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*
Managing Director
Brian Foley, CFP®
Trading Department Manager & Research Coordinator
Dara K. Asuncion
Marketing Manager
Jim Worden**
Chief Investment Officer
John “Jack” Ewing
MBA, CFO
John Stewart
Director of Operations
Kathleen Talamayan
Financial Planning Coordinator
Lisa Dashnaw
Senior Operations Manager
Marcie Ushijima
Director of First Impressions
Las Vegas
Mario Stadtlander
Associate – Research, Trading & Financial Planning
Moira Cowan
Client Services Associate
Raymond Bell
Advanced Insurance Consultant
Ryan Schlender
Compliance Specialist
Sonja Wall
Chief Compliance Officer
Timorey Altamos
Director of First Impressions
San Diego
*Andrew D'Addio is not affiliated with LPL Financial.
**Jim Worden and Shaddy Ibrahim are solely investment advisor representatives of WCG Wealth Advisors LLC, and not affiliated with LPL Financial.
