The Wealth Consulting Group Team Des Moines Team Clinton Akerberg Personal CFO, Managing Partner (515)277-6462 firstname.lastname@example.org Nikki Reichardt Director of Client Relations, Office Manager (515)277-6462 email@example.com Jackie Akerberg Operations Manager (515) 277-6462 firstname.lastname@example.org Brinkley Akerberg Mascot Investment Strategy Committee Matthew Pierce, CFA® VP, Trading and Research email@example.com Jimmy Lee Founder, CEO, Personal CFO firstname.lastname@example.org Christopher T. Rand MSFS, CFP®, AIF®, CLU® email@example.com Victor Orozco, CSRIC™ Investment Strategy Committee firstname.lastname@example.org The Investment Strategy Committee (ISC) is comprised of some of the firm’s most senior investment professionals, outside advisors, 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. Advanced Planning Team Gabriel Adams, CFP® Manager, Financial Planning email@example.com 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 & Research Assistant 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!