The Wealth Consulting Group
Team

Yessenia Flores
Office Manager

Caitlin Allard, CFP®, EA
Director of ARC

Erika Ferris, CFP®
Director of Retirement Planning and Financial Planning

Alisa Foster
Paraplanner

AJ D’Addio
Financial Planning

Raymond Bell
Advanced Insurance Consultant

Jim Worden, CFA®, CMT®, CAIA®
Chief Investment Officer

Jason Lim
Director, Trading and Research

William Tangog
Research Associate

Jimmy Lee
Investment Committee

Talley Leger
Chief Market Strategist

Victor Orozco, CFP®, CSRIC®
Investment Committee

Paisley Nardini, CFA®, CAIA®
Investment Committee

Chris Rand, Ph.D., CLU®, CFP®
Investment Committee

Mark Senseman
Investment Committee

Anthony Turcotte, Jr.
Investment Committee

ENVISION WEALTH WITH PEACE OF MIND

Building, maintaining and protecting your wealth should bring an overall sense of well being into your life, especially with the help of a trusted advisor by your side who will guide you every step of the way.

CONTACT ME

8925 West Post Road, 2nd Floor Las Vegas, NV 89148
702.586.8875
brianne@financial-yogi.com
Mon. - Fri. 8:30am - 3:30pm
By Appointment

SEND A MESSAGE

Have questions or wondering how we can work together? Send me a message and I will be in contact with you soon.

    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. Financial Yogi, The Wealth Consulting Group and WCG Wealth Advisors, LLC are separate entities from LPL Financial.

    The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, CO, FL, ID, IL, MA, MI, MO, NC, NV, VA, WA.