Rancho Mirage, California

Diane has been licensed for 14 years.  Prior to joining LPL she has held positions at Fidelity and Merrill Lynch.  She holds FINRA series 7 and 63 through LPL Financial and the series 65 through WCG Wealth Advisors, LLC.  Communication and customer education are important to Diane as she believes these are the foundation to strong, long lasting relationships. She lives in Palm Springs with her husband Jack and their rescue dogs.

"Making a difference by building relationships of trust through education and guidance."

Jana Ham works with individuals and families in all aspects of comprehensive financial planning. Her approach to financial planning draws on her background as a teacher and focuses heavily on educating her clients so they can clarify and prioritize their financial goals and align their financial decisions with their values. She engages in meaningful conversations with her clients to gain a better understanding of what is important to them. This foundation serves as a guide for Jana to help her clients make sound financial decisions for their future.

Before joining The Wealth Consulting Group, Jana retired from Embarcadero Systems where she served as the Vice President of Client Services. She was responsible for building and maintaining client relationships worldwide and delivering outstanding service in a timely manner—experience which easily translates to her financial planning practice.

A resident of Rancho Mirage, Jana holds a degree in education as well as California Life Insurance and Variable Insurance licenses. She is a registered representative with and holds her series 7 registration with LPL Financial. She holds her series 66 registration with LPL Financial and WCG Wealth Advisors. Jana is a member of Mission Hills Country Club where she enjoys playing golf with the ladies group.

CA Insurance License #0G39694

With more than 25 years’ experience in the financial services industry Michele has a great knowledge of investment services and products.  She is known for creating deep client connections and for making our clients feel unique and special. Michele holds her BA in Business/Finance from the University of Phoenix and her professional licenses include: FINRA Series 7 General Securities Representative, NASAA Series 63 Uniform Securities Agent State Law, and NASAA Series 65 Uniform Combined State Law .* She is a licensed agent for Life, Annuity, and Long-term care insurance.

Michele is a member of the Women Leaders Forum of Coachella Valley and the National Women Advisors forum.  Placing communication as the cornerstone of each relationship, Michele and her team strive to treat each client as an individual by listening, then customizing strategies that strive to meet everyone’s personalized needs, and emphasizing superior customer service.

Making her home in Palm Desert, California, Michele spends time with her husband Gary, her daughter Grace and her son Cash.

"Making a difference by building relationships of trust through education and sound advice."

CA Insurance Lic #OB67138

*Series 7 & 63 registrations held with LPL Financial. Series 65 held with WCG Wealth Advisors.

Michele is a Registered Representative with, and securities offered through LPL Financial, Member FINRA/SIPC.

Karina Rodriguez is the Client Services Manager at The Wealth Consulting Group, Rancho Mirage office. She partners with advisors to provide support on administrative tasks and client management functions.

Karina has over nine years of experience in the financial services industry. Before joining LPL, she serves as an Operations Manager at an LPL branch office, with the dual role as a senior sales assistant. She understands the daily operational challenges that clients, their families, and their businesses encounter and is dedicated to managing and guiding a seamless client experience.

Karina is an Arizona native and a new resident of Surprise, Arizona, with her husband, Joseph. She enjoys spending time with her family, traveling, sports, and exercising.

For as long as I could remember I have always loved helping people and for many years I thought I would be doing that in a completely different manner. 

From working in many different fields volunteering as a youth leader and with  at-risk children. Eventually landing in the medical world, I thought for sure the Doctor route was the path I would take but things took a turn for the best.  

I thank my mother for allowing me the space to figure it all out, pushing me to be “anything I want” as long as I put my mind to it and work hard. I owe my work ethic and drive to keep learning and growing to her. For being someone, I have been able to look up to. She is the strongest woman I know, even through all the trials she shows grace and has come out the other end a true winner. 

As I start my journey with Wealth Consulting Group, I bring with me the knowledge and compassion that I learned in the medical world. Being able to see that transfers over to the financial world has been such a blessing. I look forward to being the first initial contact for our clients. I want them to feel welcomed with a bright smile and a sense of comfort.  

I am excited to put my passion for helping people to use in another aspect that still delivers the same result. A person feeling loved and taken care of not just in the moment but with follow-ups and constant contact. 

In my free time, I love traveling and exploring new places and cuisine with my mother who is my best friend. You can often find me with my head in a book or on a flight anywhere.  

Maria Kiner is solely an investment advisor representative of The Wealth Consulting Group, and not affiliated with LPL Financial.