Jeremy Anderson
Personal CFO
Having grown up in a suburb of Orlando, Florida, Jeremy came to Las Vegas in the fall of 1996 as an 18-year-old college freshman on a full scholarship...
Tony Brewer CFP®
VP, Personal CFO
Tony is a CERTIFIED FINANCIAL PLANNER™ Practitioner with The Wealth Consulting Group. He graduated from UNLV with a bachelor degree in economics in...
Barclay Callender CPWA®, CPFA
Financial Advisor, Investment Advisor Representative
I help you put your jigsaw puzzle together. When you come into the office I look at the picture on your "puzzle box”. I want to understand, in detail...
Cheryl A Constantino MBA, CFP®
Partner, Personal CFO
Cheryl and her team help clients make smart decisions about their money. She believes the foundation of a successful plan starts with an understanding...
Yessenia Flores
Office Manager
Yessenia attended University of Nevada, Las Vegas for 4 years where she studied business management. She has worked in the financial industry since...
Jimmy Lee
CEO, Personal CFO
Jimmy is the Founder and CEO of The Wealth Consulting Group (WCG). He began his career in 1995 after graduating from college. He was self-employed...
Brianne Soscia CFP®
Financial Planner
Brianne joined the financial services industry in June of 2011, after eleven years as an elementary school teacher. Brianne is a CERTIFIED FINANCIAL...
Christine Soscia
Financial Consultant
Christine has been in the financial services industry since 1997. She works with business owners in designing, implementing and managing employee...
Jennifer Unick
Client Service Associate
Jennifer’s commitment to excellence, friendly nature and enthusiastic attitude set her apart as an exceptional Client Service Associate. She is...
