Sacramento, California

Brian spent a few weeks interning at WCG in the summer of 2015 while he was still at college in Boise State. He graduated from Boise State in 2016 with a Bachelor in Finance. Brian played on the tennis team at Boise State all 4 years and ended up playing number 1 in singles his senior year. He is competitive in just about anything he partakes in due to his career of competitive tennis.

Brian came to work at The Wealth Consulting Group full time shortly after he graduated from BSU. He was born and raised in Las Vegas. In his free time, when he’s not playing tennis, Brian really enjoys watching movies with family and friends. He is also a big fan of watching NBA and college and professional football, especially the Boise State Broncos and Dallas Cowboys

Caitlin D. Allard, CFP®, EA brings over 17 years of experience in corporate and personal financial planning. Prior to joining WCG, she developed detailed comprehensive financial plans for high-net-worth clients for RIA advisors. She began her career working as a financial analyst for an international non-profit as well as mid-sized corporations focusing on budgeting and analysis.

Caitlin is a Certified Financial Planner® and Enrolled Agent and holds the Series 65 license. She graduated from the University of Virginia with a B.A. in Economics and holds a M.A. in International Commerce and Policy from George Mason University.

Caitlin lives in the Middle Peninsula region of Virginia with her husband and two dogs. She enjoys running, watching and playing sports, and is involved in two local non-profit organizations.

Erika Ferris, CFP® brings over 25 years of experience in the investment industry. She has specialized in retirement plans over the course of her career, with an added mix of financial planning and investment management for both individuals and corporate clients. Her expertise includes qualified and non-qualified plans, other employer-sponsored retirement plans, and IRAs. She is knowledgeable about fiduciary responsibilities, employee education on retirement benefits, and coordinating the delivery of these services.

Erika holds a Bachelor of Science degree in Accounting from Montana State University in Bozeman. A lifelong Montanan, she grew up on her family’s ranch on the plains of Eastern Montana. She spends her free time enjoying all that her “backyard” has to offer, particularly skiing with her daughter.

With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting, large case design and negotiation.

Before joining the Wealth Consulting Group, Ray was an internal wholesaler at Sun Life and most recently Senior Sales Consultant at LPL. His wide-ranging experience includes corporate impaired risk underwriting, sales, marketing, product design and operations.

In his free time Ray enjoys cooking, pairing fine wines, mountain biking and attending classic car shows.

Amy joined Anchor Wealth Management Group in April 2022. She is responsible for a variety of tasks including processing client transactions, preparing client documents and reports, and opening and servicing accounts. She also monitors client account activity, provides research and follow-through to ensure client’s needs are met.

Amy received her bachelor’s degree in Liberal Studies with emphasis in Mathematics from California State University, San Bernardino.  She has an extensive career in banking and lending with over 10 years of experience in the world of finance.

Amy was born and raised in the Coachella Valley. She and her husband have been married since 2014 and have two kids. She enjoys spending time with her family and friends, visiting the Living Desert, watching her husband coach football, and going to Disneyland. She is an avid baseball fan (go Angels!) and football fan (go Packers!).

Jeffrey Haskell is the LPL Registered Principal and Financial Advisor at Haskell Wealth Management. He has been helping clients since 1993. Jeff has taught thousands of investors and business owners advance techniques that strive to help them grow their assets, protect their wealth, and pursue financial success. His passion is to create family legacy that is passed down through generations.

Jeff has called the Coachella Valley home since 1974. He previously served as a Board Member for the Palm Springs Policy Aero Squadron and as a Board Member of the Palm Desert Chamber of Commerce. He has earned his Private Pilot license which allows him to fly to client meetings out of the area.

He has been married 40 years to his lovely wife, Laurie. They love spending time with their daughter, Ramsie, son in law, Matt and babysitting their granddogs. Jeff loves snow skiing and tries to enjoy it as often as he can get away.

Kamryn joined Anchor Wealth Management Group in 2018.  She is responsible for a variety of client service tasks including servicing accounts, processing account paperwork, and relationship management. She also handles our social media and tech platforms, marketing endeavors, website, and client events.

Kamryn received her Bachelor’s degree in Sociology from the University of California at Santa Barbara.  She also earned her TEFL certificate with which she taught English to adults and children in the Czech Republic.  Kamryn has worked in a variety of industries throughout her career, with over nine years in Accounting and Wealth Management. 

Kamryn is a member of UCEAP, an Education Abroad program where she lived with an Italian family in Siena, Italy.  Kamryn is actively involved in volunteering at and supporting multiple animal sanctuaries, including The Shore Sanctuary where she sits on the board. She enjoys concerts, photography, traveling, and spending time with her friends, family, and cat named River.  

William serves as a Research Associate at the Las Vegas Wealth Consulting Group office. He joined the firm two months before graduating from the University of Nevada, Las Vegas, where he plans to major in Finance. In college, he was the Director of Philanthropy and the Assistant Treasurer of the Financial Management Association. He was also a part of the First Generation Club, Real Estate Club, and UNLVolunteers. At WCG, he will assist the Trading Manager and the Chief Investment Officer with updating models, systems, spreadsheets, and provide analytics for requesting advisors using MorningStar and Riskalyze.

In his free time, William enjoys playing basketball competitively, hiking, and spending time with families and friends. William is married to his wife, Rhoda, and has one daughter, Taylor.