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...
Pam Griggs has been a part of the team here at JHM Wealth Management since 2014. 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...
Amber Kodad, MBA, CFP
Director, Advisor Resource Center
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...
Lisa Mitrovich
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...
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...