The Team

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.


Our Advisors

Bennett Whitlock

Bennett Whitlock

Private Wealth Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies

Education

Bachelor of Arts, 1986, Economics, Elon University, Bachelor of Arts, 1986, Business Administration, Elon University
CA Insurance #0F32105 AR License #2898097

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Amante Decastro

Amante Decastro

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Investments

Education

Bachelor of Arts, George Mason University
AR License #8181610

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Robert Briscoe

Robert Briscoe

Financial Advisor

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Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Investments

Education

BS Finance, Insurance, Business Law - Virginia Polytechnic Institute and State University 1999-2003

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Eric Olson

Eric Olson

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

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Stephen A Colvin

Stephen A Colvin

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments

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David Weinstein

David Weinstein

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education

Education

B.A. Hobart College, Geneva, NY 1987, M.A. George Washington University, Washington, DC 1995
CA Insurance #0E64741

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Garry Klegin

Garry Klegin

Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies

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Sung Lee

Sung Lee

Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

Bachelor of Science, Finance, Drexel University, Philadelphia, PA (1989 - 1994)

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Our Staff

Jeanne M. Turley

Jeanne M. Turley

Client Service Manager

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Qualifications

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

Gayle G. Whitlock

Office Manager

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Qualifications

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

Branden Klegin

Financial Planning Assistant

Tammy Kramer

Tammy Kramer

Paraplanner

Client Service Specialist
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Qualifications

  • Series 7, 66 and Life & Health Insurance License
Valerie Meale

Valerie Meale

Business Development Manager