70-177 Highway 111, Suite 201,
Rancho Mirage, CA





Diane Reed

Financial Advisor
Personal CFO
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...

Jana Ham

Managing Partner, Financial Advisor
Jana Ham works with individuals and families in all aspects of comprehensive financial planning. Her approach to financial planning draws on her...

Michele Pemberton

Managing Partner, Financial Advisor
With more than 25 years’ experience in the financial services industry Michele has a great knowledge of investment services and products. She is known...

Karina Rodriguez

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

Solina Barnes

Manager of Client Relations
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...