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® (She/Her/Hers)

Founder and CERTIFIED FINANCIAL PLANNER™

(706) 864-8631

(706) 867-8667

As a self-made entrepreneur, Laura J. LaTourette, CFP® has built her career in financial services on her own terms.

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Brianne M Brucker Derveloy (She/Her/Ella)

Chief Executive Officer and Investment Advisor Representative

(706) 864-8631

(706) 867-8667

Brianne is the Chief Executive Officer of Family Wealth Management Group and Investment Advisor Representative with WCG Wealth Advisors.

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Minnette Leoni, FPQP® (She/Her/Hers)

Operations Manager and Financial Paraplanner Qualified Professional

(706) 864-8631

(706) 867-8667

Minnette, Operations Manager, FPQP®,  continues to provide daily customer service to our clients and adds the responsibility of assisting Laura and Ramona in providing Financial Plans for our clients.

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Nasareth Brucker (She, Her, Ella)

Client Services Associate

706-864-8631

706-867-8667

As the Client Services Associate for Family Wealth Management Group, Nasareth assists clients by handling general customer service requests.

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Amber Kodad, CFP®, MBA (She/Her/Hers)

Wealth Consulting Group, Director, Advisor Resource Center

(706) 864-8631

(706) 867-8667

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. 

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Kathleen Talamayan (She/Her/Hers)

Wealth Consulting Group, Financial Planning Coordinator

(706) 864-8631

(706) 867-8667

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...

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