Wealthcare Capital Management
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Building a Revolution
William B. Akers, ChFC®, AIFA®
Vice President, Wealthcare Analyst
Procter Fishburne, CFP®
Associate Vice President, Wealthcare Analyst
William J. Malla
Vice President, Controller
Theresa A. Muller
Vice President / Paralegal & Compliance Officer
Brandy N. Weiberg
Vice President / Director of Portfolio Management & Operations
Edward ("Gary") Wirwille, CRPC®
Vice President, Retirement Plans
Kenneth R. Wolf, CPA
Wealthcare Analyst


ADVISORY SERVICES

William B. Akers, ChFC®, AIFA®
William B. Akers, ChFC®, AIFA®
Vice President / Wealthcare Analyst

Mr. Akers joined Wealthcare Capital Management® in October 2000. His responsibilities include advisor training and consulting, instructing the Certified Wealthcare Analyst program, as well as serving clientele as a Registered Investment Advisory Representative of the firm. He is a member of IMCA (Investment Management Consultants Association) and the Financial Planning Association. Prior to joining Wealthcare, Mr. Akers worked in the electronic voting machine and private election services industry.

Mr. Akers earned a degree in Business Finance with a Minor in German from Virginia Commonwealth University and a Post Baccalaureate Certificate in Financial Planning from Boston University. He has also earned the Accredited Investment Fiduciary Analyst® designation through the Center for Fiduciary Studies and the Chartered Financial Consultant (ChFC®) designation through the American College.

Procter Fishburne / CFP®
Procter Fishburne / CFP®
Associate Vice President, Wealthcare Analyst

Mr. Fishburne joined Wealthcare Capital Management® in December 2009 as a Wealthcare Analyst. His responsibilities include financial plan preparation and support. He has over 10 years of financial services experience and has worked as a Sr. Financial Analyst for Wachovia Securities and more recently as a Financial Planning Associate for a local wealth management company serving in the capacity of analyzing investments and preparing financial plans.

Mr. Fishburne is a CFP® and holds a BS degree in Mathematical Economics from Hampden-Sydney College and an MBA from University of Richmond.

William J. Malla, CPA
William J. Malla, CPA
Vice President / Controller

Mr. Malla is responsible for the day to day financial management of the firm, including all accounting, payroll, benefits, and human resource functions. He also manages the fee billing process and compensation systems.

Previously, Mr. Malla was an Associate Vice President with First Union Securities. He served in several different capacities at First Union, the last being Financial Analyst in the Profit Formula program, a semi-independent representative business where he managed the compensation program.

Mr. Malla has a BS degree in Finance from Virginia Tech, is a Certified Public Accountant, and is a member of the American Institute of CPAs and the Virginia Society of CPAs.

Theresa A. Muller
Theresa A. Muller
Vice President, Paralegal & Compliance Officer

Ms. Muller joined Wealthcare Capital Management® in October 2010 and is responsible for contract reviews and drafts, legal and regulatory research as well as compliance testing and support for the firm and its DBAs. Ms. Muller has over 15 years experience in the financial services industry and most recently worked for the hedge fund-of-funds, Ivy Asset Management, a registered investment adviser in New York, with over $18 billion under management at its peak. During her time with Ivy Asset, Ms. Muller served in several different capacities and was responsible for portfolio compliance, manager due diligence review and the subscription process for Ivy's investments with the underlying hedge fund managers. Prior to 2001, Ms. Muller worked in investor relations in the mortgage industry as well as sales and marketing in the hospitality industry.

Ms. Muller has a BBA in Business Management from James Madison University as well as a Paralegal Certification from Hofstra University. A native of Long Island, New York, Ms. Muller and her family moved to Central Virginia in 2010.

Brandy N. Weiberg
Brandy N. Weiberg
Vice President / Director of Portfolio Management & Operations

Mrs. Weiberg joined Wealthcare Capital Management® in May 2004. She has worked in numerous functions during her tenure including consulting with major institutional clients of the firm on technical aspects of the Wealthcare process, relationship management with corporate retirement plans and ERISA third party administrators, model portfolio design and research for college and university retirement plans, researching and designing trading systems and processes, designing individual Wealthcare plans, as well as accounting, tax analysis and trade approvals. She now leads our portfolio management team for the firm's investment advisory business. In this role, Mrs. Weiberg’s responsibilities include supervision of portfolio management, trading operations, and performance measurement for client accounts and portfolio models.

Mrs. Weiberg earned a degree in Business Administration from the University of Mary Washington.

Edward (
Edward ("Gary") Wirwille, CRPC®
Vice President, Retirement Plans

Mr. Wirwille has more than 20 years of qualified and non-qualified retirement plan experience, most recently as a Business Development Director for RSM McGladrey's Retirement Resources covering the Mid-Atlantic and Northeast. His depth of experience in the industry includes plan design, funding, communication, education and administration. As Vice President of Retirement Plan Consulting Services of Wachovia Securities, LLC. Mr. Wirwille played a critical role in the strategic marketing, development and sales of retirement plan business.

Mr. Wirwille has a bachelor's degree from Virginia Tech and a Retirement Plans Associate's designation from the Wharton School of the University of Pennsylvania. He earned the Chartered Retirement Plan Counselor® designation through the College for Financial Planning and also earned the Accredited Investment Fiduciary® designation through the Center for Fiduciary Studies at the University of Pittsburgh.

Kenneth R. Wolf, CPA
Kenneth R. Wolf, CPA
Wealthcare Analyst

Mr. Wolf served as Managing Director and Treasurer of Wachovia Securities, now Wells Fargo Advisors, the nation's third largest retail brokerage firm. At Wachovia Securities, he was responsible for external bank relationships and funding, short and long term balance sheet management, cash management, net interest income, and financial and regulatory capital management. During his 16-year career with the firm and its predecessors, he also served as Director of Financial Planning and Analysis, with responsibility for profitability analysis of acquisitions and firm initiatives, and as Chairman of the firm's Benefits Committee.

Mr. Wolf is a Certified Public Accountant and a Certified Treasury Professional. He holds a BS degree in Finance and an MBA from Virginia Commonwealth University.

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