Gerry Goz
Wealth Advisor
Gerry has over 50 years of experience in the financial services industry managing the needs and objectives of individuals and companies. He became...
Mark Senseman ChFC®, MBA
CIO, Managing Partner
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...
Matthew Roberts
Vice President
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...
Charles R Schwarz III
Partner
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...