HASKELL WEALTH MANAGEMENT - Key Persons
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 9 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 Planning (CFP®) designation as well as her Master's in Business Administration (MBA) through California Miramar University. She is also a member of the Financial Planning Association.
Ashley McCall is beginning her career with Haskell Wealth Management as a Client Service Associate. In her role, she hopes to provide clients with excellent customer service. Ashley moved to Las Vegas in 2018, and it was at that time that she began her journey in the financial industry. She has an extensive background in servicing retirement accounts, in which she got extensive practice providing stellar customer service.
Ashley believes a strong work ethic and dedication can take you anywhere in life as long as you are willing to take the ride. In her spare time, Ashley enjoys reading, off-roading, and testing out new recipe
Job Titles:
- Trading Department Manager & Research Coordinator
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 with a Bachelor in Finance. Brian played on the tennis team at Boise State all 4 years and ended up playing number 1 in singles his senior year. He is competitive in just about anything he partakes in due to his career of competitive tennis.
Brian came to work at The Wealth Consulting Group full time shortly after he graduated from BSU. He was born and raised in Las Vegas. In his free time, when he's not playing tennis, Brian really enjoys watching movies with family and friends. He is also a big fan of watching NBA and college and professional football, especially the Boise State Broncos and Dallas Cowboys
Job Titles:
- LPL Registered Principal & Financial Advisor
Jeffrey Haskell is the LPL Registered Principal and Financial Advisor at Haskell Wealth Management. He has been helping clients since 1993. Jeff has taught thousands of investors and business owners advance techniques and that strive to help them grow their assets, protect their wealth, and pursue financial success. His passion is to create family legacy that is passed down to generations.
Jeff has called the Coachella Valley home since 1974 and is currently serving as a Board Member for the Palm Springs Policy Aero Squadron, and has served as a Board Member of the Palm Desert Chamber of Commerce. He has earned his Private Pilot license which allows him to fly to client meetings out of the area.
He has been married 30 years to his lovely wife, Laurie. They have one daughter, Ramsie, who keeps them both busy with sports, including swimming and water polo.
Kathleen is a Financial Planning Intern 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.
Kathleen was born in the Philippines and has lived in San Diego since she was 7. In her free time, she enjoys working out and practicing yoga.
Job Titles:
- Investment Advisor
- Representative
- Financial Planner With the Wealth Consulting Group 's Advisor Resource Center
Megan Wilsey is a Financial Planner with The Wealth Consulting Group's Advisor Resource Center (ARC), specializing in holistic financial planning services for advisors and their clients. Before joining WCG, Megan began her career in public accounting, spending several years at a Big 4 accounting firm before transitioning to the financial planning industry.
Megan feels grateful to be able to carry out her personal mission, which is to help the firm enhance peoples' lives by arming them with the financial tools and knowledge to pursue their version of success. Megan believes in the importance of creating a financial plan as a foundation for making sound decisions and providing confidence.
In her spare time, Megan loves going on adventures with her dog, cooking, lifting heavy weights, and trying new things! Megan holds a Bachelor of Science in Business Administration from Northeastern University and is a CFP®.
Megan Wilsey is solely an investment advisor representative of The Wealth Consulting Group, and not affiliated with LPL Financial.
Job Titles:
- Advanced Insurance Consultant
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.
Job Titles:
- Research Associate
- Research Associate & Trading Assistant
William serves as a Research Associate at the Las Vegas Wealth Consulting Group office. He joined the firm two months before graduating from the University of Nevada, Las Vegas, where he plans to major in Finance. In college, he was the Director of Philanthropy and the Assistant Treasurer of the Financial Management Association. He was also a part of the First Generation Club, Real Estate Club, and UNLVolunteers. At WCG, he will assist the Trading Manager and the Chief Investment Officer with updating models, systems, spreadsheets, and provide analytics for requesting advisors using MorningStar and Riskalyze.
In his free time, William enjoys playing basketball competitively, hiking, and spending time with families and friends. William is married to his wife, Rhoda, and has one daughter, Taylor.