About Us
Planning Futures
Comprehensive Approach
Comprehensive Approach
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
- Financial planning
- Investment advice
- Retirement planning
- Education funding
- Estate planning
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
Comprehensive Approach
Comprehensive Approach
Comprehensive Approach
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Committed to Service
Comprehensive Approach
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Our Leaders
Mark & Amy Chuthar - CEO
Mark Chuthar was born in Thailand and came to the United States speaking very little English. He worked at a restaurant and knew how to say "Chicken, Beef, Pork or Shrimp," which led to our beloved Thai Woosh. By utilizing a system, he continues to have massive growth in his team. As a selfless leader, his goal is to help others achieve their goals.
Hwaling Coffey & Jason Koch - SMD
Educating families how to make & save more money
Meileh Coffey & Kursten Burns - SMD
Educating families how to make & save more money
Nathan & Marie Aroonprapun - SMD
Nathan & Marie started WFG on a part-time basis and achieved SMD part time. Nathan was a very successful IT director but decided he wanted to spend more time with his family and transition into the financial industry. Marie had the most important role of a stay at home mother raising their 3 boys. She wanted to ensure she could leave a legacy for their children and decide to go into business with her husband. Now Nathan & Marie help families achieve financial independence and to become debt free together.
David & Sonia Olivera- SMD
Experienced Financial Professional with a demonstrated history of working in the Financial Services Industry, Real Estate Investing, Skilled in Negotiation, Customer Service, Advertising, Sales and Strategic Planning while collaborating with clients in reaching their ultimate financial goals.
Richard Blanco - SMD
Educating families how to make & save more money
Randy & Eelan Takayama - SMD
Educating families how to make & save more money
Cameron Gayed - SMD
Experienced Financial Professional with a demonstrated history of working in the financial services industry. Skilled in Negotiation, Customer Service, Advertising, Sales, and Strategic Planning.