Gali Sherman headshot

Gali Sherman MBA, CFP®

President & Founder, Wealth Advisor
818-991-6171
Gali Sherman is a Wealth Advisor, Founder and President of NaviGuide Wealth Partners, Inc. with nearly 25 years of experience in the financial...
Holly Allin headshot

Holly Allin

Chief Operating Officer
818-991-6171
As the Chief Operating Officer, Holly Allin relies on her decades of experience and knowledge to help NaviGuide Wealth Partners run as smoothly and...

Molly Bertram

Senior Client Service Specialist
My role is to ensure that you receive exceptional client service while working with our team. As Senior Client Service Specialist, I am committed to a...

Kobi Sherman

Client Services
With a background in math and computer science, Kobi Sherman applies his problem-solving skills and strong technical foundation to support both his...

Back Office

Amber Kodad MBA, CFP®

Director, Advisor Resource Center
amber@wealthcg.com
Director, Advisor Resource Center/Financial Planning Master’s in Business Administration (MBA) Bachelor of Science, Financial Services Series 7 and...

Megan Wilsey CFP®, CPA

Financial Planner
Megan Wilsey is a Financial Planner with The Wealth Consulting Group’s Advisor Resource Center (ARC), specializing in holistic financial planning...

Alisa Foster

Paraplanner
afoster@wealthcg.com
Alisa is a Paraplanner at The Wealth Consulting Group's Advisor Resource Center. Before joining WCG, she spent several years in advisor support roles...

AJ D’Addio

Financial Planning/Investment Intern
ajdaddio@wealthcg.com
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...

Raymond Bell

Advanced Insurance Consultant
rbell@wealthcg.com
With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting, large case design and negotiation. Before...

Brian Foley CFP®

Trading Department Manager & Research Coordinator
brian@wealthcg.com
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...

William Tangog

Research Associate and Trading Assistant
wtangog@wealthcg.com
William serves as a Research Associate and Trading Assistant at The Wealth Consulting Group. He joined the firm two months before graduating from the...