Valued Financial Advisors Since 1995 | About The Wealth Consulting Group

Driven by Values. Defined by Purpose.

In 2024, the team aligned with The Wealth Consulting Group (WCG) to enhance investment management capabilities and compliance oversight while remaining under LPL Financial. That relationship has since deepened into a business partnership, reflecting a shared vision for strategic growth and long-term success.

Today, our team works collaboratively to help clients navigate financial complexity with clarity and confidence. By combining experience, perspective, and coordinated planning, we provide guidance designed not just to build wealth — but to help make life better.

Our values that shape how we show up for you every day.

Accountable

Our team strives to own our goals, what we say we will do, and our mistakes.

Collaborate

We attract people who like being a part of a community and learning from each other.

Humble

While we want to win we admire authentically managing our egos.

Integrity

Always doing the right thing guides our every day decisions.

Celebrate

Life is better when we have fun and cheer others.

Discipline

This is how we deliver consistent predictable results and create positive change.

Achieve

We want to be successful and surround ourselves with doers.

Diverse

we believe different backgrounds and open mindedness makes us better.

Who We Are - in Action

At WCG, our values aren’t just written on paper, they’re lived every day. From collaborative planning sessions to meaningful client conversations and community outreach, these moments define who we are and how we make life better.