— Who We Are
Jason M. Weaver
Financial Advisor / Managing Partner
AAMS®, CRPC®, CMFC®
Jason Weaver, Managing Partner and Co-Founder of Weaver Consulting Group, brings nearly three decades of trusted, heart-led financial guidance to clients nationwide.
Travis J. Weaver
Financial Advisor / Partner
AAMS®, CRPC®, AWMA®
Travis Weaver co-founded Weaver Consulting Group to help clients simplify financial decisions, plan for retirement, grow wealth, and navigate life transitions with confidence.
Hunter A. Peterson
Financial Advisor
CRPC®
Hunter Peterson joined Weaver Consulting Group in 2017 after Vanguard, bringing relationship-based guidance, education, and retirement plan support backed by Chapman finance and accounting degrees.
Palmer Mahoney
Associate Advisor
CRPC®
Palmer Mahoney joined Weaver Consulting Group in 2025, bringing fresh perspective, strong academic achievement, and enthusiasm for financial planning, investment management, and client service.
Jessica Van West
Chief Operations Officer
CRPC®
Jessica Van West joined Weaver Consulting Group in 2008 and now leads operations, client experience, and team coordination as Chief Operations Officer with strategic focus.
Kaylyn Lane
Operations Manager
CRPC®
Kaylyn Lane joined Weaver Consulting Group in 2018, bringing event planning experience, strong coordination, communication, and service skills to client and team support.
Lindsay Hargis
Client Service Advocate
Notary Public, CA
Lindsay Hargis joined Weaver Consulting Group in 2025, bringing law enforcement experience, calm communication, and people-focused daily support to a welcoming, reliable front office experience.
Weaver Consulting Group was built to help people make confident financial decisions without feeling overwhelmed by complexity, market noise, or conflicting advice. We believe people who have worked hard to build their wealth deserve clear guidance, steady support, and a retirement plan they can trust.
As a family-run firm, our work is rooted in long-term relationships. We take time to understand each client’s goals, concerns, family priorities, and financial picture before offering recommendations. That relationship-first approach helps us provide guidance that feels personal, practical, and aligned with each client’s future.
Over time, Weaver Consulting Group has grown into a trusted advisory firm serving successful families, individuals, and business owners approaching or living in retirement. Today, we manage more than $1 billion in assets and custody client assets with Fidelity, while continuing to offer the accessible, straightforward service clients expect from a close advisory relationship.
Our team helps clients organize the many moving pieces of their financial lives, including retirement income, investment management, taxes, risk, and legacy planning. Instead of relying on one-size-fits-all advice, we build coordinated strategies designed around each client’s goals and stage of life.
We also believe communication matters. Financial decisions can feel stressful, especially when markets change or life brings new questions. That is why we focus on transparent advice, regular updates, and practical explanations that help clients understand their options and move forward with confidence.
Our story continues through the families, businesses, and individuals we serve. Every plan we build is designed to help clients feel more organized today, more confident about retirement, and more secure about the legacy they want to leave tomorrow.
Start Planning With Confidence
Schedule your consultation with Weaver Consulting Group and start building a clear financial plan that helps you feel secure today and confident about your legacy tomorrow.