ADVISOR CONSULTING GROUP - Key Persons
Bradley Etheridge brings over three decades of notable industry performance to his role as Chief Marketing Officer for the Advisor Consulting Group (ACG). After three years as a leading producer, and while still in his twenties, he went on to build that company's leading agency. Then, at age 32 he became the youngest Vice President of Sales in the company's history.
In recent years, Brad has focused on his career passion; developing sales talent. In 2005 he partnered with Distribution Solutions, a leading sales consulting firm in training and developing sales professionals. It was here that Brad found his "unique capability"; coaching established advisors on reaching their potential through proven practice development strategies. His philosophy of sound practice development is based upon the mastery of two fundamentals; getting in front of enough of the right kind of prospect and, once there, uncovering what it is they really want and showing them how we can deliver it. He calls these two cornerstones of his advisor training programs Main Event Marketing® and High Impact Discovery®.
Cheryl L. Lindsay joined The Advisor Consulting Group along with Eric Jacoby. Prior to joining ACG, she worked at The Jacoby Agency since 1998 as their Administrative Assistant and over the years has expanded her capacities. Currently, Cheryl is our Office Manager and handles the day to today operations of: Case Management, Commissions, Licensing and Contracting, Securities Audit Preparation, Payroll, and servicing of our clients.
Cheryl was born and raised in California and currently resides in Orange County with her husband. They have two children and two granddaughters.
Elsa began working at The Advisor Consulting Group in January of 2011 as our Administrative Assistant. In her current role, she works with all the members of our team - from the sales, underwriting, and accounting.
She has been in the financial services industry for over 15 years. Elsa came to AGC because of her strong bookkeeping background.
Elsa was born and raised in California. She and her husband of over ten years, Fernando, resided in Pacoima, California along with their three you sons: Fernando, Mario, and Diego.
Kayla joined the Advisor Consulting Group in 2020 after she graduated from high school. In her role as an Administrative Assistant, she works with all the members of our team.
Her desire is to become a pastry chef and bakery owner. She is waiting for the cullinary school to reopen so that she may persue her passion - baking.
When not baking, she likes to do Special Effects Makeup.
She was born and raised in California and has two birds.
Miriam Bertke joined The Advisor Consulting Group ("ACG") in 2012 after being introduced to the Founder and President, Simon Singer, CFP®, CAP®, RFC®.
For many years, Miriam's passion has been helping people prepare for life's expected and unexpected finanical events. She helps them to achieve their goals, regardless of their current level of success, in the areas the matter most: their personal and business finances, and taking care of their families, careers, and health.
She has a special passion for working with small business owners, CPAs, and physicians. Miriam helps her clients determine their financial goals and then, with her input, design a portfolio program that aligns appropriately with the client's needs.
She is very proud of her support of different charity organizations, like the Brent Shapiro Foundation, and donating clothing to those who need it most through different support groups.
Robert brings more than 10 years of industry experience to his role with Advisor Consulting Group (ACG). He works alongside ACG's Chief Operating Officer, Todd Weiner, in managing day-to-day operations.
Robert spent several years in the title insurance and mortgage industries with a large, multi-million-dollar mortgage and banking institution, as a Compliance Officer and Jr. Underwriter. He most recently served as Chief Operating Officer for a locally based financial education organization.
He currently resides in Western Michigan with his wife, son, and daughter.
Todd joined The Advisor Consulting Group in February of 2002 as our Chief Operating Officer. In his current role, Todd is in charge of the on-going operations of the company including post-case management. He works directly with the Advisors (Attorneys, CPA's, etc.) and their clients, after the engagement has commenced. In addition, he works with the Advisors and their clients during the Discovery Process.
Todd has an extensive background in customer service and administration. He has been in the customer service industry for over 30 years and in the financial planning industry for over 20 years. Todd is a Registered Representative with Kestra Investment Services, LLC but does not currently offer Securities.
Todd was born and raised in California. He and his wife, Nikki, live in West Hills, California with their three daughters: Noa, Kayla, and Chasia.