Team
Our experienced team of professionals is here to help you with all of your financial needs. We specialize in creating an approach that is designed to address your individual situation. Get to know more about our team below.
David K. Brown
Registered Representative, LPL Financial
707-571-0214
David has served individuals and families in the Sonoma County area, and beyond, achieve their financial goals for nearly 30 years. He is a Certified Financial Planner® and a member of the Redwood Empire Estate Planning Council...
Rosa Albor
Director of Operations
707-571-0214
Rosa has been working in the securities industry since 2004, she joined the Encore team in the summer of 2012. Click on Rosa's picture to learn more...
Jacob Mauney
Client Services Associate
Jacob Mauney is a graduate of UC Davis with a major in managerial economics. He has experience in ISO 9001 quality management system certification and specializes in designing and implementing processes that ensure continual...
Andrew D'Addio
Director, Practice Management Implementation
Andrew joined The Wealth Consulting Group in September of 2015 as a Practice Management and Integration Director. Andrew is a seasoned practice management and business development professional with more than 25 years of industry...
Amber Kodad
Director, Advisor Resource Center
Director, Advisor Resource Center/Financial PlanningMaster’s in Business Administration (MBA)Bachelor of Science, Financial ServicesSeries 7 and Series 63 Securities RegistrationsRegistered Representative with LPL...
Brian Foley
Trading Department Manager & Research Coordinator
Dara Asuncion
Marketing Manager
Jim Worden
Chief Investment Officer
John " Jack" Ewing
MBA, CFO
REGISTRATIONS Series 7 (General Securities Representative)Series 66 (Uniform Combined State Law)Series 24 (General Securities Principal) Life, Health & Variable Annuity Insurance LicensesSeries 7 and 24 registrations held with LPL...
John Stewart
Director of Operations
Kathleen Talamayan
Financial Planning Coordinator
Lisa Mitrovich
Sr. Operations Manager and LPL Registered Administrative Associate
Lisa Dashnaw is The Wealth Consulting Group’s Sr. Operations Manager. Lisa joined the firm in 2009. She oversees the day-to-day operations, implements compliance standards, organizes offices, and is in charge of new office...
Marcie Ushijima
Marketing Associate - Las Vegas
Marcie joined The Wealth Consulting Group in 2020. Marcie has worked in a supportive role for over 10 years, and continues to build her knowledge base to better assist with...
Moira Cowan
Client Service Associate
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 joining the Wealth Consulting Group, Ray was an internal wholesaler at Sun Life and most...
Timorey Altamos
Director of First Impressions
Sharendeep Gill
Director of First Impressions
Sharen is the Director of First Impressions for the Santa Rosa Office. She looks forward to greeting guests as they walk through the door and building lasting relationships with clients, helping them in any way she can.Sharen enjoys...