Our Advisors

Stephen Westlake

Stephen Westlake

Private Wealth Advisor

Colin Grahl

Colin Grahl

Private Wealth Advisor

Bret Glover

Bret Glover

Private Wealth Advisor

Stephanie Kerns

Stephanie Kerns

Financial Advisor

Monika Reyes

Monika Reyes

Financial Advisor

Derek Seo

Derek Seo

Financial Advisor

Terry Sherrill

Terry Sherrill

Financial Advisor

Leslie Gabbard

Leslie Gabbard

Financial Advisor

Trevor Meyer

Trevor Meyer

Associate Financial Advisor

Chris Santi

Chris Santi

Financial Advisor

Karen Bothe

Karen Bothe

Financial Advisor

Lisa Metheny

Lisa Metheny

Financial Advisor

Jennifer Kachmar

Jennifer Kachmar

Financial Advisor

Our Staff

Shannon Junge

Shannon Junge

Client Service Manager
More about me...

Contact

shannon.l.junge@ampf.com

916.677.1640

Personal Intro

Qualifications

  • Licensed paraplanner to Bret Glover
  • Process, audit, and submit paperwork
  • Client meeting preparation and follow up
  • Point of contact for clients and day to day support for advisor practice
  • 7 years of financial service industry experience
  • California Insurance License #oF67566
  • FINRA Series 7, Series 66
Brooke Middleton

Brooke Middleton

Business Development Manager
Pam Burke

Pam Burke

Operations Specialist
Chief Financial Officer
Alexandria Cole

Alexandria Cole

Paraplanner
Carolynn Fellman

Carolynn Fellman

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
Melissa Laubacher

Melissa Laubacher

Client Service Specialist
Katy Holdeman

Katy Holdeman

Marketing Specialist
Melynda Murray

Melynda Murray

Administrative Assistant
Sadie VanDoren

Sadie VanDoren

Administrative Assistant
Jessica Lombardi

Jessica Lombardi

Administrative Assistant
Ashley Thompson

Ashley Thompson

Executive Assistant
Chris Pon

Chris Pon

Client Service Specialist