Mark Starr AAMS®

Personal CFO, Wealth Advisor
Mark joined the financial services industry in 2012, after ten years as a mortgage broker. Mark is an Investment Advisor Representative with WCG...

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...

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...

Amber Kodad MBA, CFP®

Director, Advisor Resource Center
Director, Advisor Resource Center/Financial Planning Master’s in Business Administration (MBA) Bachelor of Science, Financial Services Series 7 and...

Kathleen Talamayan

Paraplanner
Kathleen is a Financial Planning Intern at The Wealth Consulting Group. She assists the team by preparing the initial stages in creating personal...

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...

Dara K. Asuncion

Marketing Manager
Dara K. Asuncion started her career with The Wealth Consulting Group as the Director of First Impressions in 2008. During that time, she built many...