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

Visit Bennett Whitlock's website
Amante Decastro

Amante Decastro

Financial Advisor

Visit Amante Decastro's website
Robert Briscoe

Robert Briscoe

Financial Advisor

Visit Robert Briscoe's website
Eric Olson

Eric Olson

Financial Advisor

Visit Eric Olson's website
Stephen A Colvin

Stephen A Colvin

Financial Advisor

Visit Stephen A Colvin's website
David Weinstein

David Weinstein

Financial Advisor

Visit David Weinstein's website
Garry Klegin

Garry Klegin

Financial Advisor

Visit Garry Klegin's website
Sung Lee

Sung Lee

Financial Advisor

Visit Sung Lee's website
Kamal Malhis

Kamal Malhis

Financial Advisor

Visit Kamal Malhis's website

Robert Cox

Financial Advisor

Visit Robert Cox's website

Team

Jeanne M. Turley

Jeanne M. Turley

Client Service Manager

Qualifications

  • Over 15 years industry experience
  • Team Member since 2005
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Gayle G. Whitlock

Gayle G. Whitlock

Office Manager

Qualifications

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

Branden Klegin

Financial Planning Assistant

Valerie Meale

Valerie Meale

Business Development Manager

David Harrell

David Harrell

Investment Specialist