Gali Sherman MBA, CFP®

President & Founder, Wealth Advisor
Gali Sherman is a Wealth Advisor, Founder and President of NaviGuide Wealth Partners, Inc. with nearly 25 years of experience in the financial...

Holly Allin

Chief Operating Officer
As the Chief Operating Officer, Holly Allin relies on her decades of experience and knowledge to help NaviGuide Wealth Partners run as smoothly and...

Back Office

Amber Kodad MBA, CFP®

Director, Advisor Resource Center
Director, Advisor Resource Center/Financial Planning Master’s in Business Administration (MBA) Bachelor of Science, Financial Services Series 7 and...

Megan Wilsey CFP®, CPA

Financial Planner
Megan Wilsey is a Financial Planner with The Wealth Consulting Group’s Advisor Resource Center (ARC), specializing in holistic financial planning...

Alisa Foster

Alisa is a Paraplanner at The Wealth Consulting Group's Advisor Resource Center. Before joining WCG, she spent several years in advisor support roles...

AJ D’Addio

Financial Planning/Investment Intern
AJ was born and raised in New Jersey but now calls the West Coast home. His home is in Portland, Oregon. He recently graduated from Marist College...

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...

Brian Foley CFP®

Trading Department Manager & Research Coordinator
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...

William Tangog

Research Associate and Trading Assistant
William serves as a Research Associate and Trading Assistant at The Wealth Consulting Group. He joined the firm two months before graduating from the...