Team
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Laura J. LaTourette, CFP®
Founder and CERTIFIED FINANCIAL PLANNER™
As a self-made entrepreneur, Laura J. LaTourette, CFP® has built her career in financial services on her own terms.
Brianne M Brucker Derveloy
Chief Executive Officer
Brianne has spent her career furthering her personal mission to "provide resources and opportunities to under-served and marginalized populations so their potential to participate in and serve their community can be realized."
Minnette Leoni
Office Manager
With more than 20 years of experience as an Office Manager and Administrative Assistant, Minnette has a passion for overseeing daily operations and coordinating large scale events.
Amber Kodad, CFP®, MBA
Wealth Consulting Group, Director, Advisor Resource Center
Director, Advisor Resource Center/Financial Planning Master’s in Business Administration (MBA) Bachelor of Science, Financial Services Series 7 and Series 63 Securities Registrations held through LPL Financial.
Matthew Pierce
Wealth Consulting Group, Director of Research and Trading
Matthew joined WCG in August of 2010 and has served as the Vice President of Research and Trading since 2016. He is responsible for managing the firm's investment department.
Kathleen Talamayan
Wealth Consulting Group, Financial Planning Coordinator
Kathleen is a Financial Planning Intern at The Wealth Consulting Group. She assists the team by preparing the initial stages in creating personal financial plans for clients and provides supportive services to advisors. She recently...