Broker Check

(515) 277-6462

The Wealth Consulting Group Team

Wealth Advisors & Personal CFOs

Clinton Akerberg, CSRIC™

Clinton Akerberg

Personal CFO, Managing Partner

(515)277-6462

Joel Drake

Joel Drake

Managing Partner

(515) 410-9805

Client Services

Nikki Reichardt

Nikki Reichardt

Director of Client Relations, Office Manager

(515)277-6462

Pam Traeger

Pam Traeger

Partner, Client Operations

(515) 410-9806

Jackie Akerberg

Jackie Akerberg

Operations Manager

(515) 277-6462

Investment Strategy Committee

Jimmy Lee

Jimmy Lee

Founder, CEO, Personal CFO

Chris Rand

Christopher T. Rand

MSFS, CFP®, AIF®, CLU®

Victor Orozco, CSRIC™

Victor Orozco, CSRIC™

Investment Strategy Committee

Anthony Turcotte, Jr.

Anthony Turcotte, Jr.

Managing Partner

Jim Worden CFA®, CMT®, CAIA®

Jim Worden CFA®, CMT®, CAIA®

Chief Investment Officer

Laura J. Latourette CFP®

Laura J. Latourette CFP®

LPL Registered Principal Managing Partner, Family Wealth Management Group

Mark Senseman CHFC®, MBA

Mark Senseman CHFC®, MBA

Managing Partner

Marlo Stil

Marlo Stil

Co-Founder of High Impact Portfolios (HIP), Retired

The Investment Strategy Committee (ISC) is comprised of some of the firm’s most senior investment professionals, and other team members. The ISC provides model portfolios for advisors of the firm to use with their clients. The model portfolios are comprised of a core of strategically allocated asset classes the ISC created with the goal to help minimize risk while maximizing return potential surrounded by satellite positions to enhance alpha.

The ISC uses technical analysis tools to manage tactical models that are designed with the goal of hedging downside risk.  Please consult with your WCG Wealth Advisor to determine what is appropriate for your investment goals.

Investing involves risk, including the potential loss of principal. No strategy assures success or protects against loss. Alpha measures the difference between a portfolio's actual returns and its expected performance, given its level of risk as measured by Beta. A positive (negative) Alpha indicates the portfolio has performed better (worse) that its Beta would predict.

Advanced Planning Team

Amber Kodad

Amber Kodad, MBA, CFP®

Director, Advisor Resource Center/Financial Planning

Raymond Bell

Raymond Bell

Advanced Insurance Consultant

Brian Foley

Brian Foley, CFP®

Trading Department Manager & Research Coordinator

The Wealth Consulting Group offers access to a professional team of highly trained professionals who are organized strategically to address problems and create strategies in advanced areas of wealth management and corporate finance. Your advisor can quickly engage a team of professionals who bring the skill and experience you require across multiple financial disciplines, including:

  • Advanced estate planning
  • Money management
  • Charitable planning
  • Multi-generational family planning
  • Business succession planning
  • Executive/employee benefits
  • Retirement planning

Ask your advisor how our Advanced Planning Team can help you pursue your financial goals.

Legal services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified legal advisor.

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