San Jose, California

Boyd joined Wealth Consulting Group in 2024, bringing over 20 years of experience in the financial services industry. Prior to his role at WCG, he consulted with advisors nationwide, focusing on strategies seeking to protect clients' assets and plan for retirement income. Throughout his career, Boyd has gained invaluable insights from some of the industry’s leading financial professionals, further igniting his passion for helping individuals pursue their financial goals.

After relocating to Scottsdale in 2016, Boyd began working with WCG as a consultant, assisting the team in planning for clients nearing retirement and addressing their income needs. He quickly recognized that WCG was the ideal environment for him to pursue his passion for working directly with clients. Following years of discussions, he was thrilled to officially formalize his partnership with WCG in 2024.

Boyd and his wife, Katie, are proud parents of three children who love exploring the outdoors and playing sports together as a family. Boyd actively coaches his kids in athletics, fostering their passion for sports while instilling the values of hard work and dedication. Although they currently reside in Arizona, they frequently return to Boyd’s home state of Colorado to spend time with friends and enjoy camping with Grammy and Grampy. In his free time, you might find Boyd on the golf course, sharing a round with clients and friends.

RICP conferred by The American College of Financial Services

LPL Financial Investment Advisor Representative

Brian J. West is a Financial Advisor with LPL Financial.; he joined The Wealth Consulting Group in 2005. He brings a wealth of experience and knowledge to his role as a financial advisor. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning and wealth management.

A comprehensive, client-focused approach to financial planning helps to ensure that the recommended programs encompass each client’s financial goals, time frames and risk tolerance. Mr. West focuses on investment analysis. He works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and succession planning.

Helping people, whether it’s planning for retirement or college expenses, is truly Mr. West’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.

“As a holistic financial advisor, the task is to fully understand a client's financial universe - to embrace the importance of what a client has built over a lifetime, their risk tolerance, goals & objectives. It's about the process of creating unique, client-specific solutions. I bring decades of wealth management experience, with a strong emphasis on portfolio management - using individual stocks and conservative covered-call option strategies. For wealthier clients, using tax-efficient, multi-generational wealth transfer strategies, to complement estate planning.  For business owners, focusing on executive bonuses, executive retention strategies, buy/sell, etc.  All of my clients get the same attention, and I look forward to working with those interested in planning & executing strategies best suited for their circumstance.”

 “When not studying the stock market, I enjoy reading, traveling, the arts, spending time with family, and - of course - define loyalty by remaining a life-long Washington Redskins fan.”

Gabby has worked for Stan Waldrop as his Executive Assistant since 2018. Prior to joining the
WCG Team, she worked for a Broker Dealer in the industry for five years.

In her spare time, Gabby enjoys working on personal craft projects, listening to music, and
focusing on wellness with hot yoga.

Gabby is not licensed, registered, or affiliated with LPL Financial.

Jake Ceschin joined the Wealth Consulting Group team in Scottsdale, AZ in October of 2021. Jake brings several years’ experience as a Financial Advisor to the WCG team since his start in the industry beginning in 2017 after graduating from Arizona State University – W.P. Carey School of Business.

Jake understands that financially preparing for that next step in life isn’t always easy.  His combination of experience, professionalism, and access to a wide variety of products and services cannot only help you meet your financial goals and insurance needs, but also provide peace of mind.  Knowing that you have a plan in place to reference and keep track of your goals as time goes on“Financial Road Maps” for clients to evaluate and achieve their goals.  This approach is conducted through a comprehensive, client-focused approach where Jake implements specific strategies unique to every client and their situation. 

In his free time, Jake enjoys spending time outdoors golfing, camping, hiking or fly fishing with his wife Audrey, their son Colt, and their two dogs. 

Kory’s practice focuses on multi-generational wealth management and provides financial planning to professionals, business owners and individuals.  As an entrepreneur at heart, his background and experience has allowed him to help implement and communicate strategies in wealth accumulation, tax reduction strategies using qualified retirements plans and to help provide risk management profiles for the past 30 years. Critical to Kory’s success is his needs-based approach and ability to ask the important sometimes tough questions.  Listening, being proactive, confidentiality and transparency while working with individuals, families and businesses are the foundation of his practice.

I’ve been practicing since 1993 in Arizona. Outside of the office I am an active Life Member and past board member of the Chandler Compadres.  I have served in various capacities with the Boys & Girls Clubs of the East Valley, Future Farmers of America, Easter Seals of Arizona (past Chairman Board of Directors).  Pam has been active in Chandler as well with the Chandler Service Club and the Chandler Schools. Kory & Pam have two children, Kody and Mackenzie and two grandchildren.  In his spare time, he enjoys golf, pickleball, hiking, skiing, and fishing & hunting.

Lauren joined Wealth Consulting Group in 2024 bringing 18 years of experience in the Investment industry. Her past roles include Operations, Client Service Associate and Executive Assistant. Lauren is dedicated to promoting a valuable client service experience and growth opportunities for the firm.

Lauren, an Arizona native, enjoys reading and spending time with her husband and daughter camping, hiking and enjoying the outdoors.

Lauren is not licensed, registered, or affiliated with LPL Financial.

Mackenzie joined the Wealth Consulting Group in 2025, bringing six years of accounting experience and a Bachelor of Science in Accounting and Finance. She plays an integral role in the firm’s financial and operational functions and is committed to delivering a high-quality client experience while supporting the firm’s long-term growth. Mackenzie is currently working toward earning her Enrolled Agent license and aspires to become a fully licensed agent in the future.

Outside of the office, Mackenzie enjoys staying active and cooking, and values spending time with her husband, Cole, a Chandler Firefighter, and their goldendoodle, Penny.

Mackenzie is not licensed, registered, or affiliated with LPL Financial.

Michael has been with the WCG Team since 2015. He began his career in the financial services industry over forty years ago, adapting with the times from focusing on insurance, then investments and wealth accumulation, to overall financial advisory. Throughout his long career, Michael finds purpose in solving the needs of his clients.

Michael works with individuals and families to plan for their current and future needs. Additionally, he has a great deal of experience assisting businesses with a variety of services including aiding in the selection of employee benefit programs such as group medical plans, retirement plans including 401(k) plans, as well as consulting on and building key executive programs, buy-sell arrangements, and succession plans. No matter who the client is, the approach for any need includes in depth careful analysis, recommendations, discussions, implementation, and periodic reviews.

Michael takes great pride in consulting on Medicare for his clients, whether advising newly eligible individuals about benefits and programs, or helping current beneficiaries to make any changes to their plans.

Michael is married to his wife Nancy. They have two children and eight grandchildren. He earned a Bachelor of Arts degree from the University of Vermont. These days Michael enjoys spending his free time gardening and staying active swimming and working out. He has also demonstrated a passion for supporting his community through various positions with organizations that include Reading Seed, Rotary Club of Tucson, the Muscular Dystrophy Association, and the Tucson Jewish Community Center.

Michael Otradovec is a seasoned financial advisor with a background in engineering, entrepreneurship, and community leadership. With professional designations as a Chartered Financial Consultant® (ChFC®) and an Accredited Portfolio Management Advisor℠ (APMA®), he brings thoughtful strategy and personal dedication to every client relationship.

Before becoming a financial advisor, Michael ran his own small business and worked as a mortgage banker—experiences that help him connect deeply with business owners, professionals, and families of wealth. He now specializes in helping clients preserve, manage and invest their financial legacies.

Michael’s analytical approach stems from his early studies in electronics and engineering at Argonne National Laboratory and Arizona’s top universities. While he ultimately chose a different path, that foundation informs the structured, problem-solving mindset he brings to wealth management.

Michael has been recognized as a Five Star Wealth Manager for both 2023 and 2024.

Outside the office, Michael has dedicated over 30 years to Scouting leadership. He and his wife, Barbara—married for more than 35 years—raised four Eagle Scouts and have supported Scouting at every level, from local packs and troops to national philanthropy. His adventures have taken him to three National Jamborees, one World Jamboree, and the Kandersteg International Scout Centre in Switzerland.

An avid outdoorsman, Michael enjoys hiking, fishing, and exploring wild places. He’s twice hiked the Grand Canyon rim to rim in a single day.

Michael understands that wealth is about more than numbers—it’s about purpose, people, and peace of mind.

Registered Representative and Financial Advisor with LPL Financial,
Bachelor of Science in Applied Christianity in Biblical Counseling
29 years with Wealth Consulting Group

Stan focuses on his role as an advocate on behalf of businesses and families, who require specialized financial and advisory services. By having a strong infrastructure of specialists, and partnering with strong companies and our professional alliances, we are able to provide what we believe to be state-of-the-art solutions and resources. By providing sound financial strategies we can help navigate today's ever-changing market, economic and political climate with the goal of achieving financial confidence or financial independence.

Since 1988, Stan’s mission has been to partner with clients to help identify short term, mid term, and long term goals in life and in their businesses. He implements a “team” quarter back approach though his affiliations and resources. This allows for a thorough analysis in helping clients implement their vision and strategies.

Words to live by - Luke 12:48 “To much is given much is expected”.
Married to Jennifer November 2008, son Sheppard, 10, and son Gabriel, 6 years old.

Founding Member of Phoenix Youth at Risk
Valley Big Brother for 19 years / Cory is currently 24 years old
Sojourner Center for Abused Women
Phoenix Rescue Mission
Changing Lives for Homeless Women
Prison Ministries

Personal interests include Faith, Family, and helping to carry one another’s burdens.

Stephen started his career in the financial services industry in 1979, working to develop a range of experience. He first became a Financial Advisor in 1992. Stephen joined our Wealth Consulting Group team in 2022, where he knew our team approach to helping clients would support his practice and his clients’ goals.

“The world is too complicated to try and do it all.  Innovative ideas and lots of experience are a great combination,” Stephen says.

Steven’s tasks for the WCG team consist of data support along with coordination of marketing materials and our client-facing web services. We know it is important that our clients have convenient access to tools and information that empower their financial well-being. Steven takes pride in helping clients sort through any technical difficulties or missing data that can arise in the online services we offer.

Steven graduated from Arizona State University in May of 2012 with a Bachelor of Arts in Psychology. He joined the WCG team in August of 2012.

In his personal time, Steven enjoys spending time with family, friends, and his dog named Cookie. His hobbies include writing, listening to audiobooks, and most especially playing board games.

Steven is not licensed, registered, or affiliated with LPL Financial.