Las Vegas, Nevada

Jimmy Lee is the Founder and CEO of The Wealth Consulting Group (WCG), providing highly personalized wealth management supported by national resources. With more than three decades of experience, Jimmy serves his clients as a Personal CFO, bringing a coordinated, family-office approach to the complexities of significant wealth. This philosophy is foundational to WCG and its advisors, creating a distinctly personal and comprehensive approach to wealth management.

A Forbes/SHOOK Best-in-State Wealth Advisor, Jimmy is a nationally recognized thought leader on investing and financial markets, appearing regularly on CNBC, Fox Business, Bloomberg, BBC, BNN Bloomberg, and Schwab Network. He has also been featured in The Wall Street Journal, Barron’s, Forbes, and other leading financial media.

Jimmy’s purpose, “Making Life Better,” guides how he serves his clients, leads WCG, and positively impacts his loved ones and the communities he touches.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

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. 

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.

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.

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). 

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.

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.

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.

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

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.