FAMILY WEALTH MANAGEMENT GROUP - Key Persons

At Family Wealth Management Group, Brianne focuses on furthering her personal mission to "provide resources and opportunities to underserved and marginalized populations so their potential to participate in and serve their community can be realized." She is passionate about servant leadership, diversity, equity, and inclusion, and advocating for all families, including adoptive, foster, and LGBTQ communities. Her passion for people and processes, coupled with her attention to detail and ability to creatively solve problems, gives her an innate ability to guide Family Wealth Management Group into the future. As Laura J. LaTourette, CFP®'s daughter, Brianne is excited to make the business a truly family oriented organization. Before joining Family Wealth Management Group, Brianne worked as a as a trading assistant investing clients' money in the stock market. Prior to getting into the financial services industry, Brianne worked in the healthcare field as a healthcare representative helping hospital patients navigate social service programs. She believes all people deserve kind, prompt, and on-point service that helps them fulfill their own life's purposes. Brianne earned a master's degree in public policy from Brown University, and a bachelor's degree in Spanish from Berry College.

Job Titles:

• Wealth Consulting Group 's Director of Financial Planning / Advisor Resource Center

Amber Kodad is The Wealth Consulting Group's Director of Financial Planning/Advisor Resource Center (ARC). Amber has been with our firm in this role for the past 5 years. Prior to joining our firm, she was the Director of Financial Planning for the MetLife of Southern California agency for five years. Amber graduated from San Diego State University with a Bachelor of Science degree in Financial Services. During college she obtained an internship with MetLife and started as a full time employee upon graduation in 2006. While working at MetLife, Amber obtained her CERTIFIED FINANCIAL PLANNER TM designation as well as her Master's in Business Administration (MBA) through California Miramar University.

Job Titles:

• Chief Executive Officer

Brianne lives in Tennessee with her husband, twin sons, and two cats. In her free time, she likes to play Dungeons and Dragons (her other name is Amethyst) and spend time with her family. She is an avid reader of science fiction and romance novels. Brianne is the Chief Executive Officer of Family Wealth Management Group and Investment Advisor Representative with WCG Wealth Advisors. She is bilingual and speaks Spanish and English. Brianne is also a devoted and loving Mom of twin sons and is happily married to her soulmate. Brianne holds her Series 66 license with WCG Wealth Advisors.

Job Titles:

• Financial Planning Coordinator at the Wealth Consulting Group

Kathleen is a Financial Planning Coordinator at The Wealth Consulting Group. She assists the team by preparing the initial stages in creating personal financial plans for clients and provides supportive services to advisors. She recently graduated from San Diego State University with a degree in Finance and she is eager to continue learning in the Financial Services industry.

As a self-made entrepreneur, Laura J. LaTourette, CFP® has built her career in financial services on her own terms.

Job Titles:

• Operations Manager
• Operations Manager, FPQP

Minnette, Operations Manager, FPQP®, continues to provide daily customer service to our clients and adds the responsibility of assisting Laura in providing Financial Plans for our clients.