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Mark Starr, AAMS®

Mark Starr, AAMS®

Personal CFO, Wealth Advisor

mstarr@wealthcg.com

Mark joined the financial services industry in 2012, after ten years as a mortgage broker. Mark is an Investment Advisor Representative with WCG Wealth Advisors, LLC who holds the Accredited Asset Management Specialist℠ or AAMS®...
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Andy Kalbaugh

Andy Kalbaugh

President/WCG

akalbaugh@wealthcg.com

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 leadership committee, helping guide the firm’s long-term growth strategy. Andy brings more...

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Andrew D’Addio

Andrew D’Addio

Managing Director

Adaddio@wealthcg.com

Andrew joined The Wealth Consulting Group in September of 2015 as a Practice Management and Integration Director. Andrew is a seasoned practice management and business development professional with more than 25 years of industry...
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Jim Worden, CFA®, CMT®, CAIA®

Jim Worden, CFA®, CMT®, CAIA®

Chief Investment Officer

jworden@wealthcg.com

With more than 22 years of professional investment experience, Jim has experience as an advisor, in building and overseeing multiple advisory platforms, and in managing two mutual funds. Jim has built fundamental, risk-based, and...

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Talley Leger

Talley Leger

Chief Market Strategist

tleger@wcgadvisor.com

Talley is the Chief Market Strategist of The Wealth Consulting Group (WCG). In this role, he is responsible for formulating and communicating his views on the economic and investment landscapes, with a focus on stocks. Mr. Léger...
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Paisley Nardini

Paisley Nardini CFA, CAIA

Managing Director, Simplify

Paisley is a portfolio manager and multi-asset strategist at Simplify focused on product innovation, thought leadership and portfolio management. Prior to Simplify, she was a client portfolio manager and strategist for Invesco's...
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Jimmy Lee

Jimmy Lee

Founder & Chief Executive Officer

jimmy@wealthcg.com

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 from the very beginning and has grown WCG as an entrepreneur into a wealth management...

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Christopher T. Rand, Ph.D., CFP®, CLU®

Christopher T. Rand, Ph.D., CFP®, CLU®

Managing Partner, Personal CFO

(619) 546-6044

crand@fideswealth.com

With more than twenty-five years of experience in the financial services industry, Chris is a professional who cares deeply about the best interests of his clients. He prides himself on the meticulous care and attention he gives every...
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Victor Orozco CFP®, CSRIC®

Victor Orozco CFP®, CSRIC®

Managing Partner

Victor@BairFinancialPlanning.com

Bachelor of Science, Finance Series 7 registration held through LPL Financial. Series 66 registration held through WCG Wealth Advisors and LPL Financial. Victor Orozco is one of the managing partners at Bair Financial Planning. His...

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Anthony Turcotte Jr.

Anthony Turcotte Jr.

Managing Partner

Anthony (Tony) moved to California in 2002 after graduating with a Bachelor of the Arts degree majoring in Business with a minor in Economics. Tony immediately entered the financial advisory business after college, and it has been his...
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Mark Senseman, ChFC®, MBA

Mark Senseman, ChFC®, MBA

Managing Partner

Jason Lin

Jason Lin

Director, Trading & Research

jlin@wealthcg.com

Jason is the Director of Trading and Research, bringing a strong foundation in economics, finance, and strategic analysis to his role. Born and raised in Pasadena, California, he earned his degree in Economics and Sociology from the...
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Caitlin Allard

Caitlin Allard

Director, ARC

callard@wealthcg.com

Caitlin brings over 17 years of experience in corporate and personal financial planning. Prior to joining WCG, she developed detailed comprehensive financial plans for high-net-worth clients at small RIAs. She began her career working...
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Erika Ferris

Erika Ferris

Director, Retirement Plans / Financial Planning

eferris@wealthcg.com

With over 25 years of experience in the investment industry, Erika brings a wealth of expertise to the Wealth Consulting Group. Specializing in qualified retirement plan design, recordkeeping, and plan consulting for employers, she is...
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Raymond Bell

Raymond Bell

Advanced Insurance Consultant

rbell@wealthcg.com

With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting, large case design and negotiation. Before joining the Wealth Consulting Group, Ray was an internal wholesaler at Sun Life and most...

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Rosemary Richard

Rosemary Richard

Chief Compliance Officer

rrichard@wealthcg.com

Rosemary Richard brings over 25 years of compliance experience in senior-level roles. She has worked at large multinational firms such as Citibank/Smith Barney, AXA Equitable, and MONY throughout her career. She most recently served as...
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