Broker Check

Our Team

Joel Drake

Joel Drake, CPFA

Managing Partner

515-410-9805

jdrake@wealthcg.com

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...
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Darrin Conrad

Darrin M Conrad, AIF®, CPFA 

Managing Partner

515-612-6012

dconrad@wealthcg.com

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...

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David

David "Finn" Claypool

Client Service Associate

515-491-9983 (voice only)

fclaypool@wealthcg.com

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...
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Pam Traeger

Pam Traeger

Partner, VP of Operations

515-410-9806

ptraeger@wealthcg.com

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...
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Meredith Mussmann

Meredith Mussmann, MSF 

Operations Manager

515-304-2782

mmussmann@wealthcg.com

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...
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Tricia Drake

Tricia Drake

Event & Marketing Manager

515-304-2792

tdrake@weatlhcg.com

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. She began at Ruan Transportation...

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Scottsdale, AZ


Kory Budinger

Kory Budinger

LPL Financial Advisor

480-745-7884

kbudinger@wealthcgaz.com

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...
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Boyd Sorem

Boyd L. Sorem, RICP®, CEPA®, CFS®

LPL Financial Advisor

480-788-0865

bsorem@wealthcgaz.com

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'...
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McCormick Advisory & Planning - Des Moines, IA

Julia McCormick

Julia McCormick, CDFA® RICP® CFP® 

Managing Partner, Personal CFO

515.348.6965

515.348.6438

julia@wealthcg.com

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...

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Rachel Rolfes

Rachel Rolfes

Client Services Manager

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...
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WCG Investment Strategy

Jimmy Lee

Jimmy Lee

Founder & Chief Executive Officer

702-263-5566

(702) 604-6699

jimmy@wealthcg.com

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...
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Jim Worden

Jim Worden, CFA®, CMT®, CAIA®

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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Talley Leger

Talley Leger

Chief Market Strategist

tleger@wcgadvisor.com

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...
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Mark Senseman

Mark Senseman, ChFC®, MBA

Managing Partner

Christopher Rand

Christopher T. Rand, Ph.D., CFP®, CLU®

Managing Partner, Personal CFO

(619) 546-6044

crand@fideswealth.com

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...
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Anthony Turcotte

Anthony Turcotte Jr.

Managing Partner

(818) 851-9643

(401) 952-3533

aturcotte@wealthcg.com

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...
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Brian Foley

Brian Foley, CFP® 

Trading Manager, Personal CFO

brian@wealthcg.com

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...
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Jason Lin

Jason Lin

Director, Trading & Research

jlin@wealthcg.com

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...
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Paisley Nardini

Paisley Nardini CFA, CAIA

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...
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Victor Orozeo

Victor Orozco CFP®, CSRIC®

Managing Partner

Victor@BairFinancialPlanning.com

Bachelor of Science, FinanceSeries 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...
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William Tangog

William Tangog

Research Associate & Trading Assistant

wtangog@wealthcg.com

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...
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