Mark Starr AAMS®
Personal CFO, Wealth Advisor
Mark joined the financial services industry in 2012, after ten years as a mortgage broker. Mark is an Investment Advisor Representative with WCG...
Ashley McCall
Client Service Associate
Ashley McCall is beginning her career with The Wealth Consulting Group as a Client Service Associate. In her role, she hopes to provide clients with...
Jim Worden CFA®, CMT®, CAIA®
Chief Investment Officer
With more than 22 years of professional investment experience, Jim has experience as an advisor, in building and overseeing multiple advisory...
Andrew D’Addio
Managing Director
Andrew joined The Wealth Consulting Group in September of 2015 as a Practice Management and Integration Director. Andrew is a seasoned practice...
Raymond Bell
Advanced Insurance Consultant
With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting, large case design and negotiation. Before...
ROSEMARY RICHARD
Chief Compliance Officer
Rosemary Richard brings over 25 years of compliance experience in senior-level roles. She has worked at large multinational firms such as Citibank...
