Brook Menees CFP ®

Financial Advisor
Brook is a CERTIFIED FINANCIAL PLANNER ™ with over 32 years of experience as a Financial Advisor. Brook and his two exceptional staff members work...

Skott McKinney

Chief Marketing Officer
Shaping the Future of Independent Wealth Marketing As Chief Marketing Officer at The Wealth Consulting Group, Skott McKinney brings more than a decade...

Andy Kalbaugh

President
As President of The Wealth Consulting Group (WCG), Andy leads the firm’s advisor support, sales, and operations teams. He also serves on WCG’s...

Aja Riesberg

Executive Administrator
Supporting Growth with Purpose and Precision Aja (pronounced “Asia”) joined The Wealth Consulting Group in 2025, bringing a diverse background in...

E Matt Gilliam

Senior Vice President, Strategic Partnerships
Empowering Advisors to Lead with Purpose Matt Gilliam brings over 25 years of financial services leadership to The Wealth Consulting Group, where he...