Colorado Centennial

Darrin M. Conrad, AIF®, CPFA, is a Managing Partner with The Wealth Consulting Group – Des Moines. With over two decades of experience in the financial services industry, Darrin has held significant roles at Edward Jones Investments, Morgan Stanley, and Wells Fargo Advisors. 

Darrin is both an Accredited Investment Fiduciary® (AIF®) and a Certified Plan Fiduciary Advisor (CPFA). As an AIF®, he assists in managing fiduciary liability and promotes best practices in investment management. By instituting proper processes and procedures, he helps retirement plan sponsors manage risk while aiming to maximize participant outcomes. Earning his CPFA demonstrates his experience in aiding retirement plan sponsors, participants, and beneficiaries in pursuing their respective retirement goals. 

Before entering the financial services sector, Darrin served honorably in the U.S. Navy during the Gulf War. His naval career included service on the supercarrier USS Nimitz, as well as participation in numerous peacekeeping and drug interdiction deployments. His love for travel, cultivated during his upbringing in South America and Europe due to his father's work in the oil industry, influenced his decision to enlist after high school. 

Darrin and his wife, Jaime, reside in Des Moines, Iowa, and have two grown children and three Golden Retrievers. Outside the office, Darrin enjoys golfing, cooking, cycling, and spending quality time with his family. 

Darrin is a Registered Representative with, and offers securities and advisory services through, LPL Financial, a registered investment advisor.  

Anthony (Tony) moved to California in 2002 after graduating with a Bachelor of the Arts degree majoring in Business with a minor in Economics. Tony immediately entered the financial advisory business after college, and it has been his only profession since. As an entrepreneur at heart, he started Wealth Consulting Group Los Angeles (WCGLA) to provide boutique services to his clients while having access to the resources of a fortune 100 company. In addition to running his practice Tony spent ten years overseeing the investment services unit of the Greater Los Angeles branch of a fortune 100 company.

In early 2017 after 15 years Tony merged Wealth Consulting Group Los Angeles into The Wealth Consulting Group. Doing so provided his clients access to a greater array of products and services and elevated the overall client experience by having 10+ team members laser focused on the client’s needs and goals. Tony is now the Managing Partner of The Wealth Consulting Group in Los Angeles.

Critical to Tony’s success is his needs-based approach and ability to ask the important sometimes tough questions. Listening, being proactive, confidentiality and transparency while working with individuals, families and business are the foundation of his practice. Tony enjoys his life’s journey with his Wife and two children. They enjoy Cooking, Skiing, Golfing, Mountain Biking and Traveling together. His children are active in Conejo Valley youth sports including Baseball, Soccer, Tennis and Golf.

Tony and his wife live in Agoura Hills along with their two boys. Tony believes in and tries his best each day, to live in the moment. He is a proud father and loving husband who enjoys being active with his family along with mountain biking, hiking, working out, and playing sports.

Boyd joined Wealth Consulting Group in 2024, bringing over 20 years of experience in the financial services industry. Prior to his role at WCG, he consulted with advisors nationwide, focusing on strategies seeking to protect clients' assets and plan for retirement income. Throughout his career, Boyd has gained invaluable insights from some of the industry’s leading financial professionals, further igniting his passion for helping individuals pursue their financial goals.

After relocating to Scottsdale in 2016, Boyd began working with WCG as a consultant, assisting the team in planning for clients nearing retirement and addressing their income needs. He quickly recognized that WCG was the ideal environment for him to pursue his passion for working directly with clients. Following years of discussions, he was thrilled to officially formalize his partnership with WCG in 2024.

Boyd and his wife, Katie, are proud parents of three children who love exploring the outdoors and playing sports together as a family. Boyd actively coaches his kids in athletics, fostering their passion for sports while instilling the values of hard work and dedication. Although they currently reside in Arizona, they frequently return to Boyd’s home state of Colorado to spend time with friends and enjoy camping with Grammy and Grampy. In his free time, you might find Boyd on the golf course, sharing a round with clients and friends.

RICP conferred by The American College of Financial Services

Brian is a Certified Financial Planner™ with the Wealth Consulting Group. He graduated from Boise State in 2016 with a Bachelor in Finance and played number 1 singles on the tennis team his senior year. Brian holds his Series 7 through LPL Financial and his Series 66 registration with WCG Wealth Advisors & LPL Financial, along with his state Life, Health, and Variable Annuity Insurance license.

Brian joined The Wealth Consulting Group full- time after graduating. He began in the trading and investment department and now directly services clients, helping them pursue their financial goals.

Born and raised in Las Vegas, Brian enjoys playing tennis and pickleball, watching movies with family and friends, and spending time with his White Labrador, Jax. He is a big fan of the Dallas Cowboys and Boise State sports.

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8925 West Post Road Suite 200
Las Vegas, NV 89148

With more than twenty-five years of experience in the financial services industry, Chris is a professional who cares deeply about the best interests of his clients. He prides himself on the meticulous care and attention he gives every client. In January 2015, Chris co-founded FIDES Wealth Strategies Group. The firm’s name is based on the ancient Roman term for reliability, representing a sense of mutual trust between two parties. Always striving to maintain that spirit of trust and steadfastness, Chris remains dedicated to his clients’ needs. He works primarily with high-income professionals, executives, retirees, and business owners in various industries, helping them work toward their financial goals.

Chris holds some of the industry’s highest designations and educational credentials. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and a Chartered Life Underwriter (CLU®). He holds a Bachelor of Science degree in business finance from San Diego State University, and a Master of Science degree in financial services from the American College of Financial Services. Chris went on to earn a Doctor of Philosophy (Ph.D.) in Financial and Retirement Planning in December 2021 from the American College of Financial Services. He has represented the financial planning profession for more than two decades. He has served many times on the board of the Financial Planning Association of San Diego, including one term as president, and was elected by his peers to serve as a National Financial Planning Association (FPA) Board Member from 2010-2012. He was appointed by the CFP BOARD to serve on their Commission on Standards (2016-2018) and their Commission on Sanctions and Fitness (2021 to present).

Chris is dedicated to supporting his fellow professionals in a variety of volunteer roles. He represented more than 19,000 LPL Financial advisors by serving on the LPL Financial Advisor and Ambassador Councils. He also enjoys supporting the next generation of new financial planners by teaching in the financial planning programs at San Diego State University and U.C. Berkeley. He and his wife Karen are San Diego natives who now live in the Mount Helix area with their three daughters Addisyn, Piper & Marissa.

Investment advice offered through WCG Wealth Advisors, a Registered Investment Advisor. WCG Wealth Advisors, The Wealth Consulting Group and FIDES Wealth Strategies Group are separate entities.

FIDES Wealth Strategies Group, and WCG Wealth Advisors, LLC do not offer tax or legal advice.

Christopher Rand is solely an investment advisor representatives through WCG Wealth Advisors, LLC and is not affiliated with LPL Financial.

Finn recently joined the team as an intern and is pursuing a career in financial planning and wealth management. He graduated from Drake University in 2024 with a bachelor’s degree in Business Law, where he was a member of the football team and served as team captain during his senior season.

Following graduation, Finn continued his collegiate football career at Fresno State while completing coursework toward a Master of Business Administration (MBA). Through his academic and athletic experiences, he developed strong leadership, discipline, and teamwork skills that continue to shape his professional approach.

A proud Des Moines native, Finn is passionate about serving his community and helping individuals and families make informed financial decisions as they work toward their long-term financial goals.”

“As a holistic financial advisor, the task is to fully understand a client's financial universe - to embrace the importance of what a client has built over a lifetime, their risk tolerance, goals & objectives. It's about the process of creating unique, client-specific solutions. I bring decades of wealth management experience, with a strong emphasis on portfolio management - using individual stocks and conservative covered-call option strategies. For wealthier clients, using tax-efficient, multi-generational wealth transfer strategies, to complement estate planning. For business owners, focusing on executive bonuses, executive retention strategies, buy/sell, etc. All of my clients get the same attention, and I look forward to working with those interested in planning & executing strategies best suited for their circumstance.”

“When not studying the stock market, I enjoy reading, traveling, the arts, spending time with family, and - of course - define loyalty by remaining a life-long Washington Redskins fan.”

Gabby has worked for Stan Waldrop as his Executive Assistant since 2018. Prior to joining the
WCG Team, she worked for a Broker Dealer in the industry for five years.

In her spare time, Gabby enjoys working on personal craft projects, listening to music, and
focusing on wellness with hot yoga.

Gabby is not licensed, registered, or affiliated with LPL Financial.

Jason is the Director of Trading and Research, bringing a strong foundation in economics, finance, and strategic analysis to his role. Born and raised in Pasadena, California, he earned his degree in Economics and Sociology from the University of California, Irvine.

Jason’s introduction to the world of finance came during high school when a neighbor who worked at a hedge fund shared insights into the industry. That early exposure sparked his passion for markets and the financial industry.

Outside of work, Jason prioritizes his family, friends, and keeping up with Los Angeles sports teams.

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.

_Disclosures:

_{Jim Worden is an Investment Advisor Representative of WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. He is not affiliated with LPL Financial, LLC.}

Jimmy Lee is the Founder and CEO of The Wealth Consulting Group (WCG), providing highly personalized wealth management supported by national resources. With more than three decades of experience, Jimmy serves his clients as a Personal CFO, bringing a coordinated, family-office approach to the complexities of significant wealth. This philosophy is foundational to WCG and its advisors, creating a distinctly personal and comprehensive approach to wealth management.

A Forbes/SHOOK Best-in-State Wealth Advisor, Jimmy is a nationally recognized thought leader on investing and financial markets, appearing regularly on CNBC, Fox Business, Bloomberg, BBC, BNN Bloomberg, and Schwab Network. He has also been featured in The Wall Street Journal, Barron’s, Forbes, and other leading financial media.

Jimmy’s purpose, “Making Life Better,” guides how he serves his clients, leads WCG, and positively impacts his loved ones and the communities he touches.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Joel's career in financial service began immediately after his graduation from Drake University (Finance) in 1991 when he joined Mass Mutual Life Insurance Company. His training included aspects of risk management, investment planning and estate planning with an emphasis on retirement planning. Through this emphasis, Joel became an Investment Specialist with Mass Mutual. There he worked as the go to person for all investment/securities related questions, was a liaison with the home office in Massachusetts and was a backup supervisory licensed representative. 

In this light, Joel spends his time counseling pre‐retired and retired individuals as well as corporations seeking advice and consulting services with an emphasis on retirement, tax, investment and estate planning. After 15 years with Mass Mutual, Joel made the decision to join DFG in 2005 to provide his clients the potential benefits of a truly independent financial planning firm. In 2021, Joel joined the Wealth Consulting Group, and became a Hybrid Advisor with LPL Financial.  Joel is also a shareholder in Wealth Consulting Group, LLC. 

Joel and his wife, Trish, were married in 1992 and together have two children, Brennan and Lauren. In his spare time, Joel enjoys golf, trips to the lake and all sporting events.  Joel believes his clients are better served when they can make informed decisions and takes pride in his ability to turn complicated concepts into understandable action items. 

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Julia McCormick is a seasoned financial advisor and wealth strategist who integrates technical expertise with a deeply client-centered philosophy. At The Wealth Consulting Group, she helps individuals, families, and business owners align their financial resources with what matters most in their lives. Julia’s work as a “Personal CFO” stems from her belief that a wealth advisor should act as a strategic partner, not simply a portfolio manager. She is especially noted for: 

• Cash flow–first planning — using as a starting point for meeting financial goals 

• Values-aligned investing & legacy planning - helping clients connect their money to their purpose, whether that means sustainable investing, charitable giving, or ensuring wealth transitions reflect family values. 

• Transition support — guiding clients through divorce, retirement, business exit, or other major life events 

• Fiduciary commitment — emphasizing transparency, best interest advice, and disciplined process 

Julia’s pathway into financial services is both thoughtful and varied. She earned degrees in music performance (B.M. and M.M. in Viola) before pivoting to finance, combining her analytical skills with a love for storytelling and relationships. She brings a holistic lens to financial planning—addressing not just investments but tax planning, cash flow, legacy design, risk management, and life transitions. Julia has also been active in her local community — serving on boards such as the Des Moines Leadership Network and UnityPoint’s Young Advisory Board — and is an accomplished violist, performing with the Des Moines Symphony and supporting regional arts initiatives. 

She currently resides in Urbandale, Iowa, with her husband, Kyle, and their three sons. 

Credentials & Certifications 

• CERTIFIED FINANCIAL PLANNER™ (CFP®) — This designation reflects rigorous education, examination, experience, and an ongoing commitment to ethics and continuing education. LW Advisors+1 

• Retirement Income Certified Professional® (RICP®) — This specialization focuses on income strategies in retirement, helping clients make sustainable withdrawal decisions. LW Advisors+1 

• Certified Divorce Financial Analyst® (CDFA®) — This credential indicates expertise in the financial aspects of divorce, including equitable division, cash flow modeling, and long-term planning post-divorce. 

Kory Budinger helps Arizona professionals, business owners, and multi-generational families turn financial complexity into confidence. With over 30 years of experience, he specializes in wealth accumulation, tax-smart strategies, and personalized risk management; all delivered with zero jargon and total transparency.

Kory’s approach is simple: listen first, then build a clear plan tailored to your goals. He’s the advisor clients call before making big decisions, not just during tax season. Based in Chandler since 1993, he’s a Life Member and past board member of the Chandler Compadres and a familiar face at local charities.

Outside the office, Kory can be found on the golf course, pickleball court, out on the water fishing, or hiking a mountain trail. He and his wife Pam have two children and two grandchildren, and there’s nothing he enjoys more than time spent with family.

Lauren joined Wealth Consulting Group in 2024 bringing 18 years of experience in the Investment industry. Her past roles include Operations, Client Service Associate and Executive Assistant. Lauren is dedicated to promoting a valuable client service experience and growth opportunities for the firm.

Lauren, an Arizona native, enjoys reading and spending time with her husband and daughter camping, hiking and enjoying the outdoors.

Lauren is not licensed, registered, or affiliated with LPL Financial.

Mackenzie joined the Wealth Consulting Group in 2025, bringing six years of accounting experience and a Bachelor of Science in Accounting and Finance. She plays an integral role in the firm’s financial and operational functions and is committed to delivering a high-quality client experience while supporting the firm’s long-term growth. Mackenzie is currently working toward earning her Enrolled Agent license and aspires to become a fully licensed agent in the future.

Outside of the office, Mackenzie enjoys staying active and cooking, and values spending time with her husband, Cole, a Chandler Firefighter, and their goldendoodle, Penny.

Mackenzie is not licensed, registered, or affiliated with LPL Financial.

Meredith Mussmann, MSF, is a finance professional with deep expertise in financial planning, operational strategy, and client-centered solutions. Her career spans roles as a registered assistant to financial advisors, a financial advisor, and an advisor liaison at a broker-dealer firm—giving her a comprehensive understanding of the financial services industry. 

Outside of work, Meredith enjoys gardening, singing, and playing both piano and bass guitar. She lives in Des Moines with her husband, Tim. 

Michael has been with the WCG Team since 2015. He began his career in the financial services industry over forty years ago, adapting with the times from focusing on insurance, then investments and wealth accumulation, to overall financial advisory. Throughout his long career, Michael finds purpose in solving the needs of his clients.

Michael works with individuals and families to plan for their current and future needs. Additionally, he has a great deal of experience assisting businesses with a variety of services including aiding in the selection of employee benefit programs such as group medical plans, retirement plans including 401(k) plans, as well as consulting on and building key executive programs, buy-sell arrangements, and succession plans. No matter who the client is, the approach for any need includes in depth careful analysis, recommendations, discussions, implementation, and periodic reviews.

Michael takes great pride in consulting on Medicare for his clients, whether advising newly eligible individuals about benefits and programs, or helping current beneficiaries to make any changes to their plans.

Michael is married to his wife Nancy. They have two children and eight grandchildren. He earned a Bachelor of Arts degree from the University of Vermont. These days Michael enjoys spending his free time gardening and staying active swimming and working out. He has also demonstrated a passion for supporting his community through various positions with organizations that include Reading Seed, Rotary Club of Tucson, the Muscular Dystrophy Association, and the Tucson Jewish Community Center.

Paisley is a portfolio manager and multi-asset strategist at Simplify focused on product innovation, thought leadership and portfolio management. Prior to Simplify, she was a client portfolio manager and strategist for Invesco's Multi-Asset Solutions team, overseeing the business management and growth of the investment team strategies. Her responsibilities included discussing strategy and investment insights as well as macro views. She was a frequent author of thought leadership and marketing initiatives.

Additionally, she has held the role of short-duration fixed income portfolio manager at Wells Capital Management (now known as Allspring), and institutional account manager at PIMCO. Ms. Nardini earned a BBA degree in financial markets from the University of Minnesota – Duluth. She is a Chartered Financial Analyst® (CFA) charterholder and Chartered Alternative Investment Analyst (CAIA) professional. Ms. Nardini is the president of the CFA Society Orange County in Southern California as well as a founding investment committee member for the Second Harvest Food Bank of Orange County.

Paisley Nardini and Simplify are not affiliated with or endorsed by LPL Financial, LLC and WCG Wealth Advisors, LLC.

Pam Traeger joined Joel Drake at MassMutual in 2000 as a part-time assistant while her sons were in school. Today, she serves as a full-time Partner and Vice President of Operations. 

As a key point of contact for administrative matters, Pam works closely with clients and is committed to delivering exceptional service. Her dedication and attention to detail reflect her deep care for client well-being. 

Pam and her husband, Rich, have two sons who live nearby in the Minneapolis area, and they recently became proud grandparents to two granddaughters. The family enjoys traveling together and celebrating special occasions over great meals. 

 Pam and Rich also cherish time at their lake home in northern Minnesota, especially when it's filled with friends and family. 

The best part about making a plan is watching it come to life—and that's where I come in.

I handle all the details behind the scenes so nothing falls through the cracks. I want to know you and make your life easier by anticipating your questions, keeping you in the loop, and celebrating even the smallest milestones along the way.

When I'm not working with clients, you'll likely find me covered in soil from my garden or flour from my kitchen.

Stephen started his career in the financial services industry in 1979, working to develop a range of experience. He first became a Financial Advisor in 1992. Stephen joined our Wealth Consulting Group team in 2022, where he knew our team approach to helping clients would support his practice and his clients’ goals.

“The world is too complicated to try and do it all. Innovative ideas and lots of experience are a great combination,” Stephen says.

Steven’s tasks for the WCG team consist of data support along with coordination of marketing materials and our client-facing web services. We know it is important that our clients have convenient access to tools and information that empower their financial well-being. Steven takes pride in helping clients sort through any technical difficulties or missing data that can arise in the online services we offer.

Steven graduated from Arizona State University in May of 2012 with a Bachelor of Arts in Psychology. He joined the WCG team in August of 2012.

In his personal time, Steven enjoys spending time with family, friends, and his dog named Cookie. His hobbies include writing, listening to audiobooks, and most especially playing board games.

Steven is not licensed, registered, or affiliated with LPL Financial.

Talley is the Chief Market Strategist of The Wealth Consulting Group (WCG). In this role, he is responsible for formulating and communicating his views on the economic and investment landscapes, with a focus on stocks. Mr. Léger approaches markets from a thematic, holistic perspective.

Talley was recently inducted to Marquis’ Who’s Who as an honored listee and has over 25 years of experience in financial services. Prior to WCG, he was a Managing Director and the Senior Equity Strategist at Raymond James and the Senior Equity Strategist at Invesco. Mr. Léger was also the founder of Macro Vision Research and held other prominent strategist roles at Barclays Capital, ISI, Merrill Lynch, RBC Capital Markets, and Brown Brothers Harriman.

Mr. Léger is an author of the book, “From Bear to Bull With ETFs,” a four-star Amazon Best Seller.* He has been a guest columnist for The Big Picture and Data Watch on Bloomberg Brief Economics, as well as a contributing author on Seeking Alpha. Talley has been quoted widely in Associated Press, Barron’s, Bloomberg, Business Week, Dow Jones Newswires, Financial Times, MarketWatch, Morningstar Magazine, The New York Times, and The Wall Street Journal. Mr. Léger has appeared on Bloomberg TV, Business News Network (BNN) TV, CNBC, Reuters TV, TD Ameritrade, The Street, Yahoo! Finance, and has spoken on Bloomberg Radio.

Talley earned a Master of Science in Financial Economics and a Bachelor of Music from Boston University in 2000 and 1998, respectively.

*“From Bear to Bull With ETFs” (2nd ed.), by David R. Kotok and Talley D. Léger, published by Cumberland Advisors Publishing (2014).

With over 30 years of experience in marketing, communications, and event planning, Tricia has built a career focused on connecting people, telling meaningful stories, and creating memorable experiences. 

Most recently, Tricia spent two decades at Homesteaders Life Company where she shaped brand strategy, leading marketing, public relations and events. Her strengths include event management, branding, content creation, and customer engagement, supported by strong leadership and creative direction.

Today, she continues to bring people together through communications and events that inspire and leave lasting impressions. 

Outside of work, Tricia enjoys spending time Joel and their daughters, playing tennis, and styling their mid-century modern home. 

Bachelor of Science, Finance

Series 7 registration held through LPL Financial. Series 66 registration held through WCG Wealth Advisors and LPL Financial.

Victor Orozco is one of the managing partners at Bair Financial Planning. His role at our firm is centered around operations. Most notably, managing our clientele through the financial planning process, as well as conducting comprehensive analysis on investment portfolios. Victor has been working with Bair Financial Planning for over 13 years. He graduated from San Diego State University in 2006 with a Bachelor's of Science in Finance.

Victor’s goal is to uphold Bair Financial Planning’s mission: “We create trusted relationships, allowing our clients to shift the burden of financial matters to us and regain time for their passions”. Victor's zeal for solving puzzles and creating relationships with people gave him the fundamental tools to truly be passionate about what he does day in and day out for our clients. He sits on the Investment Strategy Committee for the Wealth Consulting Group and co-manages the High Impact Portfolios. These portfolios consider Environmental, Social and Governance factors in addition to financial due diligence when evaluating investment options. This can give clients an opportunity to align their wealth with their values.

You can find Victor and his wife, Bethel, in their neighborhood of Little Italy. If you need a recommendation to a restaurant or a great vendor at the Farmer’s market in that neighborhood, they are your people. They both love to travel. From Bora Bora to Boston, they are always on the move. However, when it comes to their sports teams they do not always see eye to eye. Bethel cheers on all teams Boston. Victor roots on the Los Angeles Dodgers, New Orleans Saints (he is a recent San Diego Charger convert), and of course his San Diego State Aztecs!

Victor Orozco is a registered representative with LPL Financial.

William Tangog joined The Wealth Consulting Group in 2022 and serves as a Research Associate and Trading Assistant. In his role, he supports the Trading Director and Chief Investment Officer by maintaining investment models, updating systems and spreadsheets, and delivering analytics to advisors through platforms such as Morningstar and Riskalyze.

William earned his Finance degree from the University of Nevada, Las Vegas, where he was actively involved in student leadership. He served as Director of Philanthropy and Assistant Treasurer for the Financial Management Association and was a member of the First Generation Club, Real Estate Club, and UNLVolunteers.

Outside the office, William enjoys playing competitive basketball, hiking, and spending time with his wife, Rhoda, and their daughter, Taylor.