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Divider15233 Ventura Boulevard
Suite 220
Sherman Oaks, CA 91403
(818) 788-3222

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Jennifer Han Malek has provided investment and financial advisory services to individuals and businesses since 1998. Jennifer specializes in Investment wealth management, retirement and estate planning, succession and protection...

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Pam Griggs is excited to be a part of the team here at JHM Wealth Management.She has been an administrative assistant in many aspects of business-from radio and education, to health services and finance. In each of these fields, her...

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Amber Kodad, MBA, CFP

Director, Advisor Resource Center

Amber Kodad, MBA, CFP® Director, Advisor Resource Center Director, Advisor Resource Center/Financial PlanningMaster’s in Business Administration (MBA)Bachelor of Science, Financial ServicesSeries 7 and Series 63 Securities...

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Andrew D'Addio MBA

Director, Practice Management Implementation

Andrew joined the team in September of 2015 as a Practice Management and Integration Director. Andrew is a seasoned practice management and business development professional with more than 25 years of industry experience. Andrew is...

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Dara K. Asuncion

Marketing Manager

Dara K. Asuncion works as the firm’s Marketing Manager. Dara received her Bachelor of Science degree in Business Marketing from the University of Nevada, Las Vegas in 2006. Utilizing her marketing degree, Dara is responsible for...

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John “Jack" Ewing MBA, CFO REGISTRATIONS Series 7 (General Securities Representative)Series 66 (Uniform Combined State Law)Series 24 (General Securities Principal) Life, Health & Variable Annuity Insurance LicensesSeries 7 and 24...

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Lisa Dashnaw

Operations Manager

Lisa Dashnaw Operations Manager Lisa Dashnaw is The Wealth Consulting Group’s Sr. Operations Manager. Lisa joined the firm in 2009. She oversees the day to day operations, implements compliance standards, organizes offices and is...

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Matthew Pierce, CFA

VP, Trading and Research

Matthew Pierce, CFA VP, Trading and Research Matthew joined WCG in August of 2010 and has served as the Vice President of Research and Trading since 2016. Matt’s primary role is the management of the firm’s investment...

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Raymond Bell

Advanced Insurance Consultant

With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting, large case design and negotiation. Previously Ray was an internal wholesaler at Sun Life and most recently Senior Sales Consultant...

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