The Wealth Consulting Group Team Wealth Advisors & Personal CFOs Clinton Akerberg Personal CFO, Managing Partner (515)277-6462 firstname.lastname@example.org Joel Drake Managing Partner (515) 410-9805 email@example.com Client Services Nikki Reichardt Director of Client Relations, Office Manager (515)277-6462 firstname.lastname@example.org Pam Traeger Partner, Client Operations (515) 410-9806 email@example.com Jackie Akerberg Operations Manager (515) 277-6462 firstname.lastname@example.org Investment Strategy Committee Jimmy Lee Founder, CEO, Personal CFO email@example.com Christopher T. Rand MSFS, CFP®, AIF®, CLU® firstname.lastname@example.org Victor Orozco, CSRIC™ Investment Strategy Committee email@example.com Anthony Turcotte, Jr. Managing Partner Jim Worden CFA®, CMT®, CAIA® Chief Investment Officer Laura J. Latourette CFP® LPL Registered Principal Managing Partner, Family Wealth Management Group Mark Senseman CHFC®, MBA Managing Partner 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, MBA, CFP® Director, Advisor Resource Center/Financial Planning firstname.lastname@example.org Raymond Bell Advanced Insurance Consultant email@example.com Brian Foley, CFP® Trading Department Manager & Research Coordinator firstname.lastname@example.org 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 planningMoney managementCharitable planningMulti-generational family planningBusiness succession planningExecutive/employee benefitsRetirement planningAsk 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. Have a Question? Name Email Address Question Thank you! Oops!