Whitlock Wealth Management

Advisors

Bennett Whitlock

Bennett Whitlock

CRPC®

Private Wealth Advisor

Chief Executive Officer of Whitlock Wealth Management
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Andrew Gibson

Andrew Gibson

Financial Advisor

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Robert Cox

Financial Advisor

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Jason Partyka

Jason Partyka

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Amante Decastro

Amante Decastro

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
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Mario Gabalda

Mario Gabalda

Financial Advisor

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Benjamin Hazekamp

Benjamin Hazekamp

Financial Advisor

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Sung Lee

Sung Lee

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
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David Harrell

David Harrell

Financial Advisor

Investment Specialist
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Kamal Malhis

Kamal Malhis

MBA

Financial Advisor

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Eric Olson

Eric Olson

Financial Advisor

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Stephen A Colvin

Stephen A Colvin

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Robert Briscoe

Robert Briscoe

Financial Advisor

Investment Manager
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Garry Klegin

Garry Klegin

MBA

Financial Advisor

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Team

Jeanne M. Turley

Jeanne M. Turley

Client Relationship Manager

Qualifications

  • Over 15 years industry experience
  • Joined team in 2005
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S. Olivia Blackman

S. Olivia Blackman

Operations Manager

Personal Intro

I joined the practice in August 2020.

I have been in the banking a client service industry for over twenty years. I assist with all operations of the practice to ensure all clients receive excellent service. I assist with compliance of all industry and company regulations and requirements. I am fluent in French.

Roles & Responsibilities

  • Operation Manager
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Gayle G. Whitlock

Gayle G. Whitlock

Practice Manager,

Chief Financial Officer

Qualifications

  • Passed the CPA Exam
  • Team member since 2002
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Branden Klegin

Branden Klegin

Financial Planning Assistant