Our Advisors

Stephen M Westlake

Stephen M Westlake

Private Wealth Advisor

Colin S Grahl

Colin S Grahl

Private Wealth Advisor

Bret A Glover

Bret A Glover

Private Wealth Advisor

Stephanie J Kerns

Stephanie J Kerns

Financial Advisor

Monika Reyes

Monika Reyes

Financial Advisor

Derek Seo

Derek Seo

Financial Advisor

Terry Sherrill

Terry Sherrill

Financial Advisor

Leslie Gabbard

Leslie Gabbard

Financial Advisor

Trevor Meyer

Trevor Meyer

Associate Financial Advisor

Chris Santi

Chris Santi

Financial Advisor

Karen Bothe

Karen Bothe

Financial Advisor

Lisa Metheny

Lisa Metheny

Financial Advisor

Jennifer Kachmar

Jennifer Kachmar

Financial Advisor

Our Staff

Shannon L Junge

Shannon L Junge

Client Service Manager

More about me...

Contact

shannon.l.junge@ampf.com

916.677.1640

Personal Intro

Qualifications

  • Licensed paraplanner to Bret Glover
  • Process, audit, and submit paperwork
  • Client meeting preparation and follow up
  • Point of contact for clients and day to day support for advisor practice
  • 7 years of financial service industry experience
  • California Insurance License #oF67566
  • FINRA Series 7, Series 66
Brooke Middleton

Brooke Middleton

Business Development Manager

Pam Burke

Pam Burke

Operations Specialist

Chief Financial Officer

Carolynn Fellman

Carolynn Fellman

Paraplanner

Rhonda Hamil

Rhonda Hamil

Client Service Specialist

Angela Parker

Angela Parker

Paraplanner

Susan Cattivera

Susan Cattivera

Client Service Specialist

Allistaire Schatzman

Allistaire Schatzman

Client Service Specialist

Alexandria Cole

Alexandria Cole

Paraplanner

Amanda Brincat

Amanda Brincat

Client Service Specialist

Katy Holdeman

Katy Holdeman

Marketing Specialist

Melynda Murray

Melynda Murray

Administrative Assistant

Sadie VanDoren

Administrative Assistant

Ashley Thompson

Executive Assistant