment to helping clients pursue their financial goals quickly earned him a reputation as a qualified advisor.

Craig holds a bachelor’s degree in Finance from Butler University. He resides in La Quinta, CA with his wife Jackie and their sons Beckett & Griffin. In his free time, Craig enjoys playing golf, traveling, and cheering on his beloved Butler Bulldogs.

Craig McBarnes is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor. WCG Wealth Advisors, LLC and Anchor Wealth Management Group, LLC are separate entities from LPL Financial.

CA Insurance Lic# 4348834

Cristian Lopez is originally from Vina Del Mar, Chile. In 1998 he earned a tennis collegiate scholarship to the United States, and graduated from Pikeville University with a Bachelor’s Degree in Business Administration. From there he went to work in the Hamptons as a teaching tennis professional. This began his career in tennis, which later brought him to Atlanta as a tennis director for a prestigious country club in Dunwoody, Ga. An important personal achievement in the States was becoming a US citizen in 2013.

The next personal achievement was the following year, 2014, as he co-founded Rome Tennis Management. Cristian led this company for the next 9 years. During his time at Rome Tennis, he and his business partner expanded their business into real estate opportunities as well.

Additionally, during this time Cristian received the Georgia Tennis Professional of the Year and was named to the Pikeville University Hall of Fame. After 25 years as a successful tennis professional career and business owner, Cristian decided to take his passion, networking and leadership skills to join the great team of WCG.  

During his free time, he enjoys spending time with his beautiful wife, Jill, and two children, Mateo and Isabella. Cristian loves meeting new people, traveling to new places and listening to live music.  

Daniel serves as a Wealth Consultant working closely with his clients to establish and maintain comprehensive financial plans.  Many advisors talk about wealth management, investments, consulting, and financial planning, but in actuality, very few advisors bring the advanced credentials of Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®) to the process. 

Daniel graduated from Kansas State University with a degree in Finance.  You will find Daniel spending time with his family outside the office and cheering on the Kansas State Wildcats,
Kansas City Royals, and the Kansas City Chiefs!

If you are unsure you are working with the highest qualified advisors and firm, let’s talk!

Dane works directly with high net worth individuals in the areas of tax and investment planning, portfolio construction, retirement planning, estate planning and wealth preservation. Prior to joining Redwitz Wealth Management Group, Dane served as a Senior Financial Advisor with Union Bank's Investment Services division where he specialized in creating and managing conservative investment portfolios for clients. Dane believes in guiding clients through the financial planning process to best determine how and where investments should be allocated, all the while keeping taxes at the forefront of all investment decisions.

He received his Bachelor's Degree from San Diego State University prior to completing the Financial Planning Certificate program and becoming a Certified Financial Planner™ professional. He has passed the FINRA Series 7 and Series 66 securities exams and holds the CA life insurance license #0H12686.

Outside of the office, Dane likes to play and watch sports and spend time with his wife and two beautiful children.

Series 7 license held through LPL Financial. Series 66 license held through LPL Financial and WCG Wealth Advisors.

Tax services are not offered by LPL Financial, WCG Wealth Advisors, Redwitz Wealth Management Group or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax advisor.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

I come to Heslin Wealth Management after a long career in health care and non-profit management. As the part-time office assistant, it's a pleasure to provide the best possible customer service to our financial services clients. 

After spending the first half of my life in the Midwest (Michigan and Ohio), I moved to Southern California and ultimately landed in Palm Springs 7 years ago. You will find me watching tennis, traveling, and enjoying the food and culture of the Valley.

Darlene Shipe is a Partner and Wealth Manager with Edmond Wealth Management and an Investment Advisor Representative with WCG Wealth Advisors, LLC. Darlene has been in the financial services field for 34 years, managing investments for her clients for over 26 years and holds the following securities registrations: Series 7 and 63 held with LPL Financial and 65 held with WCG Wealth Advisors, LLC., as well as Life/Variable Annuity, Disability and Long Term Care insurance licenses.

Edmond Wealth Management specializes in developing and implementing financial plans for private clients. Our firm incorporates advanced tax planning techniques to potentially minimize income and estate taxes, and focuses on multi-generational wealth management.

Darlene has worked in the investment services industry since 1994 specializing in working with people who are retired, or preparing for retirement and specifically utilizes a financial planning approach that focuses on the advantages of professional money management, estate and retirement planning, and asset protection planning. This allows her to tailor her client's wealth management strategy based on their individual planning needs, objectives and goals.

Darlene was born in Canada and moved frequently with her military family while she was young. They returned to Oklahoma because out of all of the places they had lived, her parents felt like Oklahoma was the best place to raise a family. She has resided in the Oklahoma City area since 1972 and currently lives in Edmond. Darlene is a member of the Financial Planning Association^® (FPA^®), the Association for Financial Counseling and Planning^® (AFCPE^®), and the Edmond Chamber of Commerce. Darlene is a graduate of the Edmond Citizen’s Police Academy (ECPA). Darlene attended Rose State College in Midwest City and The American College. Darlene has one son. Her hobbies include leather crafting, traveling, quilting and collecting postcards from her clients.

Darren is a CERTIFIED FINANCIAL PLANNER™ Professional with the Wealth Consulting Group. He has over 25 years of Investment and Financial Planning experience and is recognized as an accomplished professional, who generously gives back to the community.

Darren is the President and CEO of an employee benefits insurance agency, where he brings a sophisticated financial planning perspective to the overly complex world of health insurance and implements tax-efficient methods of employee compensation.

Darren also faithfully serves others in need, frequently offering pro bono financial planning advice through the San Diego Financial Literacy Center.  Additionally, he passionately serves as an officer and board manager of JH Outback California, a non-profit LLC, which provides a platform for renewing, rebuilding and reconciling parent/teen and husband/wife relationships.

Darren has a Bachelor of Science degree in Resource Economics from the University of Florida and is happily married with two sons.  He resides in San Diego, California.

Darren B. Todd is a registered representative with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG wealth Advisors and The Wealth Consulting Group are separate entities from LPL Financial.

David is a Wealth Consultant with 20 years of experience and joined the V Wealth team in 2019.  His core focus is on Client Education and Asset Management, working directly with clients to develop cohesive strategies to help meet their most complex goals and financial needs.  

Prior to working at V Wealth, David received his BS in Science from Villanova University, Master of Science Management from Troy State University, and CFP in 2011.  He is a retired US Naval Aviator and a Past Rotary President and Rotarian of the Year but still an active member.  He has served his time in organizations like Christmas in October as a team leader and board member and coordinated four Guatemala mission trips.

“Happy is the man who can make a living by his hobby” -George Bernard Shaw

As one of V Wealth’s first advisors, David Brozenic has played an integral role in the firm’s growth over the past decade.  David has helped shape the firm’s culture of putting clients first; he prides himself in giving top-level service to clients by being transparent and clear with the whats and whys of investment planning. It’s important to him that his clients are educated in the financial process and he wants them to feel prepared to make decisions based on the guidance he provides.

Previously, David worked for American Century Investments and has his degree from Missouri State University and holds his 6, 63, 66, 7, and SIE.

David is a lifelong KC resident and enjoys spending time with his wife, Lisa, and two children.  He is an avid golfer and supporter of the KC Chiefs and KC Royals.

“Investing is not about ‘timing’ the market, it’s about ‘time in’ the market” -Jim Stowers.

Debbie is our support for Branch Operations.  Her primary responsibility is ensuring our branch complies with all Securities & Exchange Commission (SEC) requirements.  She brings oversights to the appropriate person’s attention when they are spotted.  She assists in identifying how or why it happened and how our systems may be improved.  

Throughout her career in the financial service industry, she has served in many different positions in Banking and Wealth Management firms.  This has given her a broad overview of the branch operations in these organizations.  

When enjoying her time, you will find her visiting with her adult daughters and playing doting grandmother to her grandchildren.  She and her husband are avid travelers and always ready for a new adventure.

Diane has been licensed for 14 years.  Prior to joining LPL she has held positions at Fidelity and Merrill Lynch.  She holds FINRA series 7 and 63 through LPL Financial and the series 65 through WCG Wealth Advisors, LLC.  Communication and customer education are important to Diane as she believes these are the foundation to strong, long lasting relationships. She lives in Palm Springs with her husband Jack and their rescue dogs.

"Making a difference by building relationships of trust through education and guidance."

Empowering Advisors to Lead with Purpose

Matt Gilliam brings over 25 years of financial services leadership to The Wealth Consulting Group, where he is driven by a passion for helping others achieve and exceed their goals. His focus is on supporting advisors in building strong, sustainable practices rooted in holistic financial guidance. Through mentorship and collaboration, Matt plays a key role in fostering a positive, resource-rich culture where advisors can thrive both professionally and personally.

Throughout his career, Matt has remained committed to equipping advisors with the tools, strategies, and support they need to deliver meaningful impact in the lives of their clients and within their communities. His leadership is grounded in integrity, service, and a deep belief in the value of long-term relationships.

Outside the office, Matt enjoys spending time with his wife and their three incredible sons. He is also deeply committed to giving back, coaching multiple youth sports teams. For Matt, few things are more rewarding than helping young athletes grow through the powerful life lessons found in teamwork, discipline, and perseverance.

As a member of the Bair Financial Planning team, I provide essential administrative and operational support to our clients and the team. With a focus on enhancing the client experience, I assist in preparing the team for meetings, maintaining relationship management systems, executing on a range of client requests, and optimizing internal processes.

Originally from California, I bring a diverse background to Bair Financial Planning. After a successful career in executive recruitment, higher education, and startups in the U.S. and Asia, I decided to pivot my career toward my long-standing passion for financial planning.

With a Bachelor's degree from UC Santa Barbara and a dual Master's Degree in Global Economic History and Global Studies from the London School of Economics and the University of Leipzig, I have gained valuable insights and skills that contribute to our clients' financial well-being.

During my time in Asia, I had the privilege of leading admissions for the Asia School of Business in Collaboration with MIT Sloan and co-founding a boutique indoor cycling, strength and conditioning studio called Clubaloha.

Outside of work, I love traveling, exploring the ocean, spicy food, and spending quality time with my partner and our Rhodesian Ridgeback puppy!

I am originally from a small town in southeast Iowa and have been in the KC area for 13 ½ years. My wife, Becky, and I have 2 boys, Gabe and Nolan. I graduated from Iowa State University with a degree in finance. I began working with Banc of America Investments in 2002 until 2009 when I moved my practice to LPL Financial.

As a holistic financial advisor, the task is to fully understand a client's financial universe - to embrace the importance of what a client has built over a lifetime, their risk tolerance, goals & objectives. It's about the process of creating unique, client-specific solutions. I bring decades of wealth management experience, with a strong emphasis on portfolio management - using individual stocks. For wealthier clients, using tax-efficient, multi-generational wealth transfer strategies, to complement estate planning. For business owners, focusing on executive bonuses, executive retention strategies, succession, etc. All of my clients get the same attention, and I look forward to working with those interested in planning & executing strategies best suited for their circumstance

When not studying the stock market, I enjoy reading, traveling, the arts, spending time with family, and - of course - define loyalty by remaining a life-long Washington Redskins fan.

Eric Altenburg, AAMS, AIF, ChFC, CLU, is the President and Founder of Altenburg Asset Advisors, LLC. He has been delivering financial advice, education, and services since 1994. Previously, Eric served in the United States Submarine Force, concluding his military career as an E-7 (Chief Petty Officer) with a medical discharge in November 1993. 

Eric’s commitment to strong principles and a dedicated work ethic was deeply influenced by his upbringing and further developed during his military service. Through these experiences, he gained a lasting appreciation for hard work, personal ethics, honesty, integrity, and the importance of building enduring personal relationships. Colleagues and clients describe him as a thoughtful, deliberate, and hands-on professional who demonstrates genuine care for everyone he serves. He is committed to treating clients like family, not only by fostering strong connections and acting in their best interests, but also by consistently striving to offer the highest standard of professional, unbiased advice. 

Outside of his professional responsibilities, Eric enjoys spending quality time with family and friends. His hobbies include fly fishing, golf, participating in NHRA small tire drag racing, and enjoying activities with his grandchildren. Eric and his wife, Dolores, have been married since October 2000 and are proud parents of two children, as well as grandparents to Joseph, Theresa, Erik, and Jazmine. 

Eric earned his Chartered Life Underwriter (CLU) designation in 2002, followed by the Chartered Financial Consultant (ChFC) designation in 2003 from The American College. In 2013, he obtained the Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning, and in 2015, received the Accredited Investment Fiduciary (AIF) designation.

With over 25 years of experience in the investment industry, Erika brings a wealth of expertise to the Wealth Consulting Group. Specializing in qualified retirement plan design, recordkeeping, and plan consulting for employers, she is well-versed in a variety of retirement plans, including qualified and non-qualified plans, SIMPLEs, and IRAs. Erika’s advisory experience has provided her with deep insight into the fiduciary responsibilities of retirement plans and the critical importance of delivering effective employee education.

As a Certified Financial Planner® professional, Erika understands how vital company retirement plans are in both attracting and retaining top talent. She recognizes these plans as a crucial element of an employee's long-term financial success. Erika's extensive financial planning background also includes working with high-net-worth individuals to create comprehensive financial plans tailored to their specific needs.

Erika holds a Bachelor of Science degree in Accounting from Montana State University in Bozeman. A lifelong Montanan, she grew up on her family’s ranch on the eastern plains and remains deeply connected to her roots. While she enjoys exploring new places, Erika most often spends time with her daughter, embracing all the outdoor activities that their “backyard” has to offer.

Erin E. Clifford is a founding partner of Truly Aligned, a concierge family office offering comprehensive financial strategies and fiduciary services. As a highly skilled financial strategist, Erin acts as a fiduciary for clients who are eager to secure their financial future. With a specialization in working with small business owners, tech/sales professionals with stock options, high net worth individuals and families, and particularly powerful women, Erin brings a wealth of expertise in financial planning, tax reduction strategy, investments, insurance, coordination between subject matter experts, and cultivating a positive money mindset.

Motivated by a deep passion for empowering others through financial planning, Erin embarked on a career in this field after her own transformative experience. Graduating with an engineering degree, she found herself unsatisfied with her career despite the financial success it brought. Seeking guidance, Erin enlisted the help of a financial strategist who provided her with the courage, confidence, and sense of security to pursue her true passion. Inspired by the impact this support had on her own life, Erin realized her calling in supporting others to achieve not only financial success but also genuine happiness and fulfillment.

Erin takes a client-centric approach, going beyond the traditional numbers-focused advisory role. Recognizing the deep emotional connection people have with their finances, she offers a safe space to address significant financial challenges. Through her process, clients discover clarity and gain a profound understanding of the bigger picture, enabling them to make informed decisions and take meaningful action steps. By grounding financial decisions in personal values and aspirations, Erin helps individuals find purpose and meaning in their financial journeys.

In her personal life, Erin enjoys camping adventures with her fiancé and their goldendoodle, Grace. She has an insatiable curiosity for exploring consciousness, indulging in travel, cooking, and her fascination with math, physics, outer space, and especially, black holes.

Erin's mission is clear: to empower her clients and help them realize that financial decisions can be both empowering and enjoyable, rather than overwhelming and anxiety-inducing. While her passion lies in working with powerful women, including business owners, C-suite executives, and nurturing moms, Erin's guidance is open to all individuals seeking financial clarity and fulfillment.

Fiduciary services are with advisory client relationships only.

I hold a bachelors degree in Financial Services from Kansas State University. Go Cats! Prior to my role at Metcalf Partners I worked as a Wealth Consultant for a large National RIA headquarter in Kansas City where I worked with clients on a personal level helping design financial plans, asset allocation strategies and focus on new business development. I currently reside in Olathe, KS with my wife Shanna and our two Australian Shepherds, Harley and Koda.

I come to Heslin Wealth Management after 35 years in the financial and health insurance industries.  I was a bank branch manager for a number of years before moving to health insurance. Beginning in customer service  I worked my way up to executing and managing provider contracts. The interaction with my clients was my favorite part of my job.

I am a native of Louisville, Kentucky and have spent the last 12 years in Southern California, the last five in Palm Springs. In my time away from work, I enjoy reading, pickleball and exploring everything “Palm Springs”.

I look forward to working with the Heslin Wealth Management clients and continuing the high level of service they have come to expect from our staff.

Fred is owner and founder of Sundance Investments LLC. He is a registered Investment Advisor Representative with WCG Wealth Advisors. Along with being an Accredited Investment Fiduciary (AIF), Fred is also a licensed Life & Health Agent in several states and holds a Series 7 securities registration with LPL Financial and a Series 66 registration with WCG Wealth Advisors. He has been responsible for investment portfolio management, and client education and development since 2002. Fred received his Bachelor's and Master's degree in Business Administration with an emphasis in Finance. 

Prior to working with LPL Financial, Fred served at Farm Credit Services of the Midlands for 18 years. As a senior lender, he managed loan portfolio commitments with clients in Nebraska, Texas, Oklahoma, South Dakota, and Kansas. In his most recent position of Senior Vice President of the Agribusiness Finance Group, Fred supervised a team of eight senior lenders and support staff. Fred was involved in the start-up enterprise of the Thermal Design and Quantum Technologies group of companies which has developed energy saving solutions for the building industry for over 30 years. 

Community involvement is a priority for Fred, being active in several capacities including Lions Club International, United Way, Animal Shelter of Northeast Nebraska Board of Directors, Battle Creek State Bank Board of Directors, among many others.

Fremita is the Client Relations and Administrative Assistant for advisor, Jeff Weber. She brings over 25 years of customer service experience and focuses on operations, compliance, special projects, and works closely with our broker/dealer, LPL Financial, to assist clients. With her diverse and solid experience, she strives for excellence, innovation, and growth. Her main focus is to help manage daily administrative duties, including preparation and maintenance of client portfolios, responding to client inquiries and requests, and to make sure everything runs smoothly. With her enthusiasm, friendly attitude, and attention to detail, she is always ready to assist.

She has held a variety of challenging and rewarding positions in the banking industry such as Assistant Vice President and as Senior Personal Banker at local branches of a major bank in San Francisco. She placed a high priority on providing exemplary services to individuals and business clients alike by prioritizing their banking needs. She earned many individual service awards, but she finds building and maintaining long-term relationships with clients and colleagues the most rewarding.

She has been married with her husband Charles for over 25 years and has two wonderful children, Caitlin and Tyler of whom they are proud of. She enjoys spending time with family and friends, cooking, baking, and playing with their family dog Cassiel.

Gerry has over 50 years of experience in the financial services industry managing the needs and objectives of individuals and companies. He became involved in financial planning when clients started seeking answer to questions that he wasn’t prepared to answer.  After becoming a wealth advisor, he became an adjunct instructor at Adelphi University and taught a course titled “An Introduction to Financial Planning”.

While with an east coast regional broker/dealer, he managed the Financial Planning and Retirement Planning departments, providing guidance to over 600 Financial Advisors. Through his efforts, the first retirement plan administration department within a Wall Street firm was created. Gerry spent many years in the retirement plan marketplace, helping individuals and companies establish appropriate plans to manage their financial objectives.

Recognizing the need of the baby boomer generation was quickly changing from accumulation of assets to retirement income generation, wealth preservation, and the orderly transfer of assets to the next generation, he returned to his first love, working with individuals to manage the next phase of their lives. Mindful of current market conditions, Gerry focuses on his client’s objectives and risk tolerance, rather than an asset allocation model, to determine the selection of investment alternatives.

Through Wealth Consulting Group, he works with associates that he believes are some of the best minds in their field of expertise – investments, plan design assistance, and estate planning. Together, they have the combined experience and resources to manage even the most complex financial situations.

President of Franz Tatum Wealth Management and is a Cᴇʀᴛɪғɪᴇᴅ Fɪɴᴀɴᴄɪᴀʟ Pʟᴀɴɴᴇʀ™. She has been in the financial services industry since 1989 and is a native of the Coachella Valley. She has attended College of the Desert, California State University, San Bernardino and has completed the financial planning certification program through the Certified Financial Planner Board of Standards, Inc. (www.cfp.net). She has also completed the requirements needed to earn multiple FINRA securities licenses along with her State of California Insurance License.

Wealth management is a process that strives to unify all aspects of your life. The true meaning of wealth doesn’t revolve around what money can buy - it is a tool that allows you to live life on your terms. Gloria believes in providing clients with a long-term partnership that strives to provide them with the lifestyle they would like to live. Wealth management encompasses so much more than investment advice; it is a process toward building a secure financial environment. With this in mind, the trusted advisors at Franz Tatum Wealth Management believe in providing a friendly and professional atmosphere to all of their clients.

She believes in being an informed and active resident of the Coachella Valley. Her current activities include membership in the GFWC~Woman’s Club of Indio (www.wcindio.org) (Past President), and the Greater Coachella Valley Chamber of Commerce (www.gcvcc.org), is a commissioner on the Planning Commission and past member of the Citizen’s Finance Committee for the City of Indio (www.indio.org). Gloria also has the distinguished honor of being chosen as one of 2013’s Business Woman of the Year award recipient presented by Assemblymember V. Manual Perez and graduate of the 2002-2003 Leadership Coachella Valley program. This program looks to enhance the leadership skills of local professionals (www.leadershipcv.org). Since 2008 she is also a proud board trustee of the Coachella Valley History Museum (www.cvhm.org). Since 2015 she has had the privilege of being a community member on the Editorial Board at The Desert Sun (www.desertsun.com).

She believes in living her life with a positive outlook and a holistic approach to all aspects of life. She is part of large extended family and has the honor of having been married to Ruben A. Franz, since 1995 and she is proud to be a mom to their lovely daughter, Sophia.

Securities Licenses: Series 7/24/63/65

Series 7, 24 and 63 registrations held through LPL Financial. Series 65 registration held through WCG Wealth Advisors.

Securities registered in the following states:

AZ/CA/CO/FL/il/KY/LA/MA/MT/NC/NE/NM/NY/OR/TN/TX/WA

CA Insurance License: #0A46101

Gloria Franz is a registered representative with LPL Financial.

I am originally from Topeka, Kansas and now live in Blue Springs with my wife, Patty.  I have 3 sons and a daughter that are all grown up.  We love to travel spend time with family.  I am a CPA by trade and have been in the financial services industry for over 30 years.  

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!

Haylee joins the team as a Marketing Associate. She has years of customer service experience, most recently within the banking industry. Haylee is happy to be part of the Franz Tatum Wealth Management team as she can feel it’s a place that genuinely cares for each other and its clients. Her time is spent assisting with marketing through social media, special projects to enhance the client experience, and other administrative duties. She continues to work toward a degree in Business Administration.
 
Haylee is originally from British Columbia, Canada! However, being in the desert for almost ten years, she now calls the desert home. She will still tell you that she misses the ocean and beautiful greenery. Haylee enjoys adventuring, reading, crocheting, and spending time with her two dogs, Bella and Charlie, during her free time.

As the Chief Operating Officer, Holly Allin relies on her decades of experience and knowledge to help NaviGuide Wealth Partners run as smoothly and efficiently as possible. 
 
Holly is the firm’s go-to source for assistance and resources.  In maintaining all daily operations, she oversees the operating systems, develops and implements procedures, handles human resource tasks, and more.  She also works closely with clients as she is passionate about building long-lasting relationships and supporting wealth advisors in their goal of helping clients pursue financial freedom.  She fosters an environment of growth where clients and team members can prosper.  
 
In her spare time, Holly enjoys staying active.  Whether she is hiking in the local mountains, bike riding with her family, floating on the river, or at the dog park…she loves the outdoors. 

Jade Lee is a multidisciplinary creative with over eight years of experience in creative direction, graphic design, and multimedia storytelling. As Associate Creative Director, she leads the creative strategy and execution of visual communications, ensuring alignment with the firm’s brand identity and audience engagement.

Before joining The Wealth Consulting Group, Jade worked in marketing for a global corporation while simultaneously building a thriving freelance career in photography, videography, and mixed-media art. Her diverse background spans high fashion, music & entertainment, hospitality, social media marketing, and e-commerce, including collaborations with Grammy Award-winning artists.

Jade holds a BFA in Communication Design from Parsons School of Design. Based in New York City, she draws inspiration from surrealist art techniques and curating immersive creative experiences. Outside of work, she enjoys reading, traveling, music, fitness, and exploring new creative perspectives.

Jake Ceschin is the newest member to the PFC Advisory team in Scottsdale, AZ. Jake brings several years’ experience to the PFC team since his start in the industry beginning in 2017 after graduating from Arizona State University – W.P. Carey School of Business.  

Jake understands that financially preparing for that next step in life isn’t always easy. Knowing that you have a plan in place to reference and keep track of your goals as time goes on is a crucial step to financial wellness.  

In his free time, Jake enjoys spending time outdoors camping, hiking or fly fishing with his wife Audrey and their two dogs.  He also enjoys engaging in recreational sports such as ice hockey and golf.    

Jim seeks to carry out the firms’ mission and vision – to be considered the best company of its kind in the minds of clients and centers of influence, by serving as a resource for his clients and advisors of the firm in the areas of risk management, investment and retirement strategies. Jim is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and holds his series 6, 7, and 63 securities registrations with LPL Financial and series 65 securities registration with WCG Wealth Advisors.

With over 27 years of experience Jim’s expertise spans both the personal and small business owner markets. His professional advice, coaching and ongoing follow-up help each client make informed decisions and navigate continually changing financial markets. Jim provides his clients personal service and encourages them to rely on him to provide guidance as their Personal CFO.

Before joining WCG Jim came from New England Securities where he held several positions including Investment Specialist and Compliance Officer.

Jim lives in Albuquerque. He is an avid college basketball fan supporting his Purdue Boilermakers. He also enjoys traveling, NFL football and watching movies with his wife Rhoda.

Jamie joined the V Wealth team in 2020 as the Office Manager and since day one she has ensured that the office is a well-oiled machine.  She proactively oversees the many details that are not noticeable until systems are not working efficiently or are broken down.  This position allows her to utilize her passion for organization and attention to detail to assist anyone and everyone who needs her help. She is thankful to work with a great group of people who complement each other well with their diverse gifts and talents.

Jamie graduated with a Bachelor of Science in Nursing from the University of Missouri in Columbia.  After leaving the nursing field, she gained operational and administrative experience by running a family business and volunteering with her church.

You will find Jamie hanging with friends and family in her spare time, looking for the next new adventure or serving at her church.  

“Live as you want to be remembered.” 

Jana Ham works with individuals and families in all aspects of comprehensive financial planning. Her approach to financial planning draws on her background as a teacher and focuses heavily on educating her clients so they can clarify and prioritize their financial goals and align their financial decisions with their values. She engages in meaningful conversations with her clients to gain a better understanding of what is important to them. This foundation serves as a guide for Jana to help her clients make sound financial decisions for their future.

Before joining The Wealth Consulting Group, Jana retired from Embarcadero Systems where she served as the Vice President of Client Services. She was responsible for building and maintaining client relationships worldwide and delivering outstanding service in a timely manner—experience which easily translates to her financial planning practice.

A resident of Rancho Mirage, Jana holds a degree in education as well as California Life Insurance and Variable Insurance licenses. She is a registered representative with and holds her series 7 registration with LPL Financial. She holds her series 66 registration with LPL Financial and WCG Wealth Advisors. Jana is a member of Mission Hills Country Club where she enjoys playing golf with the ladies group.

CA Insurance License #0G39694

Jason is the Director of Trading and Research, bringing a strong foundation in economics, finance, and strategic analysis to his role. Born and raised in Pasadena, California, he earned his degree in Economics and Sociology from the University of California, Irvine.

Jason’s introduction to the world of finance came during high school when a neighbor who worked at a hedge fund shared insights into the industry. That early exposure sparked his passion for markets and the financial industry.

Outside of work, Jason prioritizes his family, friends, and keeping up with Los Angeles sports teams.

Jason Ehrlich serves as Chief Financial Officer and Head of Corporate Development for The Wealth Consulting Group (WCG). In this role, he guides the firm’s financial strategy and leads initiatives related to strategic growth, M&A, and partnerships. He also serves on WCG's leadership committee, helping guide the firm's long-term growth strategy.

Jason brings more than 15 years of experience as an investment professional focused on the financial services and wealth management industry. His relationship with WCG began in 2025 when he joined the firm’s Board of Directors, where he provided strategic guidance prior to joining the executive team. Before WCG, Jason was Managing Director and Head of Investments at Emigrant Partners, where he led investments in wealth management firms. Earlier in his career, he held roles at several leading private equity firms including TowerBrook Capital Partners, Onex Partners, Lightyear Capital, and Aquiline Capital.

Jason earned his Bachelor of Arts in Economics from Cornell University. Originally from Los Angeles, Jason now lives in New York with his wife and their two young children. He loves skiing & snowboarding, sports, cooking, travel, and just about anything outdoors – along with daydreaming about when he’ll actually have time for those hobbies again.

I am a Kansas City native that grew up in the Blue Valley School System. I am married to my wife Alyssa and have two girls, Lydia and Lauren. I was active in high school athletics, playing basketball and tennis. After high school, I attended and graduated from K-State with a degree in Business Administration and an emphasis in Financial Services. I became a Financial Advisor in 2004 and achieved the CFP® (Certified Financial Planner) credential in 2009 at American College. In 2011, I decided to start my own company, using LPL Financial as my independent Broker Dealer.

Jeff has over 19 years of experience in the financial services industry helping clients work towards their financial planning goals. Jeff started out his career in the 403(b) marketplace helping employees manage their 403(b) retirement accounts. In 2005 Jeff transitioned from the 403(b) market to offering comprehensive financial planning services. Jeff offers holistic planning services which focuses on his client’s finances, goals, lifestyle, and ideals. Jeff is diligent in his assessment of each client’s unique set of circumstances, and works closely with them to help them articulate their needs, and identify strategies to work towards their goals. Jeff explains that “Financial planning is a very personal experience, like going to see a doctor, or a counselor. When someone shares their concerns, hopes, and dreams about their financial lives, you have to take that very seriously. My clients put their confidence in me, and I help them toward a sense of confidence.”

Jeff strives to hold himself to a fiduciary standard with clients always keeping their best interests at the forefront of his recommendations. Jeff uses a fee based financial planning approach which allows him to be personalized in his product recommendations.

Jeff received his Bachelor’s degree from the University of California at Santa Barbara with a double major in Business Economics and Art History. Jeff grew up in the East Bay and now

Jeff resides in Burlingame with his wife Cherry Ann, and thirteen-year-old daughter Sophia. Jeff spends most of his free time watching his daughter practice gymnastics and violin. He also enjoys spending time with family and friends, trail running, mountain biking, swimming, and traveling.

Jeff brings a thorough approach to financial planning beyond focusing on investment returns to show how appropriate decisions can increase value. A diligent problem solver and candid communicator, he works with each client to determine what true financial freedom looks like and how to pursue short- and long-term goals. Jeff is also responsible for ensuring the V Wealth team has the most up-to-date technology that adjusts to changing trends and provides the best information and analysis.  

Previously, Jeff spent 20 years in the agriculture industry as a grain trader for Scoular, where he led operations and logistics for multiple elevators. He also was engaged in business development, helping to acquire and integrate new businesses. Seeing an opportunity for a transition, he decided to pursue his lifelong fascination with financial markets by joining Waddell and Reed as a financial advisor, followed by a move to V Wealth in 2019. 

Jeff grew up in southwest Kansas and graduated from Kansas State University. He and much of his extended family now live in the Kansas City area where he enjoys participating in community activities.

Jeffrey Haskell is an LPL Registered Principal and Financial Advisor of Haskell Wealth Management. He has been helping clients since 1993. Jeff has taught thousands of investors and business owners advance techniques and strategies that aim to help them grow their assets, protect their wealth, and pursue financial success. His passion is to create family legacy that is passed down to generations.

Jeff has called the Coachella Valley home since 1974 and is currently serving as a Board Member for the Palm Springs Policy Aero Squadron, and has served as a Board Member of the Palm Desert Chamber of Commerce. He has earned his Private Pilot license which allows him to fly to client meetings out of the area.

He has been married 30 years to his lovely wife, Laurie. They have one daughter, Ramsie, who keeps them both busy with sports, including swimming and water polo.

Jena joined Truly Aligned Inc. and WCG in 2023 as an Operations Manager. She has worked in the financial services industry since she graduated from the University of St. Thomas in St. Paul, MN in 2021 with a degree in Financial Management. She is driven to providing the best service to clients and helping them achieve their financial goals.

In her free time, she enjoys spending time outdoors with family and friends, running, cooking, and traveling.

Jennifer’s commitment to excellence, friendly nature and enthusiastic attitude set her apart as an exceptional Client Service Associate.  She is thorough, detail-oriented, and enjoys interacting with clients. 

As a member of the Constantino Callender Team, Jennifer allows us to expand our level of service, education, and coordination to address your wealth management needs. A collaborative strategic partner, she is adept at streamlining and improving the client experience.

Jennifer brings comprehensive experience in executive level support, service, communication, advertising, operations, and sports entertainment.   A competitive tennis player and natural athlete, she understands the importance of teamwork in sports, life and client service.

Based in our Las Vegas office, she works closely with clients and the Constantino Callender Team to coordinate meetings, establish accounts, online account access, contributions, and distributions, including required minimum distributions (RMDs).  Jennifer works with the team to organize client appreciation and educational events.

Born in Lodi, CA, Jennifer has lived in Washington, New York, Connecticut, and moved to Las Vegas with her husband and two daughters in 2014. In her free time, she enjoys camping with her family, hiking, tennis, volleyball, cycling, horseback riding, and reading.

Jennifer Han Malek has provided investment and financial advisory services to individuals and businesses since 1998. Jennifer specializes in Investment wealth management, retirement and estate planning, succession and protection planning. Jennifer joined LPL Financial in 2006. LPL Financial gives independent financial advisors a dynamic platform with a wide array of products and services to meet the special needs of our clients. Previous to joining LPL Financial, she was a Financial Advisor for Woodbury Financial and Prudential Financial.

Jennifer establishes strong values of trust, loyalty, hard work, and follow-through in her work with clients. Her passion is sharing her time and financial insight with her clients, with whom she builds strong, lasting relationships based on mutual trust. Jennifer’s professional registrations include the FINRA Series 6, 7, 24, and 63 registrations held with LPL Financial and the Series 65 registration held with WCG Wealth Advisors. She also holds her CA Life & Health license and a Registered Financial Consultant(RFC) designation.

Jennifer earned a Bachelors of Science degree in Finance and minor in Economics from California State University Los Angeles,and is a member of the National Association of Insurance and Financial Advisors (NAIFA). Family is the core of Jennifer’s life. She shares her life with her husband and their three children. Jennifer also enjoys many sports activities, travel, and friends.

CA Insurance License: #0C04404

Having grown up in a suburb of Orlando, Florida, Jeremy came to Las Vegas in the fall of 1996 as an 18-year-old college freshman on a full scholarship to play golf for the University of Nevada, Las Vegas. His career at UNLV was full of accolades as he was the MVP of their 1998 National Championship team. His success wasn’t just limited to the golf course as he remains the only student-athlete in UNLV history to be both a three-time All-American and a three-time Academic All-American. His accomplishments earned him an exclusive spot in the UNLV Athletic Hall of Fame in 2010.

With his bachelor’s degree in Business Management in hand, Jeremy embarked on a professional golf career in 2000 that saw him become the only member of that class to qualify for the PGA Tour in 2001. Jeremy would go on to play professionally for nine seasons on both the PGA Tour and (then) Nationwide Tour. In 2009, he retired from professional golf to pursue his other dreams in life.

Jeremy has always had a passion both for business and for helping others. After the financial crisis in 2008, Jeremy recognized that his experience as a client could be used to benefit others by “sitting on the other side of the table” as an advisor. As a result, he joined the financial services industry in 2010 as a financial advisor at Merrill Lynch Wealth Management in Las Vegas. After seven years at Merrill Lynch, Jeremy came to work with the Wealth Consulting Group in 2017 as a part of CEO Jimmy Lee’s team.

Jeremy remains very engaged in the philanthropic community in Southern Nevada. He is the current President of the UNLV Rebel Golf Foundation, is a member of the Board of Trustees for the Southern Nevada Sports Hall of Fame, and is on the Las Vegas Golf Hall of Fame board. In addition, he volunteers his time and talents with the Boys and Girls Clubs, Junior Achievement, and Communities in Schools.

In his free time, Jeremy also enjoys hiking, public speaking, reading, and cooking.

Jeremy Anderson is solely an investment advisor representative of Wealth CG, and not affiliated with LPL Financial. 

With more than 22 years of professional investment experience, Jim has experience as an advisor, in building and overseeing multiple advisory platforms, and in managing two mutual funds.

Jim has built fundamental, risk-based, and quantitative investment strategies using mutual funds, ETFs, and equities as well as those focused on alternatives or technical analysis. He has built models emphasizing active management, passive management, a blended Core-Satellite approach, and single or multi-factor approaches.

More recently, Jim helped oversee the portfolio management, analysis, and due diligence for $4 billion of managed assets at Allworth Financial.

Jim holds the Chartered Financial Analyst® designation and the Chartered Market Technician designation. He also is a full member of the Chartered Alternative Investment Analyst Association®. He graduated with a Bachelor of Science in International Business Management from Brigham Young University –Hawaii with Mandarin as the foreign language. Prior to college, Jim served a two-year mission for his church in the Philippines. He speaks fluent Tagalog. 

Jim loves nature, reading, writing, hiking, good movies, and going to the lake, river, or beach with his family and dogs.

Disclosures:

Jim Worden is an Investment Advisor Representative of WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. He is not affiliated with LPL Financial, LLC.

With over 37 years of experience in the financial services industry, Jim brings extensive knowledge and expertise to his role. Born and raised in sunny South Florida, Jim began his career on Wall Street in 1987. Since then, he has navigated diverse roles, including principal and supervisory positions, honing his skills and deepening his understanding of the intricate workings of the financial industry.

Jim's expertise lies in providing strategic advice to high-net-worth individuals and corporations. His approach is rooted in a deep understanding of his clients' needs, which he addresses through comprehensive financial planning, tax and risk mitigation strategies, and diverse investment management strategies. Jim's commitment to his client's best interests is unwavering, a testament to his integrity as an Accredited Investment Fiduciary (AIF®). He strives to deliver solutions that align with his client's financial objectives, creating customized portfolio strategies and monitoring their performance to ensure they align with his client's goals.

Jim's deep understanding of corporate retirement plans extends beyond his practical experience. He holds the prestigious C(k)P® Certified 401(k) Professional Designation, which recognizes his combination of substantial practical retirement plan management and completion of a comprehensive and highly specialized educational program. This dedication to excellence further strengthens his ability to serve as a trusted advisor to corporate entities and high-net-worth families while navigating the regulatory landscapes.

Jim moved to Houston in 1992 and resides in Sugar Land, TX, with his wife, who owns a successful women’s healthcare practice and is a gynecologist. His daughter currently attends the University of Cincinnati, and his son attends the University of Houston. 

As the Founder and CEO of The Wealth Consulting Group (WCG), my mission is simple and unwavering: to Make Life Better for the clients, team members, and communities we serve. Guided by our vision to positively impact more than 100,000 lives, I lead WCG with a deep sense of purpose, gratitude, and commitment.

My career in financial services began in 1995 after earning a BS in Managerial Finance from the University of Nevada, Las Vegas. From day one, I have been self-employed—an entrepreneurial path that shaped my belief in independence, responsibility, and service. After nearly two decades managing branch offices and supervising advisors at two Fortune 100 firms, I launched WCG’s current business model in October 2014 as an independent SEC Registered Investment Advisor, providing brokerage services through LPL Financial.

I am proud of the growth of our firm and the industry recognition WCG has earned, including being named one of Barron’s Advisor Top 100 RIA Firms in 2025. I am frequently invited to share insights on investing, markets, and the advisory landscape with major financial media outlets such as CNBC, Fox Business, BBC, BNN Bloomberg, Reuters, and the Schwab Network. My commentary has also been featured in the Wall Street Journal, Bloomberg, Financial Planning, and Forbes, and I am honored to be recognized individually as a Forbes/Shook Best-in-State Financial Advisor.

I am deeply grateful for the incredible team at WCG and the clients who trust us with their financial futures. I believe wholeheartedly in the work we do—and in the real, tangible difference we can make in people’s lives.

Giving is also core to who I am. I helped launch the WCG Academy of Business and Entrepreneurship at Faith Lutheran High School, support the UNLV Foundation, and contribute to several charitable initiatives, including organizations that serve our Veterans.

Every day, I am committed to learning, improving, and expanding the impact WCG can make—one relationship, one family, and one community at a time.

Joe is a Managing Partner with the firm and member of the Investment Strategy Committee. He has been a financial advisor for more than 15 years. In addition to serving the needs of small business owner clientele, he coaches small business owners and facilitates Leadership Development in his church, Sagebrush Community Church. Joe believes these experiences and perspectives translate well to the financial services arena. Joe’s experience spans both the personal and small business owner markets. He serves as a resource for business owners in areas of investment and retirement strategy development and risk management. His professional advice, coaching and ongoing follow-up help each client make informed decisions and navigate the ever-changing financial markets. Joe provides his client’s personal service and encourages them to rely on him as their preferred financial advisor.

Joe lives in Albuquerque with his wife Theresa and enjoys biking and traveling, with his free time.

Joel's career in financial service began immediately after his graduation from Drake University (Finance) in 1991 when he joined Mass Mutual Life Insurance Company. His training included aspects of risk management, investment planning and estate planning with an emphasis on retirement planning. Through this emphasis, Joel became an Investment Specialist with Mass Mutual. There he worked as the go to person for all investment/securities related questions, was a liaison with the home office in Massachusetts and was a backup supervisory licensed representative.

In this light, Joel spends his time counseling pre‐retired and retired individuals as well as corporations seeking advice and consulting services with an emphasis on retirement, tax, investment and estate planning. After 15 years with Mass Mutual, Joel made the decision to join DFG in 2005 to provide his clients the potential benefits of a truly independent financial planning firm. In 2021, Joel joined the Wealth Consulting Group, and became a Registered Representative of LPL Financial. Joel is also a member with Retirement Plan Advisory Group (RPAG), a frontline alliance of accomplished advisors whose goal is to produce enhanced value for sponsors of and participants in qualified and non-qualified retirement plans. As the nation's largest provider of retirement plan consulting, RPAG provides practice management for 370 subscribing firms, 740 advisors in 45 states, 21,000 plans and $86 billion in collective assets under advisement.

Joel and his wife, Trish, were married in 1992 and together have 2 children, Brennan and Lauren. In his spare time, Joel enjoys golf, trips to the lake and is a long-time fan of the Iowa Hawkeyes! Joel believes his clients are better served when they can make informed decisions and takes pride in his ability to turn complicated concepts into understandable action items.

"RPAG is not affiliated with The Wealth Consulting Group, WCG Wealth Advisors, LLC, or LPL Financial"

Jordan officially joined the Gen4 Wealth Advisors team after graduating in May 2023 from The School of Business at The University of Kansas with a Bachelor of Science in Finance. He is also a 2019 graduate of The Barstow School in Kansas City, Missouri. Prior to becoming a Series 7 Licensed Representative* and an Investment Advisor Representative** in the Fall of 2023, Jordan spent two summers as an intern. His internship provided him with the opportunity to gain a greater perspective and appreciation for the complexity and intricacies of wealth management. Jordan’s primary focus includes the Millennial, Gen Y, Gen Z generations and beyond.

In addition, he assists with the daily operations of Gen4. While at The University of Kansas, Jordan was an active member and officer of the Kappa Sigma fraternity, as well as a community volunteer for Best Buddies, a philanthropic social activity program for mentally challenged adults. When not in the office, Jordan enjoys time with family and friends, traveling, honing his tennis skills, and the great outdoors. He’s an avid competitive sports fan, cheering on KU basketball and football, The Kansas City Chiefs, Las Vegas Knights hockey, and his favorite international soccer teams. Jordan believes his knowledge and compassion offer clients a unique perspective as together they embark on their financial journey now and for years to come.

* Registered with LPL Financial

** Registered with Gen4Wealth Advisors

Joshua is a Wealth Consultant who joined the V Wealth team with over ten years of experience in the financial industry.  He strives to make his clients feel comfortable by breaking down the financial jargon to educate them on their decisions.  Joshua’s favorite part of being a Wealth Consultant is seeing the sense of relief come over a client’s face when a plan is presented based on a strategy to help them achieve their goals.

Joshua grew up in Central Kansas on the family farm.  After earning an accounting degree from Kansas State University, he moved to Washington, DC, where he worked on Capitol Hill and earned a master’s degree from The George Washington State in Public Administration.  While on Capitol Hill, he had his first foray into the finance world working on behalf of the U.S. House Financial Service Committee member.

You may see Joshua on his boat at the lake or messing around in his yard during his time out of the office.

Julia McCormick, CDFA® RICP® CFP® is a dedicated Personal CFO focusing on holistic wealth management. 

Julia is passionate about helping her clients reach their retirement, accumulation, and business goals through formulating and implementing holistic financial plans. She sets herself apart through detailed cash flow planning and a talent for creating wealth management plans that reflect her client’s values.

As a Retirement Income Certified Professional® and Certified Financial Planner™, she works with individuals, families, and small business owners. As a Certified Divorce Financial Analyst®, she is experienced in helping clients with their financial roadmaps during and after a divorce.

In addition to her work as a Personal CFO, she is a violist, playing in many Des Moines ensembles and an advocate for the live music scene in Des Moines. Julia and her husband, Kyle, and their three boys are proud residents of Urbandale, IA.

Kaden joined the Reinert Wealth Management team in June of 2024.  He is a recent graduate of Kansas State University where he majored in Personal Financial Planning and obtained a strategic selling certificate.

Kaden was drawn to the impact financial planning can make in individuals lives by helping them achieve whatever is important to them. He enjoys how our team helps clients in every aspect of their financial life and the attention to detail we give our clients. This process not only brings tremendous value to our clients, but also enables our team to learn and grow from every new situation.

In his free time, you may find Kaden golfing, walking his dogs, or reading a good book.

Karina Rodriguez is the Client Services Manager at The Wealth Consulting Group, Rancho Mirage office. She partners with advisors to provide support on administrative tasks and client management functions.

Karina has over nine years of experience in the financial services industry. Before joining LPL, she serves as an Operations Manager at an LPL branch office, with the dual role as a senior sales assistant. She understands the daily operational challenges that clients, their families, and their businesses encounter and is dedicated to managing and guiding a seamless client experience.

Karina is an Arizona native and a new resident of Surprise, Arizona, with her husband, Joseph. She enjoys spending time with her family, traveling, sports, and exercising.

Kellie utilizes her extensive experience in business, marketing, finance and human resource management in the client services department at Yerba Buena Financial Partners.

Kellie lives in San Rafael and when she isn’t assisting our YBFP clients, she enjoys hiking, biking, fine dining and wine tasting.

When you call YBFP, Kellie is your first point of contact. Please feel free to contact her anytime.

Kim N. Huber is a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor with over 20 years of experience working with business owners, women and families. She strives to deliver more than just a good return on your investments.  She is also dedicated to guiding you through life’s critical financial junctures.  She gets to the heart of the issues and make the complex simple.

Since 1995, Kim has guided clients through good markets and bad, while striving to deliver meaningful and measurable results. She builds, maintains and tracks investment portfolios with an emphasis on suitable investments and sustainable and socially responsible investing.

In today's ever complicated financial world, it's important to have a team of experienced advisers working together on your behalf. Kim can collaborate with your existing advisers as well as help you build a coordinated team of professional advisers that may include CPA's, attorneys, business advisers, real estate agents, mortgage brokers and insurance agents.

Since 2006, Kim has been active with Soroptimist International of Chico, an international volunteer organization dedicated to improving the lives of women and children in the local community and around the world. Throughout her membership, she has held many Board of Director and Committee Chair positions.

Kim Huber is a registered representative with LPL Financial.

LPL Financial and Embrace Wealth Management are separate entities.

Kimberly is a financial advisor with The Wealth Consulting Group. She began her career in 1990 in Chicago as a CPA in public and private accounting working in auditing and taxation. Transitioning into financial advisement, her Series 7, 66, and life insurance licenses allow her to use a holistic approach in addressing risk considerations as well as portfolio investing. Her niches include small business owners and families, medical professionals, divorced and widowed clients, employees preparing for and navigating retirement, as well as those ready to begin their investment journey. Kimberly’s passion lies in hands-on client service, clear communication, and customized meetings with a collaborative approach to financial advisement.

Completing her MA in Communication in 2016, Kimberly is also an adjunct professor of Strategic Business Communication with the online MBA program at Rice University. She taught Public Speaking, Social Media Strategy, and Organizational Communication at the University of New Mexico for 7 years. In addition, she speaks professionally at conferences, giving workshops on related skills. 

Kimberly lives in Albuquerque and is a proud mom of three grown-and-flown, amazing children. If her free time she enjoys fitness, wine tasting, movies, hiking, family time and travel. 

As a CERTIFIED FINANCIAL PLANNER™ Professional, Kimberly with over 10 years of experience is a reliable resource for developing financial plans that align with clients' values and priorities throughout all life stages. From college planning and navigating retirement to estate planning and risk management, Kimberly creates confidence, clarity, and balance along the way.

She is dedicated to building strong, lifelong relationships by providing thorough assessments and delivering personalized strategies with a high level of client service. Helping individuals and families reach financial freedom is her passion.

Kimberly proudly graduated from The University of Texas at Austin with an Economics degree and a Business Foundations Certificate from the McCombs School of Business. In her free time, you'll find her jet-setting around the world with her husband and daughter or at home cuddling with her two dogs.

President of Anchor Wealth Management Group, LLC

Kim is President and founder of Anchor Wealth Management Group, LLC and has over 30 years of financial services experience. She has served her clients as an independent wealth advisor since 1991. Her focus is to serve as your personal CFO, seeking to bring a full spectrum of wealth management capabilities and resources necessary to address your complex financial needs.

Some of Kim’s achievements include: Five Star Wealth Manager Award as featured in Palm Springs Life Magazine for years 2012, 2013, 2016 - 2021. She holds the Series 7, 24, and 63 securities registrations with LPL Financial, the Series 65 securities registration with WCG Wealth Advisors, and is registered to transact securities business with residents of the following states: AR, AZ, CA, CO, FL, ID, MI, NV, NY, TX, and WA. She also holds a California insurance license. Kim earned her Bachelor of Arts degree in Communication Studies with an emphasis in business from California State University Northridge.

Raised in Michigan, Kim moved to the desert in 1982 and graduated from Indio High School. Kim is a strong community services advocate. She serves as an advisory board member for the Cathedral City Salvation Army Corp, is a past board member for the Palm Desert High School PTO and PDHS Foundation board member.

Five Star Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2016 - 2021 Five Star Wealth Managers.

Kimberly Safoyan is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor. WCG Wealth Advisors, LLC and Anchor Wealth Management Group, LLC are separate entities from LPL Financial.

CA Insurance Lic#0A73889

Kory’s practice focuses on multi-generational wealth management and provides financial planning to professionals, business owners and individuals. His background and experience has allowed him to help implement and communicate strategies in wealth accumulation, tax reduction strategies using qualified retirement plans and to help provide risk management profiles.

Areas of experience for both Kory & his partners would include the following:

• Corporate Retirement Planning
  • ESOP
  • 401(k)
  • Defined Benefit Pension Plans
  • Deferred Compensation
  • Profit Sharing
• Charitable Giving Strategies
• Estate Conservation Strategies
• Education Funding Strategies
• Fee Based Wealth Management
• Pension Transfers/Rollovers
• Financial Planning
• IRA Services
• Annuities
• Life Insurance
• Long Term Care Insurance
• Mortgage Protection (funded by life insurance and disability income insurance)
• Lump Sum Pension Distribution
• Mutual Funds, ETF’s and Stocks
• Tax Sheltered Annuities, 403 (b) Plans
• Group Benefits
• Income generating strategies
  • CD alternatives
  • Individual Bonds
  • Brokerage CD’s
  • SPIA’s
  • REIT’s
• Alternative Investments

Organizations Kory participates in or has supported in the past would include:

• The Chandler Compadres, active member and past Board Member
• Boys & Girls Clubs of the East Valley
• Future Farmers of America
• Easter Seals of Arizona, past Chairman
• Arizona Brain Food

Kory & his wife, Pam have resided in Chandler since 1993 with their two children, Kody & Mackenzie. Both Kory and Pam are actively involved in various organizations in Chandler. In his spare time he enjoys Cycling (both mountain and road), Skiing and Golf.

Kray brings over a decade of diverse experience in health care and customer service to his role as Client Services Specialist. A juggler of projects, he is dedicated to providing top-notch service to our clients. He enjoys the diversity of our clients and getting to know and work with them.

Kray was born and raised in Ewing, Nebraska. He relishes in the good life that Nebraska has to offer. In Kray’s free time, you can find him hitting the volleyball court or enjoying 9 holes of golf with friends. 

He is a sports enthusiast who enjoys staying active. He also loves spending time with his nephews and his sidekick Lenni the bloodhound. 

As a CERTIFIED FINANCIAL PLANNER™ Professional, Lan specializes in comprehensive wealth management for both individuals and closely held businesses. She received her Finance undergraduate degree from San Jose State University, started her financial advising career in 1995 with John Hancock, and joined LPL Financial as an independent advisor in 1998.

Lan’s experience also includes mortgage brokerage and banking since 1990. With ongoing education to strengthen her knowledge and skills, Lan is committed to provide superior service to her clients. She takes pride in her professionalism and integrity as her clients’ best interests are always placed first.

Lan is currently living in San Jose with her husband of 26 years and their two children, Nathan and Madison. Aside from outdoor activities & traveling with her family, she also loves antiques, writing & music. Lan’s family supports various non-profit organizations and helps out local charities with focus on assisting children and seniors whenever time permits.

CA Insurance Lic. # OB50063

Lan is a registered representative and offers securities through LPL Financial

Laura joined The Wealth Consulting Group in 2023.  In addition to welcoming clients into the office, she coordinates the firm’s corporate events throughout the year and manages the Las Vegas office.   

Laura has spent her career in the Financial Services industry, blending industry knowledge with a passion for connection and creativity. She has worn many hats throughout her career.  Known for her professionalism and innovative approach, Laura seamlessly combines her expertise with a creative spirit to deliver exceptional results and service.

She has served on Boards for various non-profit organizations including the Discovery Children’s Museum and Assistance League® of Las Vegas.  In her spare time, she enjoys spending time with family and friends, traveling, gardening, biking and reading.  

Laura joined Altus Investment Group in 2012 to form a partnership with founder Dave Woolpert. In 2017, she became owner of the firm. Laura has more than 30 years of financial and investment industry experience, and has been an independent financial advisor since 2003.

Prior to practicing individual wealth management, Laura served as Portfolio Manager for Portsmouth-based Citizens Advisers, the Adviser to Citizen’s Funds. Citizens Funds, at the time, was one of the nation’s oldest and largest socially responsible mutual fund companies. She was also a Portfolio Manager for Boston-based John Hancock Advisers, where she co-managed five closed-end mutual funds.

Laura has her undergraduate degree from University of New Hampshire, Durham; Master of Business Administration from Babson College, Wellesley, MA. Committed to her community, she serves on the board of the McAuliffe Shepard Discovery Center, an air/space museum in Concord, NH.

Laura lives in Manchester with her wife Joy.

Altus Investment Group is not affiliated with LPL Financial.

Lauren joined Progressive Financial in 2024 bringing 18 years of experience in the Investment industry. Her past roles include Operations, Client Service Associate and Executive Assistant. Lauren is dedicated to promoting a valuable client service experience and growth opportunities for the firm.

Lauren, an Arizona native, enjoys reading and spending time with her husband and daughter camping, hiking and enjoying the outdoors.

Lauren is not licensed, registered, or affiliated with LPL Financial.

Lindsay began her career in financial services in 2001 at Ameritas Investment Corp. (AIC). Lindsay held a variety of positions during her tenure with AIC including Business Development, Sales Manager and Office Manager, Sales Support for AIC's Retail department. Lindsay joined Cetera Advisors LLC in 2016 as a Field Training Consultant. Lindsay believes that planning your finances should be fun and informative. 
 
Lindsay joined Sundance Investments LLC in September 2018. Lindsay holds Series 7 and Series 24 securities registrations through LPL Financial and a Series 66 registration WCG Wealth Advisors. Lindsay is a registered principal and representative with LPL financial and provides advisory services through WCG Wealth Advisors. Lindsay is an Accredited Investment Fiduciary (AIF). Lindsay graduated from the University of Nebraska - Lincoln where she earned her Bachelor's degree. She spent a year studying abroad in Germany through an exchange program at the Humboldt University of Berlin.
 
In her free time Lindsay enjoys spending time her husand Cory, son Kason, and their dogs All Star, Lucky, and Bateman.

Lisa Mitrovich is The Wealth Consulting Group’s VP of Operations. Lisa joined the firm in 2009. She oversees the day-to-day operations, leads custodian relationships, runs advisor onboarding and transitions into WCG, runs advisor regulatory registrations, assists with supervisory roles in compliance, and leads our advisor admin support platform.

She holds the FINRA Series 7 and Series 24 securities registration through LPL Financial and the Series 66 registration through LPL Financial and WCG Wealth Advisors, LLC.
Lisa was born and raised in San Diego, CA. Her personal interests include camping, hiking, traveling, and spending time with her family.

Email Lisa Mitrovich: lisa@wealthcg.com

Lisa Mitrovich is a Registered Representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC.

Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.

Lynn Bilodeau is a wealth advisor who specializes in estate planning issues as he has background as an estate planning attorney.

When working as an estate planning attorney Lynn often worked alongside financial advisors and planners. Because so many clients were asking him for input on financial decisions, Lynn decided to branch out into the investment arena in 2008 having earned the Series 7 securities registration which is held through LPL Financial and series 66 held through both LPL Financial and WCG Wealth Advisors, LLC. He also holds Life, Health and Variable Annuity, Disability and Long-Term Care insurance licenses in Oklahoma. Lynn is a partner at Edmond Wealth Management and is an Investment Advisor Representative with WCG Wealth Advisors, LLC.

Lynn graduated from the University of Central Oklahoma, formerly Central State University, in Edmond and attended the University of Oklahoma School of Law. He raised three children, all of whom live close by, and come over for dinner regularly. He also has two stepchildren and three grandchildren. He has always said the most fun he had at any job was that of being a father. Lynn and his wife Sherri love to host the extended family gatherings at their Guthrie home. Lynn loves to work on classic cars, doing restoration and mechanical work.

Lynn & Sherri have become very involved in their Guthrie Community. Lynn chairs the Historic Preservation Commission. They recently formed a nonprofit, the State Capital Publishing Museum, for the express purpose of acquiring the State Capital Publishing Museum building from the State of Oklahoma (OHS) for purposes of restoring the building, and re-opening it as a museum. The new nonprofit now has ownership of the building and is working with an 8-member Board of Directors to begin restoring the building. Lynn serves as the unpaid CEO of the Corporation.

You could say that being a financial advisor is actually Lynn’s fourth vocation. He was a youth minister for eight years, started and owned an auto repair business for seven years (which his nephew still owns and operates), and has been practicing law for over 30 years. He considers being a financial advisor an impactful way to leverage his estate planning background.

With almost twenty years of experience in the financial services industry, Marc is a professional who cares about the best interests of his clients. Marc prides himself on the meticulous care and attention he gives every client. In January of 2015 Marc co-founded Fides Wealth Strategies Group. While researching the appropriate name for our new firm we found that the Roman concept of fides meant reliability or a sense of trust between two parties. It seemed to be a solid meaning of who we are and appropriately represents us.

Marc’s practice has developed from assisting clients with their long-term care insurance needs to comprehensive financial planning. "I had clients who were getting advice from their CPA, attorney, and their broker. I feel there is a lot of overlap in these three disciplines. What I found is that the vast majority of people are looking for an adviser to bring together all of this. They want someone who can work with their professionals and ultimately provide them with a comprehensive financial plan which is both practical and useable."* Marc then took this experience to the airwaves where he co-hosted "Your Family Matters" Saturday’s at 12:00 p.m. on KCBQ AM 1170 for seven years. Marc has been a featured seminar speaker on planning techniques and also many venues as part of his role on KCBQ and KPRZ radio.

A San Diego native, Marc, his wife Kim, and seven children live in the Rancho San Diego area.

CA Insurance License #0C15262

Marc Gallo offers investment advisory services through WCG Wealth Advisors (WCG), a SEC Registered Investment Advisor. WCG, The Wealth Consulting Group and FIDES Wealth Strategies Group are separate entities from LPL Financial.   

WCG employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under the name WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

Marc A. Gallo is solely an investment advisor representative of WCG, The Wealth Consulting Group, and not affiliated with LPL Financial.

Marci Bair, CFP®, President & Founder of Bair Financial Planning and Vice President with the Wealth Consulting Group is a native of San Diego and a CERTIFIED FINANCIAL PLANNER™ Professional with over 23 years of experience in working with LGBT Executives, Female CEO's and attorneys, as well as successful Business Owners to help them work towards their goals and pursue what's important to them.

We also specialize in investing in companies that have a positive impact on our environment, are socially responsible and have high corporate governance policies (ESG). We think different, we invest different. Where investing money meets making a difference.

As a boutique wealth management firm with national resources, Marci and her team have created a comprehensive practice for high net worth individuals and families.

Marci becomes a client's personal CFO to help clients with all of the critical personal responsibilities of managing their finances that they don't have the time or interest to do. This would include managing their investment portfolio, stock options, retirement plans, personal and corporate insurance and employee benefits.

Using a consultative approach, the goal of our team is to give our clients the guidance they need to help them retire securely and accomplish what is important to them.

Marci is often called upon to speak to corporations and associations on a variety of financial and retirement planning subjects. She is also well respected in the San Diego community and has been recognized by many organizations throughout the years for her community involvement and business success.

Marci is a CERTIFIED FINANCIAL PLANNER™ Professional and holds Securities Registrations: Series 6, 7, 22 & 63, Registrations held through LPL Financial, and also holds Health, Life & Disability Insurance licenses.

On the weekends you can find Marci and her wife enjoying the San Diego weather, and watching their kids play in their football or basketball games, or on the golf course.

Marci Bair is a registered representative with and securities offered through LPL Financial. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors, The Wealth Consulting Group, and Bair Financial Planning are separate entities from LPL Financial.

The return on ESG investments may be lower than if the adviser made decisions based solely on investment considerations.

CA Insurance License:  0A95926

Maria Lee first started in the financial service industry about 16 years ago. She joined Jim Brown and Joe Redmond’s team in Albuquerque 2013. Her job duties includes supporting her team, client maintenance and operations. Maria received her degree in Business Administration – International Business with Schiller International University in 1994.

During her spare time Maria enjoys working out, photography, going to concerts, road trips, hiking, beer and wine tasting and spending time with her son and friends.

Maria Kiner is solely an investment advisor representative of The Wealth Consulting Group, and not affiliated with LPL Financial.

Mark is the Chief Investment Officer and the Managing Partner of the Phoenix branch of WCG. As a result of his education and experience, Mark is well-positioned to assist individuals, families, and businesses with their asset, income, and wealth protection needs. By working closely with his clients to develop their personal strategy to accumulate wealth, reduce taxes, maximize their retirement programs, and secure appropriate protection instruments, he believes his clients are better able to pursue their individual needs and objectives. He seeks to accomplish this through careful portfolio analysis, asset allocation review, the development of individually tailored financial strategies, and regular performance reviews.

Previously, Mark has served as the Investment Specialist for New England Financial in Arizona for 20 years and was a Master Agency Builder for the firm. He has a B.S. degree in Finance from Arizona State University and an MBA with an emphasis in international finance from Western International University.

With his many years of experience and desire to help people, Mark offers the insight clients require to help them pursue their financial goals and investment objectives.

Mark is a second-generation Arizonian. He and his wife Phyllis live in Scottsdale and have two daughters.

Mark Senseman is solely an investment advisor representative of Wealth CG, and not affiliated with LPL Financial.

Mark joined the financial services industry in 2012, after ten years as a mortgage broker.  Mark is an Investment Advisor Representative with WCG Wealth Advisors, LLC who holds the Accredited Asset Management Specialist℠ or AAMS® designation he earned through the College for Financial Planning.  He also holds his series 66 and insurance licenses through the Wealth Consulting Group.  Mark enjoys working with successful business owners and professionals, who among other things aspire to a work-optional lifestyle. Helping his client’s transition from success to significance is Mark’s ultimate goal.

As a Northern California native, Mark earned his bachelor’s degree in Business & Human Resource Management from Simpson University.  Mark has been an active volunteer and board member for many organizations, including Kiwanis, the YMCA, and the Chamber of Commerce.  His hobbies include golfing, mountain biking, and spending time with his wife and four children.

Mark Starr is solely an investment advisor representative of WCG, The Wealth Consulting Group, and not affiliated with LPL Financial. 

The financial consultants at the Wealth Consulting Group are registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered
through WCG Wealth Advisors, LLC, a Registered Investment Advisor. WCG Wealth Advisors, LLC, and The Wealth Consulting Group are separate entities from LPL Financial.

WCG employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of
WCG. Although all personnel operate their businesses under the name WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

Growing up in the agriculture industry in Western Kansas, I learned firsthand about scarcity and abundance from inclement weather, unfavorable markets, and many other unforeseen factors.  After graduating from St. Mary of the Plains College in 1984, I entered the banking industry, thus continuing my education into the pitfalls of debt.

These noteworthy experiences along with completing my MBA in 1988 led me naturally to the profession of financial planning, where I became licensed through IDS financial services, a subsidiary of American Express in 1989. My unique perspective is the culmination of a varied background along with a continuing education, which serves as a compass when advising our clients.

• Retirement Income Certified Professional™ - RICP®  2016
• CERTIFIED FINANCIAL PLANNER™ - CFP®  1995
• Pittsburg State University - MBA  1988
• St Mary of the Plains College - BA  Economics; BA  Government  1984

Topeka Kansas has been our home since 1988 where, along with my wife Alice, we have raised four outstanding children: Caitlin, Austin, Alex, and Claire.

My passion and my profession is to help people preserve and invest their money. More importantly, to help them define and discover the reason for doing so. Money is not an end in and of itself. It helps us educate our children, to retire with dignity and freedom, and to contribute to causes we believe in.

The thing I love most about what I do is helping people put their money to work for them, and to watch as they generate their own wealth – creating a sound financial future for themselves and their families. Doing this effectively requires insight, support and discipline; and I'll make sure you have all of that as you continue your financial journey.

With over a decade as a Financial Advisor, I have helped clients through the dramatic market pullback in March of 2020 when we were all learning what Covid was, and then through the highest inflationary period in the last forty years.  It is during these times of market disruption that I help my clients make sure they keep a focus on their long term goals, while acknowledging the short term volatility.

In order to help support your success, I want to know more than just what you do. I want to know you. What gets you up in the morning? What are your goals? What are your needs, wants and wishes? Who is counting on you? And most importantly, what is your end goal? Most of us have heard that we should invest our money but very few really know how to do that effectively. As a CERTIFIED FINANCIAL PLANNER™ professional, I'm here to guide you.

We do this by navigating markets, applying new information and rebalancing portfolios when it makes sense to do so.

This year my wife Jamie and I celebrated our 20th anniversary. We have twin teenage boys and a daughter as well. If I’m not at work you can find me coaching my kids sports, trying to get better at golf, or doing yard work around our home.

If you're ready to discuss and elevate your financial goals, give me a call. I'd love to sit down with you and build something beautiful for your future.

Matt is a Vice President and Wealth Manager for The Wealth Consulting Group. He is supported by a staff that specializes in financial planning, risk management, investment, retirement and estate strategies.

Matt’s focus is on helping business owners, physicians and successful professionals analyze investments, preserve business and family assets, plan for retirement and efficiently transfer assets to their heirs.

He began his career in 1998 at Lincoln/Sagemark providing financial planning advice to successful physicians and business owners. Matt took his experience in financial planning to New England Financial in 2005 and created their financial planning department in a four-state region in the southwest. He built the department into the second largest planning firm in the New England system in 3 years and served on MetLife’s Quality of Advice committee where he helped set financial planning standards and audited financial plans nationwide. Over his career he has written, audited and presented well over 1,000 financial plans for his clients and clients across the country.

On a personal note, Matt currently sings Tenor with the Orpheus Male Chorus of Phoenix. He has also served as Board Chairman of the Beatitudes Campus Foundation, Board President of Free Arts for Abused Children of Arizona, Board Treasurer of the Electrical Contractors Association, Board Treasurer of ActorsTheatre of Phoenix and on the Marketing Committee for the Phoenix Art Museum. Matt resides in Phoenix with his wife Peggy and daughter Madelyn.

I am a passionate financial adviser who thrives on assisting my clients in achieving true alignment in their personal finances. Guiding individuals towards financial success brings me immense joy and satisfaction.

In my free time, you can often find me embarking on van trips with my partner and our beloved golden doodle, Grace.

I have a deep interest in consciousness work, constantly seeking personal growth and expanding my understanding of the mind, heart, body & spirit.

One of my ultimate dreams is to venture into space, fascinated by the boundless wonders it holds.

Through my work and personal aspirations, I am dedicated to making a positive impact in the lives of others while continuously striving for self-improvement and exploration.

Financial independence. Retirement. Investing. Things we know we should be focusing on, but that can be stressful and time consuming…

As your Personal CFO, my job is to give you the freedom to make lifestyle decisions without financial stresses and burdens. By learning what is most important to you – what I call your personal definition of true wealth – I use my Personal CFO FORMula to work together to create your customized plan. A plan that allows you to pursue your unique dreams and goals so you can enjoy life while addressing your financial concerns.

I have been helping my clients put such plans in place to simplify their lives for over 20 years. After growing up in Western Massachusetts, I earned a B.A. in History from Trinity College in Hartford, CT and moved to San Diego to begin my financial services career. My wife Mary and I have a son, Joey, and two cats, Gelato and Spumoni. I am a member of the Advisory Committee of the FACE Foundation (the Foundation for Animal Care and Education), an organization that provides financial assistance to animal owners unable to afford the cost of emergency veterinary care. I am also on the Board of Directors for the United Way of San Diego, and also support other charitable organizations such as the San Diego Humane Society. In accordance with my own definition of true wealth, I love playing with Joey and teaching him new things such as baseball and basketball, traveling with my family to new and exciting places and learning about their cultures, golfing, reading biographies and historical fiction, and watching baseball and football.

Financial independence. Retirement. Investing. Things we know we should be focusing on, but that can be stressful and time consuming…

As your Personal CFO, my job is to give you the freedom to make lifestyle decisions without financial stresses and burdens. By learning what is most important to you – what I call your personal definition of true wealth – I use my Personal CFO FORMula to work together to create your customized plan. A plan that allows you to pursue your unique dreams and goals so you can enjoy life while addressing your financial concerns.

I have been helping my clients put such plans in place to simplify their lives for over 20 years. After growing up in Western Massachusetts, I earned a B.A. in History from Trinity College in Hartford, CT and moved to San Diego to begin my financial services career. My wife Mary and I have a son, Joey, and two cats, Gelato and Spumoni. I am a member of the Advisory Committee of the FACE Foundation (the Foundation for Animal Care and Education), an organization that provides financial assistance to animal owners unable to afford the cost of emergency veterinary care. I am also on the Board of Directors for the United Way of San Diego, and also support other charitable organizations such as the San Diego Humane Society. In accordance with my own definition of true wealth, I love playing with Joey and teaching him new things such as baseball and basketball, traveling with my family to new and exciting places and learning about their cultures, golfing, reading biographies and historical fiction, and watching baseball and football.

Michael Otradovec is a seasoned financial advisor with a unique background in engineering, entrepreneurship, and community leadership. With professional designations as a Chartered Financial Consultant® (ChFC®) and an Accredited Portfolio Management Advisor℠ (APMA®), he brings thoughtful strategy and personal dedication to every client relationship.

Before becoming a financial advisor, Michael ran his own small business and worked as a mortgage banker—experiences that help him connect deeply with business owners, professionals, and families of wealth. He now specializes in helping clients preserve, manage and invest their financial legacies.

Michael’s analytical approach stems from his early studies in electronics and engineering at Argonne National Laboratory and Arizona’s top universities. While he ultimately chose a different path, that foundation informs the structured, problem-solving mindset he brings to wealth management.

Michael has been recognized as a Five Star Wealth Manager for 2023, 2024 & 2025.

Outside the office, Michael has dedicated over 30 years to Scouting leadership. He and his wife, Barbara—married for more than 35 years—raised four Eagle Scouts and have supported Scouting at every level, from local packs and troops to national philanthropy. His adventures have taken him to three National Jamborees, one World Jamboree, and the Kandersteg International Scout Centre in Switzerland.

An avid outdoorsman, Michael enjoys hiking, fishing, and exploring wild places. He’s twice hiked the Grand Canyon rim to rim in a single day.

Michael understands that wealth is about more than numbers—it’s about purpose, people, and peace of mind.

With more than 25 years’ experience in the financial services industry Michele has a great knowledge of investment services and products.  She is known for creating deep client connections and for making our clients feel unique and special. Michele holds her BA in Business/Finance from the University of Phoenix and her professional licenses include: FINRA Series 7 General Securities Representative, NASAA Series 63 Uniform Securities Agent State Law, and NASAA Series 65 Uniform Combined State Law .* She is a licensed agent for Life, Annuity, and Long-term care insurance.

Michele is a member of the Women Leaders Forum of Coachella Valley and the National Women Advisors forum.  Placing communication as the cornerstone of each relationship, Michele and her team strive to treat each client as an individual by listening, then customizing strategies that strive to meet everyone’s personalized needs, and emphasizing superior customer service.

Making her home in Palm Desert, California, Michele spends time with her husband Gary, her daughter Grace and her son Cash.

"Making a difference by building relationships of trust through education and sound advice."

CA Insurance Lic #OB67138

*Series 7 & 63 registrations held with LPL Financial. Series 65 held with WCG Wealth Advisors.

Michele is a Registered Representative with, and securities offered through LPL Financial, Member FINRA/SIPC.

Michelle D. Cooley is a native of New York City, NY and currently resides in both Fort Worth, Texas and Temecula, California. She has been in the financial services industry for 20+ years in various roles such as Compliance and Operations. Her previous Compliance roles were at LPL Financial, CUNA Mutual Group and First Allied Securites.

During her spare time, Michelle works with the non-profit organization The JC Cooley Foundation (Options and Opportunities/The Choice Program) whose mission is to provide today’s youth and young adults on Dreaming Big, Thinking Big, and Being Big in everything they do in life. She is also an author, and the Co-Host/Executive Producer of The James Cooley Show…It’s Your Life LIVE on e360tv, radio, and podcasts.

Michelle has a Bachelor’s of Business Administration Degree in Marketing Management from Baruch College in New York City, and holds an MBA in Marketing from Concordia University Nebraska, and an Executive Masters Certificate in Organizational Leadership & Management for Non-Profits from the University of Notre Dame. She has been married to Dr. James (JC) Cooley for almost 15 years. She spends most of her spare time with her family, friends, and her dog Bella. Her hobbies include walking and working out at the gym. Her vision is to give back to others and making a difference in other people’s lives who may be less fortunate.

Moira joined The Lee Team and WCG in October 2017. Moira has been in the financial services industry for over 15 years and brings a wealth of client service skills with her. She is dedicated to meeting the needs of all our clients and providing them with exceptional service. The client’s experience and satisfaction are of utmost importance to her.

She moved to Las Vegas five years ago after living in Maine for over 15 years. Outside of work, Moira loves to bake, cook and spend time with her family and friends.

Nancy is an LPL Registered Sales Assistant with LPL Financial. She is also the Chief Operating Officer at KC Wealth Advisors.  

Nancy has more than 25 years of experience in the financial services industry.  Prior to her 14 years at LPL, she served in several different roles at Morgan Stanley Smith Barney for 12 years. 

She earned her Bachelor of Science degree in Applied Science from Azusa Pacific University of California in 1991. Nancy is responsible for client requests, correspondence and performance reporting. She makes sure our team & branch operations run smoothly. 

Nancy enjoys traveling, gardening, St. Louis Blues hockey and spending time with her wonderful family.

Neal has been in the Financial Services Industry for 35 years and in the Palm Springs area since 1991. 

Throughout his career, Neal has built a reputation for his dedication to his clients' financial well-being. He takes the time to understand their individual goals, risk tolerance, and long-term aspirations, tailoring his advice to suit their specific needs. Whether it's retirement planning, investment strategies, or wealth management, Neal leverages his extensive experience to develop personalized strategy that align with his clients' objectives.

Neal holds bachelor degrees in both Finance and Biology from the University of Oregon. 

Outside of work Neal’s passions are spending time with his family, traveling , hiking, sailing , college football and wine tasting. 

Neal Wilson is solely an Investment Advisor Representative of the Wealth Consulting Group, and not affiliated with LPL Financial.

Nikki’s core competency is her in-depth knowledge of wealth management and tax implications as well as her genuine care for our clients’ needs and attention to detail when supporting advisors in implementing their Personal Financial Plans.

Nikki came to the Wealth Consulting Group after spending years working with investments in the corporate world. She has built her career on exceptional customer service for her commitment to going above and beyond for every client. One of her favorite things about her career at the Wealth Consulting Group is the ability to build personal relationships with each client.

When she’s not being our customer service superstar, Nikki loves to spend time with her four wonderful children. She and her family like to take advantage of their downtown location by spending time outside, going for walks, and enjoying all Des Moines has to offer.

Vice President of Franz Tatum Wealth Management and is a Cʜᴀʀᴛᴇʀᴇᴅ Fɪɴᴀɴᴄɪᴀʟ Cᴏɴsᴜʟᴛᴀɴᴛ™ through the American College. She began her career with EF Hutton in 1981, with various responsibilities including 19 years in management. She remained with the company through all the mergers eventually leaving Smith Barney in 2007. Nila moved to Merrill Lynch prior to the formation of Franz Tatum Wealth Management in 2009.

Nila has a strong belief that any investment begins with an individual plan with specific goals in mind: wealth accumulation, wealth accumulation, income for retirement, educational needs or passing of wealth from one generation to another. By creating a plan, it allows us to track our progress, to help make sure we are on the proper course or if we need to make changes due to life’s circumstances - we still have a goal to work towards

Community involvement is very important to Nila, especially when it comes to support of children. She has been on the board and registrar for AYSO Palm Springs, a supporter of Boys and Girls Club of Palm Springs, volunteered with Palm Springs High School Athletics primarily with the Girls Soccer and Girls Basketball. She is Past President of the Rancho Mirage Woman’s Club and also a graduate of the 2014-2015 Leadership Coachella Valley (www.leadershipcv.org) program. Nila's passions include her dogs, photography, oil painting and hand crafts.

Family is very important to Nila, she has been married to Terry D. Tatum since 1976 and is the proud mother of their three daughters, Shakira, Tanisha and Savanja and the Grandmother of four fabulous grandchildren Jadin, Kieran, Tatum and Iris. They are definitely Grandma’s pride and joy.

Securities Licenses: Series 7/8/63/65

Series 7, 8, and 63 registrations held through LPL Financial. Series 65 registration held through WCG Wealth Advisors.

Securities registered in the following states:

AZ/CA/CO/FL/LA/MA/MI/MT/NC/NE/NM/NY/OR/TX/WA

CA Insurance License: #OC59248

Nila Tatum is a registered representative with LPL Financial.

Paisley is a portfolio manager and multi-asset strategist at Simplify focused on product innovation, thought leadership and portfolio management. Prior to Simplify, she was a client portfolio manager and strategist for Invesco's Multi-Asset Solutions team, overseeing the business management and growth of the investment team strategies. Her responsibilities included discussing strategy and investment insights as well as macro views. She was a frequent author of thought leadership and marketing initiatives.

Additionally, she has held the role of short-duration fixed income portfolio manager at Wells Capital Management (now known as Allspring), and institutional account manager at PIMCO. Ms. Nardini earned a BBA degree in financial markets from the University of Minnesota – Duluth. She is a Chartered Financial Analyst® (CFA) charterholder and Chartered Alternative Investment Analyst (CAIA) professional. Ms. Nardini is the president of the CFA Society Orange County in Southern California as well as a founding investment committee member for the Second Harvest Food Bank of Orange County.

Paisley Nardini and Simplify are not affiliated with or endorsed by LPL Financial, LLC and WCG Wealth Advisors, LLC.

Pam Traeger joined Joel Drake at MassMutual in 2000 as a part-time assistant while her sons were in school. Now she is a full-time Client Services Manager. She spends her days working closely with our clients as a main point of contact for administrative questions. She is dedicated to the well-being of our clients and takes pride in the service she provides.

Pam and her husband Rich have 2 sons. Jeff and his wife live in Minneapolis and Bryan and his wife live in Denver.  They all enjoy traveling together and celebrating milestones at various restaurants. Pam and Rich are happiest when friends and family are able to spend time at the lake enjoying the relaxing views of northern Minnesota.

Pam Griggs is excited to be a part of the team here at JHM Wealth Management. She has been an administrative assistant in many aspects of business-from radio and education, to health services and finance. In each of these fields, her extreme attention to detail and follow through, along with her sense of humor make her a valuable part of our team.

Pam is a native Californian and enjoys living in "sunny California." She has two children, and is a new grandma to her first grandchild. Pam enjoys taking walks, bike rides, traveling and spending time with family and friends.

Pam looks forward to assisting you with your wealth management planning needs. Pam has a genuine warmth and compassion for helping people and looks forward to building trust and long-lasting relationships with our clients.

Pam is the LPL Registered Administrative Assistant and serves as the Operations Manager for Altenburg Asset Advisors, LLC. In this role, she oversees the day-to-day operations and supports the development and management of this firm and its staff. Ever so focused on the team approach, Pam continually looks for ways to ensure that we are always delivering the best possible client experience. 

Pam joined Altenburg Asset Advisors, LLC in October of 2012, after spending 15+ years working in the financial industry. She received her Bachelor’s degree in Psychology and Sociology from the University of New Mexico in 1996. 

She enjoys spending her free time reading, gardening and cooking, as well as spending time with her family, especially her grandchildren. She also volunteers for an international youth sports program to give back to her community. 

Paul is a CERTIFIED FINANCIAL PLANNER™ Professional with the Wealth Consulting Group. He graduated from Johns Hopkins University with a Bachelor’s Degree in Economics and has been recognized throughout his career for both his professional achievements and outstanding community service in the Greater San Diego Area. His dedication to achieving both personal and professional excellence began early on as evidenced by his being named a “30 Under 30 – San Diego County Leader” by Patch San Diego received in 2012*.

In 2019 he was recognized as one of the “Top Next Generation Wealth Advisors” in Forbes Magazine.  Paul is also a multi-year recipient of the Five Star Wealth Manager Award as published in San Diego Magazine®** whose members represent less than 5 percent of financial advisors in the area.

In addition to accolades received from both the United States Congress and California State Senate, Paul served as the San Diego Chapter President for the National Association of Asian American Professionals (NAAAP): the oldest, largest and fastest-growing pan-Asian professional organization with chapters in 28 major metropolitan cities across North America.

He currently serves as a Board Member for the San Diego Financial Literacy Center (SDFLC), a non-profit organization providing free financial education and debt management services to the public. 

*Award given by Patch San Diego to 30 professionals making a difference in our world.

**Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2015 Five Star Wealth Managers.

Paul Lim is a registered representative with and securities offered through LPL Financial, member FINRA/SIPC.

With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting, large case design and negotiation.

Before joining the Wealth Consulting Group, Ray was an internal wholesaler at Sun Life and most recently Senior Sales Consultant at LPL. His wide-ranging experience includes corporate impaired risk underwriting, sales, marketing, product design and operations.

In his free time Ray enjoys cooking, pairing fine wines, mountain biking and attending classic car shows.

As Graphic Designer at The Wealth Consulting Group, Rey brings a creative eye and a passion for helping financial advisors tell their story with clarity and impact. His work transforms ideas into visuals that strengthen advisor brands, simplify complex messages, and make client communications more engaging.

With a background spanning graphic design, branding, and photography, Rey blends creativity with precision—making sure every design not only looks great but also aligns with strategic goals. His education at The Art Institute of Houston, paired with experience across diverse design projects, shaped his ability to balance artistry with functionality.

Beyond the screen, Rey finds inspiration in travel, museum visits, and photography. Whether behind a camera or exploring new places, he’s always looking for fresh perspectives that spark his creativity.

Rich is a Wealth Advisor & Managing Partner at KC Wealth Advisors. He specializes in Retirement Planning for small business owners, retirees and business executives by focusing on building long-range, goal-oriented plans.

Rich has more than 30 years of experience in the financial industry. Prior to his 14 years at LPL Financial, he spent 17 years as a Financial Planning Specialist and Financial Advisor with Morgan Stanley Smith Barney. His experience and knowledge include stock and bond portfolio creation and management, privately managed accounts, mutual funds, ETFs, REITs, and annuities. He utilizes programs like Nitrogen for risk assessments and WealthVision for retirement planning scenarios.

Rich graduated from Kansas State University with a Bachelor of Science in Finance. He has attained his Life, Accident and Health Licenses, as well as Series 7 and 63 registrations held with LPL Financial and Series 65 registration held with The Wealth Consulting Group.

Rich enjoys bike riding, sporting events, and traveling with his family.  He has retired from coaching his daughter’s sports teams, much to their delight. Rich and his wife Tracey have three daughters.  His wife is the Director of Business Development at a local Kansas City corporation.

Rosemary Richard brings over 25 years of compliance experience in senior-level roles. She has worked at large multinational firms such as Citibank/Smith Barney, AXA Equitable, and MONY throughout her career. She most recently served as the CCO for Titus Wealth Management and the CCO for The Financial Services Network. Rosemary holds the Series 7 and 24 licenses with LPL Financial and is a cum laude graduate of Northeastern University with a B.A. in Political Science.

Rosemary enjoys hiking and sailing, lives in Northern California, is involved in her church, and served on a non-profit board focused on breast cancer.

Roy Moon was born in Los Angeles, CA and raised in Ventura County. He attended the University of California Los Angeles on a Golf Scholarship where he competed on a national level and became an All-American. One of the highlights of Roy’s collegiate career at UCLA was shooting a school record of 62 at Waikoloa Golf Course on the main island of Hawaii. Graduating in 2005 with a Bachelor’s Degree in History, Roy turned professional where he mainly played on the Asian Tour.

In 2009 Roy decided to pursue a new path and entered the Financial Services Industry with Mass Mutual as a Financial Advisor. While at Mass Mutual and MML Investor Services, Roy built a clientele working with Professionals and Business Owners on their corporate sponsored retirement plans, asset management, wealth preservation and business succession planning.

In 2017 Roy joined The Wealth Consulting Group to enhance his client’s overall experience. His primary focus as a Personal CFO is to help his clients identify their financial goals and objectives. Roy strongly believes the strategic mindset learned over 20 years of competitive sports correlates into his financial planning practice.

Roy holds the 7 securities registration with LPL Financial and the Series 66 securities registration with LPL Financial and WCG Wealth Advisors. He also holds Life, Health, Disability and Long Term Care Licenses. CA Insurance Lic. #0G47830

Roy is a Registered Representative with LPL Financial.

A motivated problem solver, Ryan Mueller prioritizes listening to and building strong relationships with clients. He diligently works to create financial plans that achieve a fulfilling retirement season while meeting important financial goals along the way. Passionate about supporting each client in some of life’s most significant decisions, he works to adapt each plan as needed to capitalize on the fluctuations of market change.  He enjoys the collaborative process with the team at V Wealth to provide top-notch service.

Ryan joined V Wealth after working as a Solution Analyst for Cerner Corporation, where he provided outstanding customer service and tailored technical support to clients in the medical services industry. During this time, he quickly developed the technology and software skills needed to navigate a new field and learned the importance of always putting each client’s unique needs first.  

Ryan graduated from the University of Missouri in 2018 with a bachelor’s degree in health science and minors in business and psychology. During college, he spent three summers as a counselor at Kanakuk Kamps in Missouri, supporting campers in their personal faith journeys and promoting the motivating culture of Christian athletics. He additionally served as a Leader and Intern for Columbia KLIFE, a youth ministry for middle and high school students. Ryan, his wife and daughter live in Columbia, Missouri and enjoy spending time with their families.

Ryan joined our team in early 2021, bringing nine years of experience in the financial services industry. Ryan started his career at North Island Credit Union, working out of branches all over San Diego and eventually became the only remotely based financial advisor, covering both San Diego and Los Angeles territories. During his time as the remote advisor, Ryan learned how to effectively utilize financial technology to support clients and this experience became invaluable during the pandemic when many advisors and clients were forced to work remotely on investment and retirement planning. Combining his knowledge from both the banking and investment management worlds, he now serves FIDES clients with dedication and detail-oriented care. FIDES Wealth Strategies Group’s client base consists predominantly of high- income tax-bracket professionals, executives, retirees, and business owners in various industries. We have experience in the following areas:

• Comprehensive Financial Planning
• Tax Advantaged Investment Planning
• Insurance
• Benefits Plans for Business Owners & Employees
• Estate Planning
• Tax Conscious Strategies
• Fee Based Asset Management Account

Ryan is passionate about educating clients in investing and retirement planning. He believes that these concepts give clients confidence in their plans and help them to pursue their long-term goals.
 
A San Diego native, Ryan and his girlfriend Katie live in La Mesa, and you can often find him hiking around the local trails or spending time with his family.

Ryan grew up in a Marine Corps family, moving frequently during his childhood, but proudly calls San Diego home. He recently graduated from Michigan State University with a Bachelor’s degree in Finance and a minor in Financial Planning and Wealth Management. With a strong foundation in financial principles and a passion for strategic planning, Ryan is eager to build a career helping individuals and organizations reach their financial goals.

Outside of his professional pursuits, Ryan enjoys staying active and is a dedicated Philadelphia sports fan. He has a particular love for soccer and follows Manchester United closely. In his free time, Ryan can often be found on the golf course or pickleball court, and he enjoys traveling whenever possible to explore new places and cultures.

Sara joined the Reinert Wealth Management team in 2022 and has worked in customer service and the insurance industry for over 35 years.  She enjoys getting to know each customer and prides herself on ensuring the office runs smoothly.

In her spare time, Sara enjoys spending time and traveling with her family.  She enjoys the great outdoors and is becoming a master at preserving and canning her garden goods.

Sara is a graduate of Brown Mackie College in Salina, KS.

Sarah is a Marketing Associate at The Wealth Consulting Group. She graduated from Brigham Young University Hawaii in 2023 with a bachelor’s in Communications, Media, and Culture, along with minors in Psychology and Entrepreneurship. Prior to joining The Wealth Consulting Group, Sarah gained experience as a Digital Marketing Agency intern at BYU Hawaii and has over three years of experience in Human Resources. While in these roles, she has developed a broad skill set in social media management, administration, videography, and graphic design.

Fluent in French, Sarah developed cross-cultural communication skills during her 18-month humanitarian mission in France and Switzerland. Outside of work, she enjoys traveling, baking, and painting.

Sean K. Heslin - LPL Financial Advisor

In 2017, I took a leap of faith. Leaving behind a beloved job in Los Angeles, my husband at the time and I packed up our two dogs Sophie and Oscar and headed east to create a new life in the beautiful desert oasis of Palm Springs.

With over 30 years of experience in the financial services industry, I quickly established myself in the Coachella Valley. Four years later, I founded Heslin Wealth Management, an independent firm affiliated with LPL Financial.

I'm currently accepting new clients and am happy to review existing accounts and retirement plans. A complimentary review may uncover strategies to help you work towards your financial goals.

My career has allowed me to work with thousands of clients and a wide range of financial products. I collaborate with estate planning attorneys and CPAs to provide a holistic approach to financial planning.

Giving back to the community is important to me. I'm a sustaining donor at The LGBTQ Center of the Coachella Valley, where I'm also an Emerald Level business partner.

Born and raised on Long Island, New York, I graduated from the University of Michigan, Ann Arbor with a degree in Economics and French. My education ignited a passion for travel and a global perspective. After living here for more than 8 years, I’m still enjoying life in Palm Springs with my pups Sophie and Oscar while also dating a wonderful new man who lives in Minneapolis.

Sherri Bilodeau serves as client services assistant to Edmond Wealth Management Partners and Wealth Managers, Darlene Shipe and Lynn Bilodeau.

Originally from Northern California, Sherri obtained her Paralegal Certificate from Canãda Community College in Redwood City, California in 1991. She worked as a legal secretary and paralegal in Northern California for approximately 7 years before starting a family and becoming a full-time homemaker. Sherri moved to Edmond in 2004 and returned to the workforce in late 2005.

Lynn and Sherri were married in July 2010 and have a blended family of five children. They also have twin grandsons and a granddaughter. The family gets together every other week for family dinner.

Sherri and Lynn do almost everything together. Home remodeling and improvement projects are always ongoing, as well as car restoration hobbies. They are also very involved in a recently formed nonprofit, the Guthrie Tomorrow Coalition, dba State Capital Publishing Museum. The nonprofit was formed for the express purpose of acquiring the State Capitol Publishing Museum building from the Oklahoma Historical Society (OHS) in order to restore and reopen it as a museum.

Shaping the Future of Independent Wealth Marketing

As Chief Marketing Officer at The Wealth Consulting Group, Skott McKinney brings more than a decade of experience designing marketing and creative strategies that drive growth for wealth management firms and financial professionals. His expertise blends thoughtful creative execution with performance-driven tactics that help financial professionals stand out and succeed in an increasingly competitive landscape.

With executive leadership roles at respected firms, Skott offers a well-rounded perspective on what it takes to support advisor success. He is passionate about helping professionals move from where they are to where they want to be, creating strategic clarity and scalable solutions that support long-term growth.

Off the clock, Skott lives life in motion. He enjoys mountain biking, snowboarding, and projects with his wife of 21 years. He’s also a dedicated father of two college students: his son, a business entrepreneurship major and collegiate soccer player at Benedictine University, and his daughter, a freshman at the University of Iowa studying marketing and sports recreation management.

For as long as I could remember I have always loved helping people and for many years I thought I would be doing that in a completely different manner. 

From working in many different fields volunteering as a youth leader and with  at-risk children. Eventually landing in the medical world, I thought for sure the Doctor route was the path I would take but things took a turn for the best.  

I thank my mother for allowing me the space to figure it all out, pushing me to be “anything I want” as long as I put my mind to it and work hard. I owe my work ethic and drive to keep learning and growing to her. For being someone, I have been able to look up to. She is the strongest woman I know, even through all the trials she shows grace and has come out the other end a true winner. 

As I start my journey with Wealth Consulting Group, I bring with me the knowledge and compassion that I learned in the medical world. Being able to see that transfers over to the financial world has been such a blessing. I look forward to being the first initial contact for our clients. I want them to feel welcomed with a bright smile and a sense of comfort.  

I am excited to put my passion for helping people to use in another aspect that still delivers the same result. A person feeling loved and taken care of not just in the moment but with follow-ups and constant contact. 

In my free time, I love traveling and exploring new places and cuisine with my mother who is my best friend. You can often find me with my head in a book or on a flight anywhere.  

Registered Representative and Financial Advisor with LPL Financial, Inc., Bachelor of Science in Applied Christianity in Biblical Counseling 29 years with Progressive Financial Concepts

Stan focuses on his role as an advocate on behalf of businesses and families, who require specialized financial and advisory services. By having a strong infrastructure of specialists, and partnering with strong companies and our professional alliances, we are able to provide what we believe to be state-of-the-art solutions and resources. By providing sound financial strategies we can help navigate today's ever-changing market, economic and political climate with the goal of achieving financial confidence or financial independence.

Since 1988, Stan’s mission has been to partner with clients to help identify short term, mid term, and long term goals in life and in their businesses. He implements a “team” quarter back approach though his affiliations and resources. This allows for a thorough analysis in helping clients implement their vision and strategies.

Words to live by - Luke 12:48 “To whom much is given, much is expected”. Married to Jennifer November 2008, son Sheppard, 10, and son Gabriel, 6 years old.

Founding Member of Phoenix Youth at Risk Valley Big Brother for 19 years / Cory is currently 24 years old Sojourner Center for Abused Women Phoenix Rescue Mission Changing Lives for Homeless Women Prison Ministries Board Member – Noah Webster Basic School Board Member – Mardian Equiptment Board Advisory Member Steps of Faith

Personal interests include Faith, Family, and helping to carry one another’s burdens.

Stephanie is a Wealth Advisor and Partner at KC Wealth Advisors. She focuses on building long-range, goal-oriented plans with high-net-worth families and business owners.

Stephanie has more than 25 years of experience in the financial industry. Prior to her 14 years at LPL Financial, she spent 12 years as a Financial Advisor and at Morgan Stanley Smith Barney.

Stephanie graduated from Stephens College in Columbia, MO with both a Bachelor of Arts degree and a Bachelor of Fine Arts degree. She has attained her Life, Accident and Health Insurance licenses, as well as FINRA Series 7 and 63 securities registrations with LPL Financial and Series 65 held with WCG Wealth Advisors, LLC

Stephanie enjoys traveling with friends and family.  She has four wonderful busy children ranging from 20 to 13 years old.

Steve has over 15 years of Financial Services experience. Before joining the Wealth Consulting Group, Steve was the Chief Operating Officer for a MassMutual agency in Denver. Steve has focused on process and operational improvements and building solid cultural relationships throughout his career. He is currently responsible for the firm’s regulatory compliance, among other initiatives. Steve holds the Series 6, 7, 63, and 24 licenses with LPL Financial.

In his free time, Steve enjoys hiking, camping, boating, and other outdoor activities that Colorado is known for. He is also an avid sports fan and enjoys coaching youth basketball and football. Steve is married and has four wonderful children.

Suk began her career as a Financial Advisor in 1984 with Merrill Lynch, a Wall Street based investment firm. In 1998 she joined LPL Financial. Shortly after, she founded Pau and Tran Wealth Management. Suk provides holistic wealth management through her practice, and is committed to giving objective advice, and the highest quality of service to her clients. With over thirty years of experience as a financial advisor, Suk knows that the best way to serve her clients, is by first having a clear understanding of their goals and needs. She believes that utilizing the most appropriate investment strategies and products, means maximizing long-term potential, by minimizing unnecessary risk.

Suk’s ambition to become a Financial Planner began at age 14 when she moved to the United States from South Korea with her family. At that time, she saw many immigrant families who worked very hard, but lacked the adequate understanding of the financial system necessary to build true financial security. She decided that she wanted to help these people build wealth and work towards achieving the American Dream.

Suk truly values the concept of service, not just in business, but for her community as well. She is bilingual in Korean and English, is an active member of the San Jose Lions Club, and served as the Club’s fifth president.

In her free time, she enjoys reading, spending quality time with friends and family, traveling, and golf. She is an avid churchgoer, and is a wonderful mother, wife, daughter, and friend.

CA Insurance Lic. # OA56270

Suk Pau is a registered representative with LPL Financial.

Talley is the Chief Market Strategist of The Wealth Consulting Group (WCG). In this role, he is responsible for formulating and communicating his views on the economic and investment landscapes, with a focus on stocks. Mr. Léger approaches markets from a thematic, holistic perspective.

Talley was recently inducted to Marquis’ Who’s Who as an honored listee and has over 25 years of experience in financial services. Prior to WCG, he was a Managing Director and the Senior Equity Strategist at Raymond James and the Senior Equity Strategist at Invesco. Mr. Léger was also the founder of Macro Vision Research and held other prominent strategist roles at Barclays Capital, ISI, Merrill Lynch, RBC Capital Markets, and Brown Brothers Harriman.

Mr. Léger is an author of the book, “From Bear to Bull With ETFs,” a four-star Amazon Best Seller.* He has been a guest columnist for The Big Picture and Data Watch on Bloomberg Brief Economics, as well as a contributing author on Seeking Alpha. Talley has been quoted widely in Associated Press, Barron’s, Bloomberg, Business Week, Dow Jones Newswires, Financial Times, MarketWatch, Morningstar Magazine, The New York Times, and The Wall Street Journal. Mr. Léger has appeared on Bloomberg TV, Business News Network (BNN) TV, CNBC, Reuters TV, TD Ameritrade, The Street, Yahoo! Finance, and has spoken on Bloomberg Radio.

Talley earned a Master of Science in Financial Economics and a Bachelor of Music from Boston University in 2000 and 1998, respectively.

*“From Bear to Bull With ETFs” (2nd ed.), by David R. Kotok and Talley D. Léger, published by Cumberland Advisors Publishing (2014).

Callie joined the V Wealth team in 2011.  Callie has been in the financial service industry for
over 15 years and is dedicated to meeting the needs of all our clients and providing them
with exceptional service while assisting the advisors of V Wealth.  She is our multi-tasking
queen and prides herself on getting things done promptly and accurately.  
She graduated from Kansas State University with a degree in Communication Sciences and
Disorders.  When away from the office you will find Callie shuffling around her two kids to
sporting events and activities, traveling with friends and family, and spending time at the
lake.
“We are not a TEAM because we work together, we are a TEAM because we respect, trust,
and care for each other.” -Vala Afshar

Timorey is the Director of First Impressions for the San Diego office. She has a strong work ethic and she is excited to provide exceptional customer service for our clients while going above and beyond to exceed their expectations. During her free time Timorey enjoys spending time with her family and friends, shopping, swimming, cooking, dancing, and camping.

Tom Blumer is the Co-Founder and Managing Partner of V Wealth. His desire to provide sound financial advice for his family and friends led to his beginning a career at Merrill Lynch in 1995. Tom has pursued better ways to help his clients and other advisors achieve their financial goals for over twenty years. He has served as a financial advisor at regional, national and international banks with current clients from coast to coast. In 2009, believing there was a better way to provide their clients with financial advice, Tom and Brett Lange, his longtime business partner, started V Wealth Management LLC. V Wealth’s mission of providing honest, excellent advice and service to both clients has allowed V Wealth to grow into a firm people can trust.

He holds the Series 4, 7, 24, 53 and 63 registrations through LPL Financial and Series 65 through V Wealth Advisors. LPL Financial, a longtime partner of V Wealth, is the largest independent broker/dealer in the United States*. He was recently part of LPL’s Executive Council.

Tom and his wife, Alicia, are the proud parents of three daughters and one granddaughter. He enjoys spending time with his family, golfing and being active in his church. As a native of Columbia, Missouri, he’s an avid Missouri Tiger fan.

*As reported in Financial Planning Magazine, 1996-2024, based on total revenue.

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.

Tony is a CERTIFIED FINANCIAL PLANNER™ Practitioner with The Wealth Consulting Group. He graduated from UNLV with a bachelor degree in economics in 2007 and has lived in Las Vegas for 15 years. He began his financial services career with Mass Mutual at their Nevada agency. In 2009, he joined The Wealth Consulting Group where he focuses on comprehensive financial and investment planning as his clients’ Personal CFO. He employs a client-driven approach to helping individuals and business owners identify and pursue important financial goals. He also serves clients in the rural areas of Nevada, including Pahrump and Mesquite.  He holds his Series 7 and 63 registrations with LPL Financial, his Series 65 registrations with WCG Wealth Advisors, and his state Life, Health and Variable Annuity Insurance license.

Tony is a member of the UNLV Alumni Association and a Sigma Chi alumnus. He volunteers for The Shade Tree and supports the Children's Miracle Network. He enjoys golf, scuba diving, and spending time with friends and family.

Superior client support is Tracie Caplinger’s number one priority at V Wealth.  As a Client Service Specialist, she holds a variety of administrative and operational responsibilities, including internal billing, client services and executive support. She joined V Wealth in 2015 and has deeply enjoyed interacting with clients, while helping further strengthen the firm’s culture of trust, respect, and teamwork.

Tracie appreciates her team that values both clients and one another.   She believes the group reaches its goals and manages clients’ needs positively.  She is thankful that the management team ensures a good work-family balance and a happy atmosphere. 

Before V Wealth, Tracie worked at an accounting firm in Louisburg, Kansas, where she lives with her family. She has also provided executive, payroll, and bookkeeping support at an IT company in Overland Park. She moved to Kansas in 2004 from the Denver area where she earned a bachelor’s degree from the University of Colorado. Tracie and her husband, Lane, have three kids and return to Colorado regularly to camp, boat, and fish together. She volunteers as a small group lead for children at her church and is a team mom for her son’s varsity HS football team.

Tye Martin is a Wealth Advisor and Partner at KC Wealth Advisors. He focuses on building long-range, goal-oriented plans with high-net-worth families and business owners.

Tye has over 30 years of experience in the financial industry. Prior to his 14 years at LPL Financial, he spent 17 years as a Financial Advisor and Financial Planning Specialist at Morgan Stanley Smith Barney.

Tye graduated from the University of Nebraska – Lincoln with a Bachelor of Science degree in Finance. He has attained his Life, Accident and Health licenses, as well as FIRNA Series 7 and 63 securities registrations with LPL Financial and his Series 65 held with WCG Wealth Advisors LLC.

Tye is an avid golfer who also enjoys hunting and fishing. He is married with two children.

Delivering Precision and Care in Client Service

As an LPL Registered Client Service Associate at The Wealth Consulting Group, Tyler Hollis plays a vital role in delivering the high-touch experience clients expect. He brings a strong foundation in private wealth service, supporting advisors and clients with responsiveness, accuracy, and thoughtful attention to detail. Tyler specializes in account administration, banking coordination, and personalized client requests, ensuring transactions and inquiries are handled efficiently and seamlessly.

Working closely with advisors and fellow service professionals, Tyler helps maintain and strengthen client relationships through proactive communication and dependable execution. His experience at JPMorgan Private Bank and UBS Financial Services provides him with a deep understanding of the standards required in sophisticated wealth management environments. He approaches each interaction with professionalism and care, recognizing that exceptional service is built on consistency, trust, and follow-through.

Tyler holds a Bachelor of Science in Communications from Arizona State University and a Master of Mass Communication from the Walter Cronkite School of Journalism and Mass Communication. He also maintains his FINRA SIE, Series 7, and Series 63 licenses through LPL Financial.

BrokerCheck

Originally from Scottsdale, Arizona, Tyler relocated to Las Vegas to be closer to family. Outside the office, he enjoys writing, hiking during the cooler months, and exploring new restaurants as a self-proclaimed foodie and brunch enthusiast.

Bachelor of Science, Finance

Series 7 registration held through LPL Financial. Series 66 registration held through WCG Wealth Advisors and LPL Financial.

Victor Orozco is one of the managing partners at Bair Financial Planning. His role at our firm is centered around operations. Most notably, managing our clientele through the financial planning process, as well as conducting comprehensive analysis on investment portfolios. Victor has been working with Bair Financial Planning for over 13 years. He graduated from San Diego State University in 2006 with a Bachelor's of Science in Finance. 

Victor’s goal is to uphold Bair Financial Planning’s mission: “We create trusted relationships, allowing our clients to shift the burden of financial matters to us and regain time for their passions”. Victor's zeal for solving puzzles and creating relationships with people gave him the fundamental tools to truly be passionate about what he does day in and day out for our clients. He sits on the Investment Strategy Committee for the Wealth Consulting Group and co-manages the High Impact Portfolios. These portfolios consider Environmental, Social and Governance factors in addition to financial due diligence when evaluating investment options. This can give clients an opportunity to align their wealth with their values.

You can find Victor and his wife, Bethel, in their neighborhood of Little Italy. If you need a recommendation to a restaurant or a great vendor at the Farmer’s market in that neighborhood, they are your people. They both love to travel. From Bora Bora to Boston, they are always on the move. However, when it comes to their sports teams they do not always see eye to eye. Bethel cheers on all teams Boston. Victor roots on the Los Angeles Dodgers, New Orleans Saints (he is a recent San Diego Charger convert), and of course his San Diego State Aztecs!

Victor Orozco is a registered representative with LPL Financial.

William Tangog joined The Wealth Consulting Group in 2022 and serves as a Research Associate and Trading Assistant. In his role, he supports the Trading Director and Chief Investment Officer by maintaining investment models, updating systems and spreadsheets, and delivering analytics to advisors through platforms such as Morningstar and Riskalyze.

William earned his Finance degree from the University of Nevada, Las Vegas, where he was actively involved in student leadership. He served as Director of Philanthropy and Assistant Treasurer for the Financial Management Association and was a member of the First Generation Club, Real Estate Club, and UNLVolunteers.

Outside the office, William enjoys playing competitive basketball, hiking, and spending time with his wife, Rhoda, and their daughter, Taylor.

Yessenia ensures that our clients receive the best possible service. She will help you book appointments, process financial transactions for you, and is the first person you should call if you have any questions about your financial planning process. She will ensure that the appropriate member of our team responds to anything you may need.

Yessenia attended the University of Nevada, Las Vegas for 4 years where she studied business management. She has worked in the financial industry since 2003.

Prior to joining the Wealth Consulting Group, she worked for Wells Fargo bank for ten years.

Yessenia has worked with Brianne since 2015 as her Director of Client Services and Operations. She has been instrumental in helping Brianne take her financial planning business to the next level.

Yessenia has 2 children, Alissandra and Andrew and has been married to her husband, Raul since 2005.

Outside of work, she enjoys cooking, going on adventures with her kids, and spending time with her family and friends.

Zoe recently joined the team as an Account Executive. She is currently a senior at The University of Iowa planning to graduate this May with a degree in Mathematics with a focus in Finance. Her mission is to channel her love for math into meaningful work that directly benefits individuals and society. 

In her free time, Zoe enjoys working out and spending time with her silver lab Margo.