Broker Check


Our team was built on a shared belief that financial planning should be personal, thoughtful, and relationship driven. Calvin, Tommy, Gretchen, and Brenda each bring distinct experience and perspectives, united by a commitment to helping clients plan confidently and fulfilling their motto of making life better.
 
Calvin began his career in 1995 with SunAmerica Securities and transitioned his practice to LPL Financial in 2001, where the team remains today. Tommy joined LPL Financial in 2011, where he met Calvin. After working closely together for several years, they joined forces and became business partners.
 
In 2020, the team expanded through the acquisition of another firm, welcoming Brenda in a supporting role to further strengthen operations and enhance the client experience. Two years later, Gretchen joined the team to ensure clients continued receiving the same high level of service as the practice grew. In 2022, she became an advisor, supporting continued growth while maintaining the integrity of the client experience.
 
In 2024, the team aligned with The Wealth Consulting Group (WCG) to provide clients with enhanced investment management services and compliance supervision, all while remaining under LPL Financial. Most recently, the team and WCG took the next step in their relationship by becoming business partners, aligning their vision for long-term success.
Today, the team serves clients collaboratively, allowing them to navigate financial complexity with clarity, confidence, and a highly coordinated approach.

Austin Team

Calvin E. Lee Jr.

Wealth Advisor

calvin@wealthcg.com

Calvin is a seasoned wealth planning professional with more than 30 years of experience helping clients plan confidently for their financial futures. He brings energy and purpose to his work, encouraging clients to “dream bigger than they think possible” while providing the structure, guidance, and clarity to help turn those goals into reality. 
 
Calvin began his financial services career in 1995 with SunAmerica Securities in Austin, Texas. In 2001, he transitioned his practice to LPL Financial, where he has continued to serve clients ever since. His primary focus is retirement planning and investment management, working closely with clients to develop thoughtful strategies that support a smooth and confident transition into retirement. For Calvin, comprehensive financial planning starts with strong relationships—by taking care of clients first, everything else tends to fall into place. 
 
Calvin lives in Austin with his wife, Donna, and is a proud Texas A&M graduate and long-time Aggie football season ticket holder. Calvin and Donna have a daughter, Callie, who earned her master’s degree in accounting from Texas A&M University and is a CPA working in Audit with PwC in Dallas. Outside of work, Calvin enjoys traveling—especially to Disney and Destin—playing golf, listening to classic ’50s and ’60s oldies music, and staying active in the community through his involvement with Children at Heart Ministries and First Baptist Church in Round Rock. 

Tommy Sauriol CFP®

Wealth Advisor

tommy@wealthcg.com

Tommy began his career in wealth management and financial planning in 2010, but his interest in investing started much earlier. As a kid, his grandfather encouraged him to buy his first stock using birthday money, sparking a lifelong curiosity about the markets and how money can be used to build opportunity and long-term security. 
 
Today, Tommy specializes in market analysis and portfolio construction, helping clients make informed, thoughtful decisions about their finances. He believes money is deeply personal and deserves careful attention, clear communication, and a strategy tailored to each client’s goals. His approach is rooted in creating comprehensive financial plans designed to help clients grow, protect, and retain wealth over time. 
 
Tommy studied Finance at the University of Idaho (Go Vandals!) After graduating, he moved from Boise to Austin to begin his career with Charles Schwab. As his career evolved, he realized the most rewarding part of his work was building long-term, meaningful client relationships. In 2011, he joined LPL Financial, where he met Calvin Lee—an experienced advisor who would later become both a close friend and business partner. Tommy earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2014 to better serve his clients. As a fiduciary, he believes that developing and actively monitoring a financial plan is essential to acting in a client’s best interest. He enjoys helping clients see the “big picture,” walking through different scenarios, and bringing clarity to financial decisions that can often feel overwhelming. 
 
Outside the office, Tommy enjoys watching football and baseball, trying new restaurants, attending concerts, traveling, and spending time with his wife, Maggie, and their toy Aussie, Cooper. While his roots are in the Northwest, he’s proud to call Austin home. 

Gretchen Saurage CFP®

Wealth Advisor

gretchen@wealthcg.com

Gretchen’s passion for helping others, combined with her background in financial planning, led her to join The Wealth Consulting Group as a Financial Advisor. She serves as her clients’ Personal CFO, thoughtfully coordinating all aspects of their financial lives. Gretchen’s mission is to help clients pursue financial freedom so they can spend more time focusing on what matters most to them. 
 
Gretchen graduated from Texas A&M University in 2023, earning a bachelor’s degree in finance and completing their Financial Planning Program. Gretchen holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, reflecting her commitment to fiduciary responsibility and providing thoughtful, personalized guidance rooted in trust and transparency. 
 
Prior to joining The Wealth Consulting Group, Gretchen built a strong foundation in the financial services industry through supporting roles at Edward Jones and Intrua Financial. These experiences reinforced her belief in a relationship-first approach focused on the client’s goals and creating plans geared toward their long-term success. Today, she is a business partner at The Wealth Consulting Group alongside Tommy and Calvin, playing an active role in shaping the firm’s growth, vision, and client experience. 
 
Based in Austin, Gretchen enjoys exploring the city with friends and family, attending concerts, spending time on the lake, and traveling whenever possible. She is a proud Aggie and lifelong supporter of Texas A&M. 

Brenda Willis

Client Service Associate

brenda@wealthcg.com

Brenda graduated from Tarleton State University in Stephenville, Texas, with a Bachelor of Science degree in Business. She spent seven years working in banking before transitioning to the financial services industry. After obtaining her financial agent licenses, Brenda recognized that her strengths in client relations, organization, and problem-solving were best suited for a supportive role serving both advisors and clients. 
 
Today, her support of the WCG Austin office and their clients showcases her deep knowledge, attention to detail, and commitment to delivering a seamless client experience. 
 
Brenda and her husband, Larry, live on their much-loved ranch in a small, one-stoplight town. They enjoy a life of raising cattle, owning horses, and observing the many species of wildlife found on their ranch. Along with the joy their children and grandchild bring to their lives, Brenda enjoys traveling, dancing, baking, and reading. 

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