Phoenix, Arizona

Gerry has over 50 years of experience in the financial services industry managing the needs and objectives of individuals and companies. He became involved in financial planning when clients started seeking answer to questions that he wasn’t prepared to answer.  After becoming a wealth advisor, he became an adjunct instructor at Adelphi University and taught a course titled “An Introduction to Financial Planning”.

While with an east coast regional broker/dealer, he managed the Financial Planning and Retirement Planning departments, providing guidance to over 600 Financial Advisors. Through his efforts, the first retirement plan administration department within a Wall Street firm was created. Gerry spent many years in the retirement plan marketplace, helping individuals and companies establish appropriate plans to manage their financial objectives.

Recognizing the need of the baby boomer generation was quickly changing from accumulation of assets to retirement income generation, wealth preservation, and the orderly transfer of assets to the next generation, he returned to his first love, working with individuals to manage the next phase of their lives. Mindful of current market conditions, Gerry focuses on his client’s objectives and risk tolerance, rather than an asset allocation model, to determine the selection of investment alternatives.

Through Wealth Consulting Group, he works with associates that he believes are some of the best minds in their field of expertise – investments, plan design assistance, and estate planning. Together, they have the combined experience and resources to manage even the most complex financial situations.

Mark is the Chief Investment Officer and the Managing Partner of the Phoenix branch of WCG. As a result of his education and experience, Mark is well-positioned to assist individuals, families, and businesses with their asset, income, and wealth protection needs. By working closely with his clients to develop their personal strategy to accumulate wealth, reduce taxes, maximize their retirement programs, and secure appropriate protection instruments, he believes his clients are better able to pursue their individual needs and objectives. He seeks to accomplish this through careful portfolio analysis, asset allocation review, the development of individually tailored financial strategies, and regular performance reviews.

Previously, Mark has served as the Investment Specialist for New England Financial in Arizona for 20 years and was a Master Agency Builder for the firm. He has a B.S. degree in Finance from Arizona State University and an MBA with an emphasis in international finance from Western International University.

With his many years of experience and desire to help people, Mark offers the insight clients require to help them pursue their financial goals and investment objectives.

Mark is a second-generation Arizonian. He and his wife Phyllis live in Scottsdale and have two daughters.

Mark Senseman is solely an investment advisor representative of Wealth CG, and not affiliated with LPL Financial.

Matt is a Vice President and Wealth Manager for The Wealth Consulting Group. He is supported by a staff that specializes in financial planning, risk management, investment, retirement and estate strategies.

Matt’s focus is on helping business owners, physicians and successful professionals analyze investments, preserve business and family assets, plan for retirement and efficiently transfer assets to their heirs.

He began his career in 1998 at Lincoln/Sagemark providing financial planning advice to successful physicians and business owners. Matt took his experience in financial planning to New England Financial in 2005 and created their financial planning department in a four-state region in the southwest. He built the department into the second largest planning firm in the New England system in 3 years and served on MetLife’s Quality of Advice committee where he helped set financial planning standards and audited financial plans nationwide. Over his career he has written, audited and presented well over 1,000 financial plans for his clients and clients across the country.

On a personal note, Matt currently sings Tenor with the Orpheus Male Chorus of Phoenix. He has also served as Board Chairman of the Beatitudes Campus Foundation, Board President of Free Arts for Abused Children of Arizona, Board Treasurer of the Electrical Contractors Association, Board Treasurer of ActorsTheatre of Phoenix and on the Marketing Committee for the Phoenix Art Museum. Matt resides in Phoenix with his wife Peggy and daughter Madelyn.

As Co-Founder, Chuck leads our team in advising clients on all aspects of their wealth management plans. He has over 25 years of personal experience in wealth management services and is a seasoned professional with experience in the banking, mortgage, and tax preparation industries. Chuck specializes in designing and implementing strategies in an effort to assist clients in accumulating assets for retirement as well as advising those clients in their retirement years.

As a Partner in Palo Verde Wealth Management, Chuck is responsible for all areas of client engagement and provides strategic advice, highly personalized service, and access to a complete range of custom investment strategies. Chuck and his team work closely with clients and their advisors to develop financial strategies that help clients address their current needs and plan for their long-term objectives. Chuck and his wife of 44 years have lived and worked within the Scottsdale/Phoenix community for more than 43 years, he is a proud husband, father of two daughters, and grandfather of two, and he is actively involved in the community.