Broker Check

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 Principal, LPL Financial

707-578-5123

707-571-0214

david@encorewm.com

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...

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Rosa Albor

Director of Operations

707-578-5123

707-571-0214

rosa@encorewm.com

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...

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Jacob Mauney

Client Services Associate

707-578-5123

jacob@encorewm.com

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...

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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...

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Amber Kodad

Director, Advisor Resource Center

amber@wealthcg.com

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...

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Brian Foley

Trading Department Manager & Research Coordinator

brian@wealthcg.com

Brian spent a few weeks interning at WCG in the summer of 2015 while he was still at college in Boise State. He graduated from Boise State in 2016 with a Bachelor in Finance. Brian played on the tennis team at Boise State all 4 years...
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Dara Asuncion

Marketing Manager

dara@wealthcg.com

Dara K. Asuncion started her career with The Wealth Consulting Group as the Director of First Impressions in 2008. During that time, she built many relationships with WCG’s clients, Center of Influences and partners. Acting as...
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Jim Worden

Chief Investment Officer

jworden@wealthcg.com

With more than 22 years of professional investment experience, Jim has experience as an advisor, in building and overseeing multiple advisory platforms, and in managing two mutual funds. Jim has built fundamental, risk-based, and...
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John " Jack" Ewing

MBA, CFO

jack@wealthcg.com

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...

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John Stewart

Director of Operations

jstewart@wealthcg.com

John Stewart is a graduate of Denver University where he received a double major in Finance & Marketing. Prior to joining The Wealth Consulting Group, John spent over 16 years in Managerial & Information Technology Consulting primarily...
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Kathleen Talamayan

Financial Planning Coordinator

Kathleen is a Financial Planning Intern at The Wealth Consulting Group. She assists the team by preparing the initial stages in creating personal financial plans for clients and provides supportive services to advisors. She recently...
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Lisa Mitrovich

Operations Manager and LPL Registered Administrative Associate

lisa@wealthcg.com

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...

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Marcie Ushijima

Marketing Associate - Las Vegas

mushijima@wealthcg.com

Marcie joined The Wealth Consulting Group in 2020 as the Director of First Impressions for the Las Vegas office. Marcie has worked in a supportive role for over 10 years, and continues to build her knowledge base to better assist with...

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Moira Cowan

Client Service Associate

mcowan@wealthcg.com

Moira joined The Lee Team and WCG in October 2017. Moira has been in the financial services industry for over 15 years and brings a wealth of client service skills with her. She is dedicated to meeting the needs of all our clients and...
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Raymond Bell

Advanced Insurance Consultant

rbell@wealthcg.com

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...

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Timorey Altamos

Director of First Impressions

taltamos@wealthg.com

Timorey is the Director of First Impressions for the San Diego office. She has a strong work ethic and she is excited to provide exceptional customer service for our clients while going above and beyond to exceed their expectations....
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