WCG Team Members

Director, Advisor Resource Center/Financial Planning
Master’s in Business Administration (MBA)
Bachelor of Science, Financial Services
Series 7 and Series 63 Securities Registrations
Registered Representative with LPL Financial
Investment Advisor Representative. Series 7 held through LPL Financial, Series 63 held through LPL Financial.

Amber Kodad is The Wealth Consulting Group’s Director of Financial Planning/Advisor Resource Center (ARC). Amber has been with our firm in this role for the past 9 years. Prior to joining our firm, she was the Director of Financial Planning for the MetLife of Southern California agency for five years. Amber graduated from San Diego State University with a Bachelor of Science degree in Financial Services. During college she obtained an internship with MetLife and started as a full-time employee upon graduation in 2006. While working at MetLife, Amber obtained her Certified Financial Planning (CFP®) designation as well as her Master’s in Business Administration (MBA) through California Miramar University. She is also a member of the Financial Planning Association.

Amber is married to her husband, Anthony, and has twin girls, Adalyn and Paige, that keep her very busy. When she does happen to find some spare time she likes to hike, run, travel, and spend time outdoors with her dog Bailey.

Megan Wilsey is a Financial Planner with The Wealth Consulting Group’s Advisor Resource Center (ARC), specializing in holistic financial planning services for advisors and their clients. Before joining WCG, Megan began her career in public accounting, spending several years at a Big 4 accounting firm before transitioning to the financial planning industry.

Megan feels grateful to be able to carry out her personal mission, which is to help the firm enhance peoples’ lives by arming them with the financial tools and knowledge to pursue their version of success. Megan believes in the importance of creating a financial plan as a foundation for making sound decisions and providing confidence.

In her spare time, Megan loves going on adventures with her dog, cooking, lifting heavy weights, and trying new things! Megan holds a Bachelor of Science in Business Administration from Northeastern University and is a CFP®.

Kathleen is a Paraplanner at The Wealth Consulting Group's Advisor Resource Center. She graduated from San Diego State University with a degree in Finance in 2019. Thereafter, she joined WCG as an intern and progressed into the paraplanner role over the past years. She assists the team by preparing the initial stages in creating personal financial plans for clients and provides supportive services to advisors.

In her free time, she enjoys working out and practicing yoga.

Alisa is a Paraplanner at The Wealth Consulting Group's Advisor Resource Center. Before joining WCG, she spent several years in advisor support roles at other RIAs and has had the opportunity to serve clients at all wealth levels. She is an advocate for financial literacy and finds great fulfillment in supporting advisors as they help individuals and families align their values with their finances.

Alisa has lived in several states (Arizona, Georgia, and Illinois) and countries (Germany, The Czech Republic) before moving to Florida in 2020. Away from the office, she enjoys exploring new cities and areas of her home city (Orlando), working out, and serving at her church.

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 with a Liberal Arts degree in Political Science.  

AJ is a big Star Wars fan, but he could never choose a favorite. He also enjoys playing board games. His favorite being “Watergate”. AJ’s loves food, in particular, he loves pulled pork sandwiches.

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 recently Senior Sales Consultant at LPL. His wide-ranging experience includes corporate impaired risk underwriting, sales, marketing, product design and operations.

In his free time Ray enjoys cooking, pairing fine wines, mountain biking and attending classic car shows.

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 quantitative investment strategies using mutual funds, ETFs, and equities as well as those focused on alternatives or technical analysis. He has built models emphasizing active management, passive management, a blended Core-Satellite approach, and single or multi-factor approaches.

More recently, Jim helped oversee the portfolio management, analysis, and due diligence for $4 billion of managed assets at Allworth Financial.

Jim holds the Chartered Financial Analyst^® designation and the Chartered Market Technician designation. He also is a full member of the Chartered Alternative Investment Analyst Association^®. He graduated with a Bachelor of Science in International Business Management from Brigham Young University –Hawaii with Mandarin as the foreign language. Prior to college, Jim served a two-year mission for his church in the Philippines. He speaks fluent Tagalog. 

Jim loves nature, reading, writing, hiking, good movies, and going to the lake, river, or beach with his family and dogs.

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 and ended up playing number 1 in singles his senior year. He is competitive in just about anything he partakes in due to his career of competitive tennis.

Brian came to work at The Wealth Consulting Group full time shortly after he graduated from BSU. He was born and raised in Las Vegas. In his free time, when he’s not playing tennis, Brian really enjoys watching movies with family and friends. He is also a big fan of watching NBA and college and professional football, especially the Boise State Broncos and Dallas Cowboys

William serves as a Research Associate and Trading Assistant at The Wealth Consulting Group. He joined the firm two months before graduating from the University of Nevada, Las Vegas, with a finance major. In college, he was the Director of Philanthropy and the Assistant Treasurer of the Financial Management Association. He was also a part of the First Generation Club, Real Estate Club, and UNLVolunteers. At WCG, he will assist the Trading Manager and the CIO with updating models, systems, spreadsheets, and provide analytics for advisors using MorningStar and Riskalyze.

In his free time, William enjoys playing basketball competitively, hiking, and spending time with family and friends. William is married to his wife, Rhoda, and has one daughter, Taylor.