Team Clinton Akerberg Personal CFO, Managing Partner (515)277-6462 firstname.lastname@example.org An entrepreneur by nature with a passion for finance, Clinton’s core competency lies in identifying effective and efficient solutions to complex problems. Just as a business employs a CFO to coordinate the many aspects of its... Read more Nikki Reichardt Director of Client Relations, Office Manager (515)277-6462 email@example.com Nikki’s core competency is her in-depth knowledge of wealth management and tax implications as well as her genuine care for our clients’ needs and attention to detail when assisting with the implementing their Personal... Read more Jackie Akerberg Operations Manager (515) 277-6462 firstname.lastname@example.org Jackie’s core competency becomes apparent in her love for organization. She ensures we have a process to support everything we do. This makes her a perfect fit for the Wealth Consulting Group team, as an organization is a key... Read more Brinkley Akerberg Mascot Brinkley, an English Golden Retriever is our undisputed mascot. He has a gentle soul and is impeccably well mannered. Read more Raymond Bell Advanced Insurance Consultant With over 20 years of industry experience, Ray is a well-respected professional in advanced underwriting, large case design and negotiation. Before joining the Wealth Consulting Group, Ray was an internal wholesaler at Sun Life and... Read more Amber Kodad, MBA, CFP® Director, Advisor Resource Center/Financial Planning Director, Advisor Resource Center/Financial Planning Master’s in Business Administration (MBA) Bachelor of Science, Financial Services Series 7 and Series 63 Securities Registrations held through LPL Financial. Registered... Read more Have a Question? Name Email Address Question Thank you! Oops!