We individualize every relationship to create a community of
confident, informed, and inspired retirees.
Who We Are
Meet The Team
Jason M. Weaver
Financial Advisor
Managing Partner
Jason Weaver is the Managing Partner and Co-Founder of Weaver Consulting Group, a nationally recognized advisory firm managing over $1 billion in assets. With nearly three decades in the financial services industry, Jason built his practice on a singular belief: while advice is everywhere, what truly matters is who it comes from. Clients need more than strategies —...
Travis J. Weaver
Financial Advisor
Partner
Travis co-founded Weaver Consulting Group, a nationally recognized firm that manages over $1 billion in assets. Dedicated to client success, he finds his greatest reward in helping clients simplify the complexities of the financial world into actionable steps, guiding them toward their own sense of financial security. He primarily focuses on consulting on retirement plans, guiding individuals and families...
Jessica Van West
Chief Operations Officer
Jessica began her career in finance in 2005 preparing taxes, and later expanding into life insurance, before settling at Weaver Consulting Group in 2008. Over the years, she has worn nearly every hat in the business, growing alongside the firm and helping shape it into the dynamic wealth management company it is today. As Chief Operations...
714-536-4065
Hunter A. Peterson
Financial Advisor
Hunter Peterson joined Weaver Consulting Group in 2017. He began his career at Vanguard but saw the need for a more personal touch. He focuses on building strong relationships, client education, and guiding individuals and businesses with their retirement plans. Hunter graduated from Chapman University with a dual degree in Business/Finance and Accounting. He was a member of...
714-536-4065
Kaylyn Lane
Operations Manager
Kaylyn joined Weaver Consulting Group in 2018 after years in the event planning industry. Originally from Washington, her drive to grow both personally and professionally led her to Southern California, where she earned her bachelor’s degree in Psychology. As the first in her family to graduate from college, Kaylyn is a self-starter who values connection,...
714-536-4065
Lindsay Hargis
Client Service Associate
Lindsay joined Weaver Consulting Group in 2025. Before joining Weaver Consulting Group, Lindsay spent time in law enforcement, where she honed her ability to stay calm under pressure, manage sensitive situations, and connect with people from all walks of life. Lindsay holds an Associate of Arts degree in Mass Communications, which reflects her long-standing...
714-536-4065
Palmer Mahoney
Associate Advisor
Palmer Mahoney joined Weaver Consulting Group in 2025, bringing a fresh perspective and deep enthusiasm for financial planning and investment management. A graduate of the University of Oregon, Palmer earned a Bachelor’s Degree in Business with a concentration in Finance, consistently achieving Dean’s List recognition throughout his academic career. Growing up with an entrepreneurial mindset,...
Our Story
We work to bring humanity back to retirement planning. You’ll find that an appointment at our office feels more like a visit, as we genuinely care about our clients, and are proud to call them our friends. Our core values are integrity, care and trustworthiness.
At Weaver Consulting Group, we know you work hard and deserve the life you want. Whether that’s relaxing, reconnecting, traveling, or transforming your life – you’ve earned it. All you need is a financial partner who truly listens and has the expertise to prepare you for what’s next.
Weaver Consulting Group is family-run business led by CRPC-Certified Advisors. Our advisors offer 20 years of experience creating customized solutions for every kind of retirement dream — from early retirement to “unretirement”—and every phase of the market cycle.
IT’S NICE TO HAVE A RETIREMENT SPECIALIST IN THE FAMILY.
With over two decades of experience, our proficiency is highly specialized and includes an exclusive “economic clock” paradigm, based on the economic cycle. This method, coupled with our family-centered approach, encapsulates our charge to guide you through every aspect of the economy and your financial future — from home purchases and mortgages, to investment properties and car leases. We’ll serve as your ongoing consultant and partner.
Weaver Consulting Group’s Mission:
We individualize every relationship to create a community of confident, informed, and inspired retirees
