The Team

Whitlock Wealth Management

Our Advisors

Bennett Whitlock

Bennett Whitlock

Private Wealth Advisor

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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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Thomas Huszcza

Thomas Huszcza

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies

Education

BA, State University of New York- College at Oneonta, 1994

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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

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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