Valued Financial Advisors Since 1995 | About The Wealth Consulting Group

Leadership Team

Andrew D’Addio

Managing Director

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...

Andy Kalbaugh

President/WCG

akalbaugh@wealthcg.com

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...

Brandon Danziger

Director of Finance

bdanziger@wealthcg.com

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...

Caitlin Allard

Director, ARC

callard@wealthcg.com

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...

Christopher T. Rand, Ph.D., CFP®, CLU®

Managing Partner, Personal CFO

(619) 546-6044

crand@fideswealth.com

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...

E. Matt Gilliam

SVP, Strategic Partnerships

mgilliam@wealthcg.com

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...

Erika Ferris

Director, Retirement Plans / Financial Planning

eferris@wealthcg.com

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...

Jason Ehrlich

Chief Financial Officer

jehrlich@wealthcg.com

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...

Jim Worden, CFA®, CMT®, CAIA®

Chief Investment Officer

jworden@wealthcg.com

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...

Jimmy Lee

Founder & Chief Executive Officer

702-263-5566

(702) 604-6699

jimmy@wealthcg.com

Jimmy is the Founder and CEO of The Wealth Consulting Group (WCG). He began his career in 1995 after graduating from college. He was self-employed from the very beginning and has grown WCG as an entrepreneur into a wealth management...

Lisa Mitrovich

VP, Operations

lisa@wealthcg.com

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...

Michael Woitkoski

Managing Partner, San Diego

michael@wealthcg.com

My team and I have a simple, yet unwavering mission: to Make Life Better for our clients. We provide Personal CFO Services to a select group of successful business owners, executives and families who aspire to achieve a work-optional...

Raymond Bell

Advanced Insurance Consultant

rbell@wealthcg.com

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...

Rosemary Richard

Chief Compliance Officer

rrichard@wealthcg.com

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...

Skott McKinney

Chief Marketing Officer

smckinney@wealthcg.com

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...

Steven Odendahl

Chief Operating Officer

sodendahl@wealthcg.com

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...

Talley Leger

Chief Market Strategist

tleger@wcgadvisor.com

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...

AJ D’Addio

ARC, Wealth Planning Coordinator

ajdaddio@wealthcg.com

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...

Aja Riesberg

Chief of Staff

Supporting Growth with Purpose and Precision Aja (pronounced “Asia”) joined The Wealth Consulting Group in 2025, bringing a diverse background in financial services, operations, and wellness to her role supporting the senior leadership...

Brian Foley, CFP®

Trading Manager, Personal CFO

brian@wealthcg.com

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...

Cristian Lopez

Director of Business Development

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...

Jade Lee

Associate Creative Director

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...

Jason Lin

Director, Trading & Research

jlin@wealthcg.com

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...

Laura Rehberger

Director of First Impressions / Office Administrator

lrehberger@wealthcg.com

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...

Margo Herwig

Marketing Director

Driving Growth Through Strategy, Marketing, and Meaningful ConnectionsAs Marketing Director for The Lee Team in Las Vegas, and supporting the marketing team at The Wealth Consulting Group, Margo Herwig leads strategic marketing...

Michelle Cooley

Compliance Specialist

mcooley@wealthcg.com

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...

Moira Cowan

Client Service Manager

mcowan@wealthcg.com

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...

Rey Hernandez

Graphic Designer

rhernandez@wcgadvisor.com

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,...

Ryan Wiener

Wealth Planning Coordinator, ARC

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...

Sarah Worden

Marketing Associate

sworden@wealthcg.com

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....

Timorey Altamos

Operations Associate, San Diego

taltamos@wealthcg.com

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....

Tyler Hollis

LPL Registered Client Service Associate

702-224-2081

(661) 607-1835

thollis@wealthcg.com

Delivering Precision and Care in Client ServiceAs a 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...

William Tangog

Research Associate & Trading Assistant

wtangog@wealthcg.com

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...

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