Your Personal CFO Team

Financial independence. Retirement. Investing. Things we know we should be focusing on, but that can be stressful and time consuming…

As your Personal CFO, my job is to help you pursue the freedom to make lifestyle decisions without financial stresses and burdens. By learning what is most important to you – what I call your personal definition of true wealth – I use my Personal CFO FORMula to work together to create your customized plan. A plan that allows you to pursue your unique dreams and goals so you can enjoy life while addressing your financial concerns.

I have been helping my clients put such plans in place to simplify their lives for over 20 years. After growing up in Western Massachusetts, I earned a B.A. in History from Trinity College in Hartford, CT and moved to San Diego to begin my financial services career, following in my Dad’s footsteps. Growing up, I watched the positive impact he had on the lives of his clients, helping them plan, save and invest in a disciplined manner, which helped give them confidence in their financial futures and the knowledge that they were in a good place to pursue their dreams and goals.

I spent over 16 years with a Fortune 100 company, and in the summer of 2014 decided, along with 3 colleagues, that we were going to move on and begin our own, independent firm, The Wealth Consulting Group. The main catalyst for this move was to gain independence to serve as investment fiduciaries and work in an environment where we represent our clients’ interests first and foremost while helping them work towards building their wealth. I am immensely proud of what we have accomplished in building The Wealth Consulting Group, and our entire focus – our mission – is to give our clients the freedom to make lifestyle decisions without financial stresses and burdens.

My wife Mary and I have a son, Joey, and two cats, Gelato and Spumoni. I am a member of the Advisory Committee of the FACE Foundation (the Foundation for Animal Care and Education), an organization that provides financial assistance to animal owners unable to afford the cost of emergency veterinary care. I am also on the Board of Directors for the United Way of San Diego, and also support other charitable organizations such as the San Diego Humane Society. In accordance with my own definition of true wealth, I love playing with Joey and teaching him new things such as baseball and basketball, traveling with my family to new and exciting places and learning about their cultures, golfing, reading biographies and historical fiction, and watching baseball and football.

^{Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through WCG Wealth Advisors, LLC a registered Investment advisor.  The Wealth Consulting Group and WCG Wealth Advisors, LLC are separate entities from LPL Financial.}

Megan Wilsey is a Financial Planner with The Wealth Consulting Group’s Advisor Resource Center (ARC), specializing in holistic financial planning services for advisors and their clients. Before joining WCG, Megan began her career in public accounting, spending several years at a Big 4 accounting firm before transitioning to the financial planning industry.

Megan feels grateful to be able to carry out her personal mission, which is to help the firm enhance peoples’ lives by arming them with the financial tools and knowledge to pursue their version of success. Megan believes in the importance of creating a financial plan as a foundation for making sound decisions and providing confidence.

In her spare time, Megan loves going on adventures with her dog, cooking, lifting heavy weights, and trying new things! Megan holds a Bachelor of Science in Business Administration from Northeastern University and is a CFP®.

Jim is the Chief Investment Officer 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 quantitative investment strategies using mutual funds, ETFs, and equities as well as those focused on alternatives or technical analysis. He has built models emphasizing active management, passive management, a blended Core-Satellite approach, and single or multi-factor approaches.

More recently, Jim helped oversee the portfolio management, analysis, and due diligence for $4 billion of managed assets at Allworth Financial.

Jim holds the Chartered Financial Analyst^® designation and the Chartered Market Technician designation. He also is a full member of the Chartered Alternative Investment Analyst Association^®. He graduated with a Bachelor of Science in International Business Management from Brigham Young University –Hawaii with Mandarin as the foreign language. Prior to college, Jim served a two-year mission for his church in the Philippines. He speaks fluent Tagalog. 

Jim loves nature, reading, writing, hiking, good movies, and going to the lake, river, or beach with his family and dogs.

_{*Jim Worden is solely an investment advisor representative of The Wealth Consulting Group, and not affiliated with LPL Financial.} 

Lisa Dashnaw is The Wealth Consulting Group’s Sr. Operations Manager. Lisa joined the firm in 2009. She oversees the day-to-day operations, implements compliance standards, organizes admin training, and oversees new office onboarding. She holds the FINRA Series 7 and Series 24 securities registration through LPL Financial and the Series 66 registration through LPL Financial and WCG Wealth Advisors, LLC.

Lisa’s personal interests include camping, hiking, traveling, and spending time with her family. She was born and raised in San Diego, CA, and moved to Las Vegas, NV, in 2020.

Angelique has an extensive background in the financial services industry of almost 8 years. Now working with Michael Woitkoski and Alissa Todd she provides clients with excellent customer service while going above and beyond to exceed their expectations.

In her spare time, she enjoys spending time with her dog Buddy and going to car shows.