Whitlock Wealth Management

Advisors

Bennett Whitlock, Private Wealth Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Bennett Whitlock

Private Wealth Advisor

Chief Executive Officer of Whitlock Wealth Management
Visit Bennett Whitlock's website
David Weinstein, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

David Weinstein

Financial Advisor

Chartered Retirement Planning CounselorSM
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Amante Decastro, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Amante Decastro

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Amante Decastro's website
Ben Baldwin, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Ben Baldwin

AAMS®

Financial Advisor

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David Harrell, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

David Harrell

Financial Advisor

Investment Specialist
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Sung Lee, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Sung Lee

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Sung Lee's website
Benjamin Hazekamp, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Benjamin Hazekamp

Financial Advisor

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Robert Briscoe, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Robert Briscoe

Financial Advisor

Investment Manager
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Kamal Malhis, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Kamal Malhis

MBA

Financial Advisor

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Mario Gabalda, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Mario Gabalda

Financial Advisor

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Andrew Gibson, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Andrew Gibson

Financial Advisor

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Stephen A Colvin, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Stephen A Colvin

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Stephen A Colvin's website
Eric Olson, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Eric Olson

Financial Advisor

Visit Eric Olson's website
Jason Partyka, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Jason Partyka

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jason Partyka's website

Team

Richard Romero, CFP<sup>®</sup>, ChFC<sup>®</sup>

Richard Romero, CFP®, ChFC®

Practice Manager,

Chief Operating Officer

Personal Intro

Rich joined the practice in August 2021. Rich has over 25 years in the financial services industry.

Roles & Responsibilities

  • Chief Operating Officer of Whitlock Wealth Management, a private wealth advisory practice of Ameriprise Financial Services LLC
  • Supports recruiting of both experienced and novice advisors to the practice
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Jeanne M. Turley

Jeanne M. Turley

Client Service Manager

Personal Intro

I have worked in the practice since 2005. I have many years of industry experience with several broker/dealers. I work closely with the private client group, and will assist you with your requests and questions. I ensure that all business is processed quickly and accurately, and that all portfolio changes are made in accordance with your decisions. I am a notary public.

Qualifications

  • Joined the practice in 2005
  • Over 20 years industry experience

Roles & Responsibilities

  • Schedule appointments
  • Assists with financial plan data gathering
  • Answer general account questions
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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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Stephanie Martin

Stephanie Martin

Client Service Specialist,

Office Manager

Qualifications

  • BA Sociology with Social Work Concentration Roanoke College
  • Experience in Early Childhood Education & Tutoring
  • Extensive community & volunteer experience

Roles & Responsibilities

  • As client service specialist Stephanie will often be the first point of contact
  • Stephanie assists with scheduling appointments and basic account servicing needs
  • As office manager Stephanie ensures the office is welcoming to clients and guests
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Gayle G. Whitlock

Gayle G. Whitlock

Practice Manager,

Chief Financial Officer

Personal Intro

I have worked in the practice since 2001, after spending over 12 years working as Controller in the real estate industry. My responsibilities include managing all financial reporting, compliance documentation, and overseeing the day to day operations of the practice. I hold a BA in Business Administration from the University of Mary Washington.

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Robert Cox

Financial Planning Specialist

Personal Intro

Rob joined Whitlock Wealth in August 2019. Rob supports the clients and advisors as a financial planning specialist.

Roles & Responsibilities

  • Rob supports the clients and advisors of Whitlock Wealth Management as a financial Planning Specialist.
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