Whitlock Wealth Management

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Bennett Whitlock

Bennett Whitlock

Private Wealth Advisor

Chief Executive Officer of Whitlock Wealth Management
Visit Bennett Whitlock's website
David Weinstein

David Weinstein

Financial Advisor

Chartered Retirement Planning CounselorSM
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Jason Partyka

Jason Partyka

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jason Partyka's website
Amante Decastro

Amante Decastro

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Amante Decastro's website
Robert Briscoe

Robert Briscoe

Financial Advisor

Investment Manager
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Sung Lee

Sung Lee

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
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Kamal Malhis

Kamal Malhis

MBA

Financial Advisor

Visit Kamal Malhis's website
Benjamin Hazekamp

Benjamin Hazekamp

Financial Advisor

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Mario Gabalda

Mario Gabalda

Financial Advisor

Visit Mario Gabalda's website
Eric Olson

Eric Olson

Financial Advisor

Visit Eric Olson's website
Stephen A Colvin

Stephen A Colvin

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Stephen A Colvin's website
Garry Klegin

Garry Klegin

MBA

Financial Advisor

Visit Garry Klegin's website

Robert Cox

Financial Advisor

Visit Robert Cox's website

Team

Jeanne M. Turley

Jeanne M. Turley

Client Relationship Manager

Qualifications

  • Over 15 years industry experience
  • Team Member since 2005
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S. Olivia Blackman

S. Olivia Blackman

Operations Manager

Personal Intro

I joined the practice in August 2020.

I have been in the banking a client service industry for over twenty years. I assist with all operations of the practice to ensure all clients receive excellent service. I assist with compliance of all industry and company regulations and requirements. I am fluent in French.

Roles & Responsibilities

  • Operation Manager
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Gayle G. Whitlock

Gayle G. Whitlock

Practice Manager,

Chief Financial Officer

Qualifications

  • Passed CPA exam in 1985
  • Team Member since 2000
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Branden Klegin

Branden Klegin

Financial Planning Assistant

David Harrell

David Harrell

Investment Specialist