WGG Wealth Partners

Advisors

Stephen Westlake, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Stephen Westlake

CFP®, CLU®, ChFC®, CRPC®, CFS®, APMA®

Private Wealth Advisor

Visit Stephen Westlake's website
Colin Grahl, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Colin Grahl

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Colin Grahl's website
Terry Sherrill, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Terry Sherrill

CFP®, CFS®, ChFC®, APMA®

Private Wealth Advisor

Visit Terry Sherrill's website
Monika Reyes, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Monika Reyes

CFP®, CFS®, APMA®, ChFC®

Private Wealth Advisor

Visit Monika Reyes's website
Stephanie Kerns, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Stephanie Kerns

CFP®, APMA®

Private Wealth Advisor

Visit Stephanie Kerns's website
Heather Smart, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Heather Smart

CFP®, CRPC®, APMA®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Heather Smart's website
Rhonda Hamil, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Rhonda Hamil

APMA®

Financial Advisor

Visit Rhonda Hamil's website
Karen Bothe, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Karen Bothe

CFP®, CRPS®, APMA®, AIF®, ChSNC®

Financial Advisor

Visit Karen Bothe's website
Chris Santi, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Chris Santi

CLU®, ChFC®, CLTC®, APMA®

Financial Advisor

Insurance Specialist
Visit Chris Santi's website
Kenton Bradley, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Kenton Bradley

CFP®, APMA®

Private Wealth Advisor

Visit Kenton Bradley's website
Jennifer Kachmar, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Jennifer Kachmar

CFP®, AWMA®, APMA®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jennifer Kachmar's website
Cody O'Keefe, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Cody O'Keefe

APMA®, CRPC®

Financial Advisor

Visit Cody O'Keefe's website
Angela Parker, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Angela Parker

CFP®, MSF

Financial Advisor

Visit Angela Parker's website
Kristin Redman, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Kristin Redman

APMA®

Financial Advisor

Visit Kristin Redman's website

Team

Lisa Metheny

Lisa Metheny

Paraplanner,

Managing Director

Personal Intro

FINRA Series 7, Series 66

California Insurance License #0D22944

Qualifications

  • CFS®
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Pam Burke

Pam Burke

Operations Specialist,

Chief Financial Officer
Shannon Junge

Shannon Junge

Paraplanner,

Chief Operating Officer

Personal Intro

FINRA Series 7, Series 66

California Insurance License #0F67566

Qualifications

  • CFS®
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Trevor Meyer

Trevor Meyer

Financial Planning Specialist

Personal Intro

FINRA Series 7, Series 66

California Insurance License #0F46673

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Brooke Middleton

Brooke Middleton

Business Development Manager,

Marketing Manager
Lihua Lu

Lihua Lu

Operations Specialist,

Executive Assistant
Carolynn Fellman

Carolynn Fellman

Paraplanner

Personal Intro

FINRA Series 7, Series 63, Series 65

CA Insurance License #302556

Qualifications

  • CFS®

Roles & Responsibilities

  • Westlake Practice
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Briana Harmon

Briana Harmon

Paraplanner

Personal Intro

FINRA Series 7, Series 66

Roles & Responsibilities

  • Grahl Practice
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Mariel Mendelsohn

Mariel Mendelsohn

Paraplanner

Personal Intro

FINRA Series 7, Series 66

CA Insurance License #0L74428

Roles & Responsibilities

  • Glover Practice
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Tyler Bailey

Tyler Bailey

Paraplanner

Personal Intro

FINRA Series 7, Series 66

Roles & Responsibilities

  • Kerns Practice
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Susan Cattivera

Susan Cattivera

Client Service Manager

Personal Intro

FINRA Series 7, Series 66

Roles & Responsibilities

  • Client Service Team Lead
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Jackie Castellano

Jackie Castellano

Client Service Specialist

Roles & Responsibilities

  • Sherrill Practice
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Sadie Speer

Sadie Speer

Client Service Specialist

Roles & Responsibilities

  • Front Office Team Lead
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Benjamin Chenkin

Benjamin Chenkin

Client Service Specialist

Savannah Richey

Savannah Richey

Client Service Specialist

Joe Cattivera

Joe Cattivera

Client Service Specialist

OnNi Zacharia

OnNi Zacharia

Administrative Assistant

Kim Williamson

Kim Williamson

Administrative Assistant

Rebekah Swann

Rebekah Swann

Receptionist