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At any stage of life, we are here to help you.

 

 

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How we can help you.

There are many financial products in the market, and so choosing the ones that best address an individual client’s needs can be complicated.

 

 

Personal CFO

 

Investment Management

 

High Impact Investing

 

 

Your Risk Number

 

Your Personal Financial Website

 

Risk Management and Business Owner Solutions

 

Help others simplify their lives with the Wealth Consulting Group

Refer a Friend

Michael Woitkoski

Managing Partner & Personal CFO

Financial independence. Retirement. Investing. Things we know we should be focusing on, but that can be stressful and...

Alissa Todd

Wealth Advisor, Personal CFO

As your Wealth Advisor & Personal CFO, I work with you to design and implement your Wealth Plan, Investment Portfolios...

Amber Kodad

Amber Kodad CFP® MBA

Director of Advisor Resource Center

Amber Kodad is The Wealth Consulting Group’s Director of Financial Planning/Advisor Resource Center (ARC). Amber has...

Ray Bell

Ray Bell

Advanced Insurance Consultant

With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting, large case...

Jim Worden

Chief Investment Officer

Jim is the Chief Investment Officer with more than 22 years of professional investment experience, Jim has experience as...

Kathleen Talamayan

Financial Planning Coordinator

Kathleen is a Financial Planning Intern at The Wealth Consulting Group. She assists the team by preparing the initial...

Lisa Dashnaw

Lisa Dashnaw

Senior Operations Manager

Lisa Dashnaw is The Wealth Consulting Group’s Sr. Operations Manager. Lisa joined the firm in 2009. She oversees the day...

Christine Day-Reyes

Administrative Assistant

Christine Day-Reyes is an Administrative Assistant at LPL Financial. She partners with advisors to provide support on...

Angelique Scibilia

Angelique has an extensive background in the financial services industry of almost 8 years. Now working with Michael...

Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

Weekly Market Commentary  Market Insights