The Team
Westlake, Grahl and Glover

Westlake, Grahl, and Glover helps clients plan for financial security by developing strategies designed to help them optimize and preserve their wealth through a unique planning process. We utilize the strengths and experience of our professional team to provide extraordinary client service.

Our Advisors

Stephen Westlake

Stephen Westlake

Private Wealth Advisor

More about me...

Contact

stephen.m.westlake@ampf.com

916.677.1640

Designations

CFP®, CLU®, ChFC®, CRPC®, CFS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
CA Insurance #0696991

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Bret Glover

Bret Glover

Private Wealth Advisor

More about me...

Contact

bret.a.glover@ampf.com

916.677.1640

Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies

Education

California State University, Sacramento, BS, Business Administration, 1990 Concentration in Finance and Economics
CA Insurance #0818320

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Monika Reyes

Monika Reyes

Financial Advisor

More about me...

Contact

monika.l.reyes@ampf.com

916.677.1640

Designations

CFP®, CFS®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Insurance

Education

BS Business Administration, 2002 Sonoma State University, Rohnert Park, CA
CA Insurance #0E14509

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Stephanie Kerns

Stephanie Kerns

Financial Advisor

More about me...

Contact

stephanie.j.kerns@ampf.com

916.677.1640

Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
CA Insurance #0D64925

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Terry Sherrill

Terry Sherrill

Financial Advisor

More about me...

Contact

terry.d.sherrill@ampf.com

916.677.1640

Designations

CFP®, CFS®, ChFC®, APMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
CA Insurance #0D09177

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Derek Seo

Derek Seo

Financial Advisor

More about me...

Contact

derek.t.seo@ampf.com

916.554.7650

Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

San Diego State University, B.S. - Business Administration, Accounting
CA Insurance #0C77565

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Leslie Gabbard

Leslie Gabbard

Financial Advisor

More about me...

Contact

leslie.gabbard@ampf.com

916.677.1640

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
CA Insurance #0A76224

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Trevor Meyer

Trevor Meyer

Associate Financial Advisor

More about me...

Contact

trevor.e.meyer@ampf.com

916.677.1640

CA Insurance #0F46673

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Lisa Metheny

Lisa Metheny

Financial Advisor

More about me...

Contact

lisa.j.metheny@ampf.com

916.677.1640

Top Areas of Focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
CA Insurance #0D22944

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Chris Santi

Chris Santi

Financial Advisor

More about me...

Contact

christopher.s.santi@ampf.com

916.677.1640

Designations

CLU®, ChFC®, CLTC®

Top Areas of Focus

  • Insurance
  • Small Business
  • Estate Planning Strategies
CA Insurance #0G94020

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Karen Bothe

Karen Bothe

Financial Advisor

More about me...

Contact

karen.bothe@ampf.com

916.677.1640

Designations

CRPS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Investments

Education

California State University, BS, Business Administration, Concentration in Finance and Economics
CA Insurance #0K65847

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Jennifer Kachmar

Jennifer Kachmar

Financial Advisor

More about me...

Contact

jennifer.kachmar@ampf.com

916.677.1640

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investments

Education

California State University San Marcos, CA BS Business Administration, emphasis in Finance, 2006
CA Insurance #0F88428

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Our Staff

Shannon Junge

Shannon Junge

Client Service Manager
Brooke Middleton

Brooke Middleton

Business Development Manager
Pam Burke

Pam Burke

Operations Specialist
Chief Financial Officer
Carolynn Fellman

Carolynn Fellman

Paraplanner
Alexandria Cole

Alexandria Cole

Paraplanner
Angela Parker

Angela Parker

Paraplanner
Rhonda Hamil

Rhonda Hamil

Client Service Specialist
Susan Cattivera

Susan Cattivera

Client Service Specialist
Allistaire Schatzman

Allistaire Schatzman

Client Service Specialist
Katy Holdeman

Katy Holdeman

Marketing Specialist
Melynda Murray

Melynda Murray

Administrative Assistant
Sadie VanDoren

Sadie VanDoren

Administrative Assistant
Ashley Thompson

Ashley Thompson

Executive Assistant
Jessica Lombardi

Jessica Lombardi

Administrative Assistant
Chris Pon

Chris Pon

Client Service Specialist
Melissa Laubacher

Melissa Laubacher

Client Service Specialist