WGG Wealth Partners

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for WGG Wealth Partners
Team photo for WGG Wealth Partners

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Advisors

Stephen Westlake

CFP®, CLU®, ChFC®, CRPC, CFS®, APMA

Financial Advisor

Visit Stephen Westlake's website

Colin Grahl

CFP®, APMA, CAP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Colin Grahl's website

Bret Glover

CFP®, CRPC, AIF®

Financial Advisor

Managing Partner of WGG Wealth Partners
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Terry Sherrill

CFP®, CFS®, ChFC®, APMA

Private Wealth Advisor

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Monika Reyes

CFP®, CFS®, APMA, ChFC®

Private Wealth Advisor

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Stephanie Kerns

CFP®, APMA

Private Wealth Advisor

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Heather Smart

CFP®, CRPC, APMA, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Heather Smart's website

Rhonda Hamil

CFP®, APMA

Financial Advisor

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Karen Bothe

CFP®, CRPS, APMA, AIF®, ChSNC®

Financial Advisor

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Chris Santi

CLU®, ChFC®, CLTC®, APMA

Financial Advisor

Insurance Specialist
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Cody O'Keefe

APMA, CRPC

Private Wealth Advisor

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Angela Parker

MSF, CFP®, APMA, CSRIC®

Financial Advisor

Visit Angela Parker's website

Kristin Redman

APMA

Financial Advisor

Visit Kristin Redman's website