The Wealth Consulting Group

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The Wealth Consulting Group Employees

Employee
Years
Job
Industry
Gary Hay Gary Hay Las Vegas, Nevada Details
Gary Hay's The Wealth Consulting Group Experience February 2013 - Present
Job VP,Wealth Advisor at The Wealth Consulting Group
Industry Financial Services
Experience
The Wealth Consulting Group   February 2013 - Present

Skills
Financial Services, Securities, Investments, FINRA, Retirement Planning, Investment Advisory..., Finance, Fixed Annuities, Life Insurance, Variable Annuities, Estate Planning

Education
Middle Tennessee State University
Bachelor's Degree, Marketing

Cheryl Constantino, MBA, CFP® Cheryl Constantino, MBA, CFP® Las Vegas, Nevada Area Details
Cheryl Constantino, MBA, CFP®'s The Wealth Consulting Group Experience June 2008 - Present
Job LPL Registered Representative at The Wealth Consulting Group
Industry Financial Services
Experience
The Wealth Consulting Group   June 2008 - Present

Skills
Retirement Planning, Estate Planning

Education
Regis University   1998 — 2001
Master of Business Administration (M.B.A.), Accounting and Finance

George Mason University   1987 — 1989
Bachelor of Arts (B.A.), Communications

Certified Financial Planning Board
CERTIFIED FINANCIAL PLANNER™ (CFP®) professional

Stephanie Barnier, CFP® Stephanie Barnier, CFP® Greater San Diego Area Details
Stephanie Barnier, CFP®'s The Wealth Consulting Group Experience November 2014 - Present
Job Wealth Consultant at The Wealth Consulting Group
Industry Financial Services
Experience
The Wealth Consulting Group   November 2014 - Present
Strategic Wealth Associates  February 2011 - November 2014
Morgan Stanley  2007 - March 2011
KB Home  2002 - 2006

Skills
Investments, Risk Management, Portfolio Management, Retirement Strategies, Business Strategies, Certified Financial..., Financial Planning, Wealth Transfer, Wealth Preservation, Wealth Accumulation

Education
University of San Diego
BBA, Business

Ron Proto Ron Proto Las Vegas, Nevada Area Details
Ron Proto's The Wealth Consulting Group Experience May 2011 - Present
Job Financial Advisor, LPL Registered Representative at The Wealth Consulting Group
Industry Financial Services
Experience
The Wealth Consulting Group   May 2011 - Present

Skills
Investments, Finance, Asset Management, Securities, Series 7, Financial Planning, Insurance, Wealth, Portfolio Management, Real Estate Economics

Education
University of Houston   1966 — 1970
BSEE, Electrical Engineeering

Paul S. Lim, CRPC®, CFP® Paul S. Lim, CRPC®, CFP® Greater San Diego Area Details
Paul S. Lim, CRPC®, CFP®'s The Wealth Consulting Group Experience November 2014 - Present
Job Financial Advisor at The Wealth Consulting Group
Industry Financial Services
Experience
The Wealth Consulting Group   November 2014 - Present
MetLife Premier Client Group  April 2009 - November 2014
Ameriprise Financial Services, Inc.   December 2005 - January 2009
SunTrust Bank  May 2005 - August 2005
Wachovia Securities (Now Wells Fargo Advisors)   December 2002 - March 2003

Education
The Johns Hopkins University   2002 — 2006
Bachelor's, Economics

Joe Redmond III Joe Redmond III Albuquerque, New Mexico Area Details
Joe Redmond III's The Wealth Consulting Group Experience November 2014 - Present
Job Financial Advisor; Financial Representative at The Wealth Consulting Group
Industry Financial Services
Experience
The Wealth Consulting Group   November 2014 - Present
K-BOB'S Steakhouses   September 1991 - August 2002

Skills
Investments, Risk Management, Leadership Development, Training, Small Business, Marketing, Employee Benefits, Sales, Finance, Retirement, Financial Advisory, Financial Services, Investment Strategies, FINRA, Financial Planners, Financial Markets, Investment Advisory..., Wealth Management, Retirement Planning, Series 7

Education
Purdue University - Krannert School of Management   1978 — 1982
Business Management

Lawrence Weller, CFP®, ChFC® Lawrence Weller, CFP®, ChFC® Greater San Diego Area Details
Lawrence Weller, CFP®, ChFC®'s The Wealth Consulting Group Experience November 2014 - Present
Job Personal CFO at The Wealth Consulting Group
Industry Financial Services
Experience
The Wealth Consulting Group   November 2014 - Present
Strategic Wealth Associates a general agency of NELICO and part of the MetLife Premier Client Group   August 2009 - November 2014
United Shipping Solutions  August 2006 - February 2008

Skills
Financial Planning, Wealth Management, Investments, Asset Allocation, Wealth Accumulation, Insurance, Securities, Succession Planning, Word, Outlook, New Business Development, Microsoft Office, Team Leadership, Customer Service, Retirement Planning, Annuities, Mutual Funds, Budgeting, Portfolio Management, Estate Planning, Asset Management, Employee Benefits, 401k, Risk Management, Term Life Insurance, Investment Advisory, Group Benefits, Financial Analysis, Long Term Care Insurance, Strategic Financial..., Financial Advisory, Finance, Management

Education
Trinity Christian College   2004 — 2006
BA, Business

Kalamazoo Valley Community College   2002 — 2004
Associates Degree, Liberal Arts

2015 Level I Candidate in the CFA Program

Marty M. Martinez Marty M. Martinez Las Vegas, Nevada Area Details
Marty M. Martinez's The Wealth Consulting Group Experience May 2006 - December 2008
Job Financial Professional at Allstate
Industry Financial Services
Experience
Allstate  January 2013 - Present
TriCor Financial LLC   February 2012 - January 2013
Mass Mutual Financial Group / MML Investors Services, Inc   May 2006 - February 2012
The Wealth Consulting Group   May 2006 - December 2008
Bank of America Investments  October 2003 - May 2006
Wells Fargo Investments  August 2002 - October 2003
Merrill Lynch  July 1999 - August 2002

Skills
401k, Alternative Investments, IRAs, Investment Advisory, Investment Strategies, Life Insurance, Securities, Fixed Annuities, Wealth Management, Disability Insurance, Investments, Wealth Management..., Series 6

Education
University of Nevada-Las Vegas - College of Business   1996 — 1999
Bachelor of Science in Business Administration, Finance

Chaparral High School
Honors

Shanna Kehoe Shanna Kehoe Las Vegas, Nevada Area Details
Shanna Kehoe's The Wealth Consulting Group Experience November 2003 - Present
Job Partner, Personal CFO at The Wealth Consulting Group
Industry Financial Services
Experience
The Wealth Consulting Group   November 2003 - Present
Strategic Wealth Associates  2003 - Present

Skills
Securities, FINRA, Retirement Planning, Wealth

Education
University of Nevada Las Vegas Lee Business School   2000 — 2003
Bachelor or Arts, Economics

Nevada Career Institiute   1996 — 1997
MA, Medical Assisting

Tim Gilman Tim Gilman Des Moines, Iowa Area Details
Tim Gilman's The Wealth Consulting Group Experience May 2010 - October 2010
Job Automotive Professional
Industry Automotive
Experience
Billion Automotive  July 2015 - Present
Billion Automotive  June 2014 - June 2015
Des Moines Register  March 2012 - May 2014
ING  June 2011 - December 2011
The Wealth Consulting Group   May 2010 - October 2010
Wealth Strategies Group  August 2008 - October 2010
TravelHero.com  April 2008 - August 2008
Lake Las Vegas Resort  July 2001 - April 2008

Skills
Customer Service, Strategic Planning, Budgets, Account Management, Event Planning, Event Management, Negotiation, Online Marketing, Sales Management, Social Media, Hospitality, Contract Negotiation, Marketing, Online Advertising

Education
University of Northern Iowa   1997 — 2000
Economics, Math, Management

Texas Lutheran University   1995 — 1997
N/A, Economics, Mathematics, Management

Devin Flynn Devin Flynn Las Vegas, Nevada Details
Devin Flynn's The Wealth Consulting Group Experience 2011 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
The Wealth Consulting Group   2011 - 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint

Education
UNLV   2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

North Dakota State University   2007 — 2009
Accounting