About The Wealth Consulting Group
a wealth advisory firm serving individuals, families and corporations. our vision is to be the best wealth management company in the minds of our clients and centers of influence. ou... Read more
The Wealth Consulting Group Leadership:
| Employee | Department | Total Email Source | |
|---|---|---|---|
 David Wernerowner member | Executive | 1 | |
 Amber KodadDirector of Financial Planning/Advisor Resource Center | Executive | 5 | |
 Jimmy Leefounder ceo | Executive | 5 | |
Jimmy Leefounder ceo | Executive | 0 | |
 Mark Sensemanchief information officer managing partner | Executive | 0 |
Contact profiles The Wealth Consulting Group:
| Employee | Department | Total Email Source | |
|---|---|---|---|
 Cheryl ConstantinoPartner, Personal CFO | 1 | ||
Alissa ToddParaplanner | 4 | ||
 Lisa Dashnawoperations manager | 1 | ||
 Brian Foleytrading department manager and research coordinator | 3 | ||
Mike Cfomanaging partner | Management | 5 | |
Jackie Akerbergoperations manager | 3 | ||
Barclay Callenderwealth advisor | 1 | ||
Brianne Sosciacertified financial plannerâ | 1 | ||
 Kyle Sosciaregistered representative | 1 | ||
Diane Reedfinancial advisor, personal chief financial officer | 1 | ||
 Roy Moon | 1 | ||
Lan Tranmanaging partner certified financial planner™ | Management | 1 | |
Christian Chaseypartner, lpl financial planner | 1 | ||
Clinton Akerbergmanaging partner, personal chief financial officer | 5 | ||
Christopher Adajarpartner - wealth advisor | 1 | ||
Anthony Turcottemanaging partner | Management | 2 | |
 Ian Jonespartner, personal chief financial officer | 1 | ||
Matthew RobertsWealth Advisor | 3 | ||
 Tony Brewerfinancial advisor | Finance | 1 | |
Jack EwingCOO | 1 | ||
Jeanette NgFinancial Advisor | Finance | 1 | |
 Shelley Hartsuikeradministrative assistant | 2 | ||
Jennifer Minghinemarketing director | Marketing | 0 | |
Su ZukerOffice Manager | Communication | 0 | |
Joe RedmondFinancial Advisor; Financial Representative | Finance | 0 | |
Jamie Kohnkeprogram manager | Software | 0 | |
Ryan JungPlanning Assistant | Communication | 0 | |
Maria Miller | 0 | ||
Charlie Hall | 0 | ||
Ron ProtoFinancial Advisor, LPL Registered Representative | Finance | 0 | |
Amanda PecotClient Service Specialist | Support | 0 | |
Chfc® Lawrence Weller | 0 | ||
Stephanie Barnierwealth consultant | 0 | ||
Michele Brigman-PembertonManaging Partner | Management | 0 | |
Stephen Sayleslpl registered representative financial advisor lpl financial the wealth consulting group | Finance | 0 | |
Kristine Rodarte | 0 | ||
Shanna Kehoepartner personal cfo | Management | 0 |
The Wealth Consulting Group Email Metrics
The Wealth Consulting Group has 86 email addresses.
The Wealth Consulting Group has 84 personal email addresses, .
The Wealth Consulting Group has 2 generic email addresses.
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