Wealth Advisors & Personal CFO’s
Los Angeles (Westlake Village)
Click on photos below for a brief biography
Adriane Lowe, CFP®, CLU®, ChFC®, ChSNC®
Certified Financial Planner™
Anthony Turcotte, Jr.
Managing Partner, Personal CFO
Roy Moon
Personal CFO
Claudina Fenley
Client Service Associate
WCG Team Members
Amber Kodad, CFP®, MBA
Director, Advisor Resource Center
Andrew D’Addio
Director, Practice Management Implementation
Brian Foley, CFP®
Trading & Research Assistant
Brittany Damico
Business Development Specialist
Dara K. Asuncion
Marketing Manager
Gabriel Adams, CFP®
Manager, Financial Planning
John “Jack” Ewing
MBA, CFO
John Stewart
Director of Operations
Lauren Sawyer
Client Service Associate
Lisa Dashnaw
Operations Manager
Matthew Pierce, CFA®
VP, Trading and Research
Moira Cowan
Client Services Associate
Rafael Melendez
Financial Planning Coordinator
Raymond Bell
Advanced Insurance Consultant
Reina Otsuka
Research Assistant Las Vegas
Shelley Echeverria
Chief Compliance Officer
