Our Team

Michael Woitkoski

Managing Partner & Personal CFO

(619) 546-6090

michael@wealthcg.com

Alissa Todd

Wealth Advisor, Personal CFO

(619) 269-5806

alissa@wealthcg.com

Megan Wilsey CFP®, CPA

Director, Financial Planning/Advisor Resource Center

(619) 546-6084

mwilsey@wealthcg.com

Ray Bell

Advanced Insurance Consultant

rbell@wealthcg.com

Jim Worden

Chief Investment Officer

jworden@wealthcg.com

Kathleen Talamayan

Financial Planning Coordinator

Lisa Dashnaw

Senior Operations Manager

lisa@wealthcg.com

Christine Day-Reyes

Administrative Assistant

Angelique Scibilia