Rosemary Richard
Chief Compliance Officer
Rosemary Richard brings over 25 years of compliance experience in senior-level roles. She has worked at large multinational firms such as Citibank...
Rey Julian
Chief Growth Officer
Rey Julian brings to The Wealth Consulting Group (WCG) a wealth of experience from a long career dedicated to serving the independent advisor space...
William Tangog
Research Associate and Trading Assistant
William serves as a Research Associate and Trading Assistant at The Wealth Consulting Group. He joined the firm two months before graduating from 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
Financial Planning/Investment Intern
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 January of 2023 as the Director of First Impressions/Office Administrator for the Las Vegas office. She...
Alisa Foster
Paraplanner
Alisa is a Paraplanner at The Wealth Consulting Group's Advisor Resource Center. Before joining WCG, she spent several years in advisor support roles...
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...
