Our advisors

Stephen Westlake

Stephen Westlake

Private Wealth Advisor

Learn more about Stephen Westlake
Colin Grahl

Colin Grahl

Private Wealth Advisor

Learn more about Colin Grahl
Bret Glover

Bret Glover

Private Wealth Advisor

Learn more about Bret Glover

Our team

Shannon Junge

Shannon Junge

Client Service Manager

Personal Intro

  • California Insurance License #oF67566
  • FINRA Series 7, Series 66

Qualifications

  • CFS®
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Brooke Middleton

Brooke Middleton

Business Development Manager

Pam Burke

Pam Burke

Operations Specialist,

Chief Financial Officer
Carolynn Fellman

Carolynn Fellman

Paraplanner

Personal Intro

Series 7

Series 63

CA insurance license #302556

Series 65

Qualifications

  • CFS®
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Angela Parker

Angela Parker

Paraplanner

Personal Intro

Series 7

Series 66

CA Insurance license #307820

Qualifications

  • CFP®
View more
Haley Franco

Haley Franco

Client Relationship Manager

Rhonda Hamil

Rhonda Hamil

Client Service Specialist

Susan Cattivera

Susan Cattivera

Client Service Specialist

Sadie Speer

Sadie Speer

Client Service Specialist

Benjamin Chenkin

Benjamin Chenkin

Client Service Specialist

Jackie Castellano

Client Service Specialist

Katy Holdeman

Katy Holdeman

Marketing Specialist

Melynda Murray

Melynda Murray

Administrative Assistant

Ashley Thompson

Ashley Thompson

Executive Assistant

Savannah Richey

Savannah Richey

Administrative Assistant

OnNi Zacharia

OnNi Zacharia

Administrative Assistant

Mariel Mendelsohn

Client Service Specialist