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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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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Andrew Gibson

Andrew Gibson

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Wealth Preservation Strategies

Education

Randolph-Macon College - B.A.

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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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Kamal Malhis

Kamal Malhis

Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Insurance
  • Family Finances
  • Wealth Preservation Strategies

Education

BS, Manufacturing, Engineering and Commerce, Birmingham University, UK, MBA, Hult International Business School, Cambridge MA

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Benjamin Hazekamp

Benjamin Hazekamp

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Cash Flow Management Strategies

Education

BA, International Relations, Calvin College Grand Rapids, MI

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Our Staff

Jeanne Turley

Jeanne 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

Valerie Meale

Valerie Meale

Business Development Manager

Beverly Taylor

Beverly Taylor

Financial Planning Specialist

CERTIFIED FINANCIAL PLANNER™ professional
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Personal Intro

I have been a resident of Northern Virginia for over 20 years. I enjoy spending quality time with friends and family, personal fitness, gardening, exploring new regional destinations, as well as living a healthy and active lifestyle.

Qualifications

  • I graduated from Marymount Manhattan College with a Bachelor of Arts degree in Psychology and hold FINRA Series 7, 66 registrations and state life, annuities and health insurance licenses.

Roles & Responsibilities

  • I joined the practice in August 2019 with over twenty years of experience in wealth management services
  • I enjoy presenting seminars and workshops on personal finance topics
  • I am passionate about supporting women in improving their financial lives and futures
  • I am dedicated to building relationships and providing exceptional service to every client