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.

Disclosures:

Jim Worden is an Investment Advisor Representative of WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. He is not affiliated with LPL Financial, LLC.

Rosemary Richard brings over 25 years of compliance experience in senior-level roles. She has worked at large multinational firms such as Citibank/Smith Barney, AXA Equitable, and MONY throughout her career. She most recently served as the CCO for Titus Wealth Management and the CCO for The Financial Services Network. Rosemary holds the Series 7 and 24 licenses with LPL Financial and is a cum laude graduate of Northeastern University with a B.A. in Political Science.

Rosemary enjoys hiking and sailing, lives in Northern California, is involved in her church, and served on a non-profit board focused on breast cancer.

Talley is the Chief Market Strategist of The Wealth Consulting Group (WCG). In this role, he is responsible for formulating and communicating his views on the economic and investment landscapes, with a focus on stocks. Mr. Léger approaches markets from a thematic, holistic perspective.

Talley was recently inducted to Marquis’ Who’s Who as an honored listee and has over 25 years of experience in financial services. Prior to WCG, he was a Managing Director and the Senior Equity Strategist at Raymond James and the Senior Equity Strategist at Invesco. Mr. Léger was also the founder of Macro Vision Research and held other prominent strategist roles at Barclays Capital, ISI, Merrill Lynch, RBC Capital Markets, and Brown Brothers Harriman.

Mr. Léger is an author of the book, “From Bear to Bull With ETFs,” a four-star Amazon Best Seller.* He has been a guest columnist for The Big Picture and Data Watch on Bloomberg Brief Economics, as well as a contributing author on Seeking Alpha. Talley has been quoted widely in Associated Press, Barron’s, Bloomberg, Business Week, Dow Jones Newswires, Financial Times, MarketWatch, Morningstar Magazine, The New York Times, and The Wall Street Journal. Mr. Léger has appeared on Bloomberg TV, Business News Network (BNN) TV, CNBC, Reuters TV, TD Ameritrade, The Street, Yahoo! Finance, and has spoken on Bloomberg Radio.

Talley earned a Master of Science in Financial Economics and a Bachelor of Music from Boston University in 2000 and 1998, respectively.

*“From Bear to Bull With ETFs” (2nd ed.), by David R. Kotok and Talley D. Léger, published by Cumberland Advisors Publishing (2014).

Michelle D. Cooley is a native of New York City, NY and currently resides in both Fort Worth, Texas and Temecula, California. She has been in the financial services industry for 20+ years in various roles such as Compliance and Operations. Her previous Compliance roles were at LPL Financial, CUNA Mutual Group and First Allied Securites.

During her spare time, Michelle works with the non-profit organization The JC Cooley Foundation (Options and Opportunities/The Choice Program) whose mission is to provide today’s youth and young adults on Dreaming Big, Thinking Big, and Being Big in everything they do in life. She is also an author, and the Co-Host/Executive Producer of The James Cooley Show…It’s Your Life LIVE on e360tv, radio, and podcasts.

Michelle has a Bachelor’s of Business Administration Degree in Marketing Management from Baruch College in New York City, and holds an MBA in Marketing from Concordia University Nebraska, and an Executive Masters Certificate in Organizational Leadership & Management for Non-Profits from the University of Notre Dame. She has been married to Dr. James (JC) Cooley for almost 15 years. She spends most of her spare time with her family, friends, and her dog Bella. Her hobbies include walking and working out at the gym. Her vision is to give back to others and making a difference in other people’s lives who may be less fortunate.

With over 25 years of experience in the investment industry, Erika brings a wealth of expertise to the Wealth Consulting Group. Specializing in qualified retirement plan design, recordkeeping, and plan consulting for employers, she is well-versed in a variety of retirement plans, including qualified and non-qualified plans, SIMPLEs, and IRAs. Erika’s advisory experience has provided her with deep insight into the fiduciary responsibilities of retirement plans and the critical importance of delivering effective employee education.

As a Certified Financial Planner® professional, Erika understands how vital company retirement plans are in both attracting and retaining top talent. She recognizes these plans as a crucial element of an employee's long-term financial success. Erika's extensive financial planning background also includes working with high-net-worth individuals to create comprehensive financial plans tailored to their specific needs.

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 eastern plains and remains deeply connected to her roots. While she enjoys exploring new places, Erika most often spends time with her daughter, embracing all the outdoor activities that their “backyard” has to offer.

Brandon Danziger, hailing from New Jersey, ventured to California Lutheran University to pursue his passion for business administration. There, he completed his Bachelor's degree in Business Administration and later returned for his MBA in Finance, graduating Magna Cum Laude. Alongside his academic accomplishments, Brandon showcased his athletic talent as a member of the men's basketball team, earning recognition for Outstanding Academic Achievement from NABC.

Driven by a desire for global exposure, Brandon embarked on a transformative semester in Hong Kong, immersing himself in the study of international finance. His entrepreneurial spirit flourished during this time, as he emerged as a finalist in the prestigious Big5 Gymnasium entrepreneurial innovation competition.

Outside of his academic and professional pursuits, Brandon finds joy in exploring the world through travel and indulging in his passions for basketball, pickleball, and golf. With a solid educational foundation, remarkable athletic achievements, and a thirst for new experiences, Brandon Danziger is poised to make a lasting impact in the business world while cherishing his love for sports and exploration.

Caitlin 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 at small RIAs. 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.

Jason is the Director of Trading and Research, bringing a strong foundation in economics, finance, and strategic analysis to his role. Born and raised in Pasadena, California, he earned his degree in Economics and Sociology from the University of California, Irvine.

Jason’s introduction to the world of finance came during high school when a neighbor who worked at a hedge fund shared insights into the industry. That early exposure sparked his passion for markets and the financial industry.

Outside of work, Jason prioritizes his family, friends, and keeping up with Los Angeles sports teams.

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.

Ryan grew up in a Marine Corps family, moving frequently during his childhood, but proudly calls San Diego home. He recently graduated from Michigan State University with a Bachelor’s degree in Finance and a minor in Financial Planning and Wealth Management. With a strong foundation in financial principles and a passion for strategic planning, Ryan is eager to build a career helping individuals and organizations reach their financial goals.

Outside of his professional pursuits, Ryan enjoys staying active and is a dedicated Philadelphia sports fan. He has a particular love for soccer and follows Manchester United closely. In his free time, Ryan can often be found on the golf course or pickleball court, and he enjoys traveling whenever possible to explore new places and cultures.

William Tangog joined The Wealth Consulting Group in 2022 and serves as a Research Associate and Trading Assistant. In his role, he supports the Trading Director and Chief Investment Officer by maintaining investment models, updating systems and spreadsheets, and delivering analytics to advisors through platforms such as Morningstar and Riskalyze.

William earned his Finance degree from the University of Nevada, Las Vegas, where he was actively involved in student leadership. He served as Director of Philanthropy and Assistant Treasurer for the Financial Management Association and was a member of the First Generation Club, Real Estate Club, and UNLVolunteers.

Outside the office, William enjoys playing competitive basketball, hiking, and spending time with his wife, Rhoda, and their daughter, Taylor.

AJ was born and raised in New Jersey but now calls the West Coast home. His home is in Portland, Oregon. He recently graduated from Marist College with a Liberal Arts degree in Political Science.  

AJ is a big Star Wars fan, but he could never choose a favorite. He also enjoys playing board games. His favorite being “Watergate”. AJ’s loves food, in particular, he loves pulled pork sandwiches.