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Sybil P

Series 63, Series 65

Des Moines, IA

The Wealth Consulting Group

Sybil Poage is a financial advisor with The Wealth Consulting Group in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior work includes roles at LPL Financial, Peoples Trust Savings Bank, Sorrento Pacific Financial, Iowa State Bank, and INVEST Financial Corp. Poage also maintains investment advisory activities through WCG Wealth Advisors, LLC. WCG Wealth Advisors, LLC provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers integrated legal-service pathways alongside its advisory offerings.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Meredith M

Series 63, Series 66

Des Moines, IA

The Wealth Consulting Group

Meredith Mussmann is a financial advisor at The Wealth Consulting Group with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Cambridge Investment Research and Edward Jones. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, and trusts. The firm employs a tailored investment process combining various analytical approaches and offers services through multiple custodial platforms and sponsored programs.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Zoe P

Series 66

Des Moines, IA

The Wealth Consulting Group

Zoe Pins is a financial advisor at The Wealth Consulting Group with a Series 66 credential and one year of industry experience. She has worked at several firms including LPL Financial and LivWel Advisors. Outside of her advisory role, she is employed by Lululemon. The Wealth Consulting Group is an enterprise firm serving a diverse client base ranging from non-high-net-worth individuals to corporate and institutional clients. The firm employs a tailored investment process that integrates multiple analytical approaches and offers a range of advisory and fiduciary services, including legal-service integration and sub-advisory support.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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