William Tangog
Research Associate and Trading Assistant
William Tangog joined The Wealth Consulting Group in 2022 and serves as a Research Associate and Trading Assistant. In his role, he supports the...
Michelle D. Cooley
Compliance Specialist
Michelle D. Cooley is a native of New York City, NY and currently resides in both Fort Worth, Texas and Temecula, California. She has been in the...
AJ D’Addio
Wealth Planning Coordinator
AJ was born and raised in New Jersey but now calls the West Coast home. His home is in Portland, Oregon. He recently graduated from Marist College...
Laura Rehberger
Director of First Impressions
Office Administrator
Office Administrator
Laura joined The Wealth Consulting Group in 2023. In addition to welcoming clients into the office, she coordinates the firm’s corporate events...
Jim Worden CFA®, CMT®, CAIA®
Chief Investment Officer
With more than 22 years of professional investment experience, Jim has experience as an advisor, in building and overseeing multiple advisory...
Brandon Danziger
Director of Finance
Brandon Danziger, hailing from New Jersey, ventured to California Lutheran University to pursue his passion for business administration. There, he...
Cristian Lopez
Director of Business Development
Cristian Lopez is originally from Vina Del Mar, Chile. In 1998 he earned a tennis collegiate scholarship to the United States, and graduated from...
Sarah Worden
Marketing Associate
Sarah is a Marketing Associate at The Wealth Consulting Group. She graduated from Brigham Young University Hawaii in 2023 with a bachelor’s in...
Caitlin Allard
Director, ARC
Caitlin brings over 17 years of experience in corporate and personal financial planning. Prior to joining WCG, she developed detailed comprehensive...
Erika Ferris
Director Retirement Plans/Financial Planning
With over 25 years of experience in the investment industry, Erika brings a wealth of expertise to the Wealth Consulting Group. Specializing in...
Jason Lin
Director, Trading & Research
Jason is the Director of Trading and Research, bringing a strong foundation in economics, finance, and strategic analysis to his role. Born and raised...
Jade Lee
Associate Creative Director
Jade Lee is a multidisciplinary creative with over eight years of experience in creative direction, graphic design, and multimedia storytelling. As...
