Our Team

Sonja brings over 20 years of investment experience to The Wealth Consulting Group.  She has experience in almost every aspect of the financial services industry. She is primarily responsible for the firm’s regulatory compliance, striving to ensure compliance with complex state and federal regulatory securities law. She holds FINRA Series 7, 66, 53, 24, and 4 licenses. Sonja attained her bachelor’s degree from Arizona State University.

Sonja is proud to be a part of a thriving firm that supports its financial advisers at the highest level. In turn, our advisers support what is most important, our clients.

In her personal life, Sonja is the mom of four sons and enjoys spending time with her family, close friends, and her parents. She enjoys music, dance, and fitness.

Series 4, 7, 53 and 24 securities registrations held through LPL Financial. Series 66 held through LPL Financial and WCG Wealth Advisors.

Jimmy is the Founder and CEO of The Wealth Consulting Group (WCG).  He began his career in 1995 after graduating from college.  He was self-employed from the very beginning and has grown WCG as an entrepreneur into a wealth management firm with a national presence.  After almost two decades of managing branch offices and supervising other financial advisors for two Fortune 100 financial companies, he founded WCG’s current business as a SEC Registered Investment Advisor (RIA) in Oct. 2014 and he affiliated with LPL Financial for brokerage services.  WCG has been recognized by the Financial Advisor publication as the 5th fastest growing RIA in 2016 and by Investment News for Excellence in Diversity and Inclusion in 2018*. 

He is called on by the financial media for his expertise in investing and the advisory industry.  He appears regularly on CNBC, Fox Business, Yahoo Finance, and TD Ameritrade.  He has been profiled and quoted in the Wall St. Journal, Marketwatch, Bloomberg, Financial Planning, Forbes, and many other financial publications. 

Jimmy is grateful for his teammates at WCG and all of the firms clients.  “I’m am proud of the company that we have.  At the core are a lot of good people with great values who try very hard to help our clients in any way they can.  I believe that we are making a real difference in people’s lives and the many communities that we serve.  My goals are to continuously learn, get better, and to make a difference in as many lives as I can.”

Jimmy lives in Las Vegas where he helped start the WCG Academy of Business and Entrepreneurship at Faith Lutheran High School.  He supports the UNLV Foundation and other charitable organizations.     

_{*Financial Advisor Magazine’s 2017 Top 50 Fastest Growing RIAs based on annual growth in assets under management (AUM) during calendar year 2016. Minimum of $250 million in AUM required for eligibility in ranking.}

_{InvestmentNews’ Excellence in Diversity & Inclusion award based on nominations by a committee of InvestmentNews representatives and judges from the advice business. For advisory firm awards, nominees must be registered investment advisory firms, independent broker-dealer affiliates, or branch offices of a wirehouse, insurance firm, or brokerage, and have fostered diversity and inclusion within their own firms, among clients, or within the financial advice industry as a whole.}

REGISTRATIONS

Series 7 (General Securities Representative)
Series 66 (Uniform Combined State Law)
Series 24 (General Securities Principal) Life, Health & Variable Annuity Insurance Licenses
Series 7 and 24 registrations held with LPL Financial and the Series 66 registration held with LPL Financial and WCG Wealth Advisors.

EDUCATION

United States Naval Academy, B.S. Physics
University of Hawaii, MBA

PREVIOUS EXPERIENCE

U.S. Marine Corps Pilot
Corporate executive leadership in international sales, marketing, and operations.

ORGANIZATIONS

Member of US Naval Academy Alumni Association, Southern NV Chapter
Past president of Rotary Club of Green Valley
Member of NAIFA (National Association of Insurance and Financial Advisors)

PERSONAL

Resides in Henderson with spouse Rachel and children Caroline, Sophia & Joshua.
Enjoys aviation, hunting, fishing and volunteer work.

Andrew joined The Wealth Consulting Group in September of 2015 as a Practice Management and Integration Director. Andrew is a seasoned practice management and business development professional with more than 25 years of industry experience. At WCG Andrew is responsible for working with existing locations to grow their business and with newly appointed branches to ensure a smooth transition. He also runs his own consulting practice, and most recently worked directly with a firm in Portland, Oregon as their COO, where he took the firm to an independent RIA model.

In previous roles Andrew worked with branch managers, general agents and advisors to provide practice management strategies in an effort to help them work towards greater levels of success through marketing, succession planning, human capital and operational considerations.

When Andrew’s not working, he enjoys cooking (and occasionally baking) seasonally inspired dishes he finds in the blogosphere. He also runs every day that he can and spends time on the tennis court with friends playing in USTA leagues. On the weekends he enjoys taking long runs with his wife and spending time together as a family with their kids.

Andrew D'Addio is not affiliated with LPL Financial.

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.

Brian is a Certified Financial Planner™ with the Wealth Consulting Group. He graduated from Boise State in 2016 with a Bachelor in Finance and played number 1 singles on the tennis team his senior year. Brian holds his Series 7 through LPL Financial and his Series 66 registration with WCG Wealth Advisors & LPL Financial, along with his state Life, Health, and Variable Annuity Insurance license.

Brian joined The Wealth Consulting Group full- time after graduating. He began in the trading and investment department and now directly services clients, helping them pursue their financial goals.

Born and raised in Las Vegas, Brian enjoys playing tennis and pickleball, watching movies with family and friends, and spending time with his White Labrador, Jax. He is a big fan of the Dallas Cowboys and Boise State sports.

Moira joined The Lee Team and WCG in October 2017. Moira has been in the financial services industry for over 15 years and brings a wealth of client service skills with her. She is dedicated to meeting the needs of all our clients and providing them with exceptional service. The client’s experience and satisfaction are of utmost importance to her.

She moved to Las Vegas five years ago after living in Maine for over 15 years. Outside of work, Moira loves to bake, cook and spend time with her family and friends.