Timorey Altamos
Director of First Impressions
Timorey is the Director of First Impressions for the San Diego office. She has a strong work ethic and she is excited to provide exceptional customer...
Raymond Bell
Advanced Insurance Consultant
With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting, large case design and negotiation. Before...
Moira Cowan
Client Service Manager
Moira joined The Lee Team and WCG in October 2017. Moira has been in the financial services industry for over 15 years and brings a wealth of client...
Ashley McCall
Client Service Associate
Ashley McCall is beginning her career with The Wealth Consulting Group as a Client Service Associate. In her role, she hopes to provide clients with...
Andrew D’Addio
Managing Director
Andrew joined The Wealth Consulting Group in September of 2015 as a Practice Management and Integration Director. Andrew is a seasoned practice...
Brian Foley CFP®
Trading Department Manager & Research Coordinator
Brian is a Certified Financial Planner™ with the Wealth Consulting Group. He graduated from Boise State in 2016 with a Bachelor in Finance and played...
John Stewart
Director of Operations
John Stewart is a graduate of Denver University where he received a double major in Finance & Marketing. Prior to joining The Wealth Consulting Group...
Talley Léger
Chief Market Strategist
Talley is the Chief Market Strategist of The Wealth Consulting Group (WCG). In this role, he is responsible for formulating and communicating his...
Lisa Mitrovich
VP, Operations
Lisa Mitrovich is The Wealth Consulting Group’s VP of Operations. Lisa joined the firm in 2009. She oversees the day-to-day operations, leads...
Steven Odendahl
Chief Operating Officer
Steve has over 15 years of Financial Services experience. Before joining the Wealth Consulting Group, Steve was the Chief Operating Officer for a...
Andrew Odaniell
Director of Marketing
Andrew Odaniell is the Director of Marketing at The Wealth Consulting Group. He strives to highlight the cultural essence and client satisfaction that...
Anna Ricci
Marketing Associate
Anna Ricci started her career with The Wealth Consulting Group as the Director of First Impressions in Las Vegas, Nevada. Currently, she is an...
