Valued Financial Advisors Since 1995 | About The Wealth Consulting Group

Meet The Team

Jim Hawryluk, AIF®, C(k)P®

Personal CFO

With over 37 years of experience in the financial services industry, Jim brings extensive knowledge and expertise to his role. Born and raised in sunny South Florida, Jim began his career on Wall Street in 1987. Since then, he has...

Kimberly Meade, CFP®

Director of Financial Planning

Kim.meade@wealthcg.com

As a CERTIFIED FINANCIAL PLANNER™ Professional, Kimberly with over 10 years of experience is a reliable resource for developing financial plans that align with clients' values and priorities throughout all life stages. From college...

Courtney James

Manager of Client Relations

Courtney.james@wealthcg.com

Courtney is an Executive Assistant to Jim Hawryluk and collaborates closely with Kimberly Meade, CFP®. Leveraging her 8 years of experience, she assists clients with their financial needs while continuing to support existing clients in...

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...

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...

Brandon Danziger

Director of Finance

bdanziger@wealthcg.com

Brandon Danziger, hailing from New Jersey, ventured to California Lutheran University to pursue his passion for business administration. There, he completed his Bachelor's degree in Business Administration and later returned for his...

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...

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...

E. Matt Gilliam

SVP, Strategic Partnerships

mgilliam@wealthcg.com

Empowering Advisors to Lead with Purpose Matt Gilliam brings over 25 years of financial services leadership to The Wealth Consulting Group, where he is driven by a passion for helping others achieve and exceed their goals. His focus is...

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...

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...

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...

Lisa Mitrovich

VP, Operations

lisa@wealthcg.com

Lisa Mitrovich is The Wealth Consulting Group’s VP of Operations. Lisa joined the firm in 2009. She oversees the day-to-day operations, leads custodian relationships, runs advisor onboarding and transitions into WCG, runs advisor...

Michael Woitkoski

Managing Partner, San Diego

michael@wealthcg.com

Financial independence. Retirement. Investing. Things we know we should be focusing on, but that can be stressful and time consuming… As your Personal CFO, my job is to give you the freedom to make lifestyle decisions without financial...

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...

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...

Skott McKinney

Chief Marketing Officer

smckinney@wealthcg.com

Shaping the Future of Independent Wealth Marketing As Chief Marketing Officer at The Wealth Consulting Group, Skott McKinney brings more than a decade of experience designing marketing and creative strategies that drive growth for...

Steven Odendahl

Chief Operating Officer

sodendahl@wealthcg.com

Steve has over 15 years of Financial Services experience. Before joining the Wealth Consulting Group, Steve was the Chief Operating Officer for a MassMutual agency in Denver. Steve has focused on process and operational improvements...

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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