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
Marcie Ushijima
Director of First Impressions
Las Vegas
Matthew Pierce, CFA®
VP, Trading and Research
Moira Cowan
Client Services Associate
Rafael Melendez, CFP®
Financial Planning Coordinator
Raymond Bell
Advanced Insurance Consultant
Reina Otsuka
Research Assistant
Ryan Schlender
Compliance Associate
Shelley Echeverria
Chief Compliance Officer
