Our Team

Mark Connely

mark_connely@wealthdesigngroup.net

Brandt Jordan CFP®, CExP™

Director of Advanced Planning

brandt_jordan@wealthdesigngroup.net

Cassidy Makris

New Business Case Manager

cassidy.makris@wealthdesigngroup.net

Christine Garrity

Client Service Specialist

christine.garrity@wealthdesigngroup.net

Cindy Wilson

New Business Case Manager

cindy.wilson@wealthdesigngroup.net

Dale Pieper

dale_pieper@wealthdesigngroup.net

Don Taylor

Financial Coach

donald_taylor@wealthdesigngroup.net

Gary Speer

Financial Representative

gary_speer@wealthdesigngroup.net

Heather Holland

Broker

heather.holland@wealthdesigngroup.net

Jay Bartley

Financial Coach

jay_bartley@wealthdesigngroup.net

Justin Makris

justin_makris@wealthdesigngroup.net

Krissy Vaca

Operations Director

krissy_vaca@wealthdesigngroup.net

Larry Mott, CFP®

Certified Financial Planner

larry_mott@wealthdesigngroup.net

Matthew Song

Broker

matthew.song@wealthdesigngroup.net

Morgan Guggenheim

Events Coordinator & Client Relationship Specialist

morgan.guggenheim@wealthdesigngroup.net

Rick Ray, MSFS

Founder

Sabrina Breen

Business Development Manager

sabrina.breen@wealthdesigngroup.net

Victoria Cooper, CDFA®, CVA®, MBA

Financial Representative

vcooper@wealthdesigngroup.net