Our Team
Our executive team brings together deep expertise in financial planning, investment management, and advisory firm development.
Jimmy Lee
Founder & Chief Executive Officer
Andy Kalbaugh
President
Jason Ehrlich
Chief Financial Officer
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Powering independent advisors with the ARC of WCG
Creating more billable hours by doing your heavy lifting.
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Community
At WCG, community means a group of advisors who chose to be here, who share a planning-first conviction, show up for each other's growth, and celebrate each other's wins because they know how hard they are to earn.
WCG Collaborate Conference-Di Modica Awards-WCG Roundtables-WCG Monthly Calls-ISC Committee-WCG Marketing & Practice Management Committee
Focus on Your Genius
Your genius is the work you love, the work you're exceptional at, and the work that actually moves the needle for clients. Everything WCG is built to do comes back to one goal: give you more of that time back.
Monetization & Legacy
At some point in every advisor's career, the question shifts from "how do I grow?" to "how do I protect what I've built?" WCG is one of the few firms with a genuine, structured answer, built entirely around the advisor staying in control.
