Wealth Advisors & Personal CFO’s
Concord
Click on photos below for a brief biography
Laura Provost
Principal and Advisor
WCG Team Members
Amber Kodad, CFP®, MBA
Director, Advisor Resource Center
Andrew D’Addio
Director, Practice Management Implementation
Brian Foley, CFP®
Trading Department Manager & Research Coordinator
Brittany Damico
Business Development Specialist
Dara K. Asuncion
Marketing Manager
Gabriel Adams, CFP®, CSRIC™
Manager, Financial Planning
John “Jack” Ewing
MBA, CFO
John Stewart
Director of Operations
Kathleen Talamayan
Financial Planning Coordinator
Lisa Dashnaw
Operations Manager
Marcie Ushijima
Director of First Impressions
Las Vegas
Mario Stadtlander
Associate – Research, Trading & Financial Planning
Matthew Pierce, CFA®
Director of Research and Trading
Moira Cowan
Client Services Associate
Raymond Bell
Advanced Insurance Consultant
Ryan Schlender
Compliance Associate
Timorey Altamos
Director of First Impressions
San Diego
