Broker Check


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®


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

Read more

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."

Read more

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.

Read more

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. 

Read more

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.

Read more

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...

Read more