With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Stephen Westlake

Stephen Westlake

CFP®, CLU®, ChFC®, CRPC, CFS®, APMA

Financial Advisor

Learn more about Stephen Westlake Visit Stephen Westlake's website
Advisor photo for Colin Grahl

Colin Grahl

CFP®, APMA, CAP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Colin Grahl Visit Colin Grahl's website
Advisor photo for Bret Glover

Bret Glover

CFP®, CRPC, AIF®

Financial Advisor

Managing Partner of WGG Wealth Partners
Learn more about Bret Glover Visit Bret Glover's website
Advisor photo for Monika Reyes

Monika Reyes

CFP®, CFS®, APMA, ChFC®

Private Wealth Advisor

Learn more about Monika Reyes Visit Monika Reyes's website
Advisor photo for Terry Sherrill

Terry Sherrill

CFP®, CFS®, ChFC®, APMA

Private Wealth Advisor

Learn more about Terry Sherrill Visit Terry Sherrill's website
Advisor photo for Stephanie Kerns

Stephanie Kerns

CFP®, APMA

Private Wealth Advisor

Learn more about Stephanie Kerns Visit Stephanie Kerns's website
Advisor photo for Kenton Bradley

Kenton Bradley

CFP®, APMA

Private Wealth Advisor

Learn more about Kenton Bradley Visit Kenton Bradley's website
Advisor photo for Cody O'Keefe

Cody O'Keefe

APMA, CRPC

Private Wealth Advisor

Learn more about Cody O'Keefe Visit Cody O'Keefe's website
Advisor photo for Chris Santi

Chris Santi

CLU®, ChFC®, CLTC®, APMA

Financial Advisor

Insurance Specialist
Learn more about Chris Santi Visit Chris Santi's website
Advisor photo for Karen Bothe

Karen Bothe

CFP®, CRPS, APMA, AIF®, ChSNC®

Financial Advisor

Learn more about Karen Bothe Visit Karen Bothe's website
Advisor photo for Heather Smart

Heather Smart

CFP®, CRPC, APMA, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Heather Smart Visit Heather Smart's website
Advisor photo for Angela Parker

Angela Parker

MSF, CFP®, APMA, CSRIC®

Financial Advisor

Learn more about Angela Parker Visit Angela Parker's website
Advisor photo for Rhonda Hamil

Rhonda Hamil

CFP®, APMA

Financial Advisor

Learn more about Rhonda Hamil Visit Rhonda Hamil's website
Advisor photo for Kristin Redman

Kristin Redman

APMA

Financial Advisor

Learn more about Kristin Redman Visit Kristin Redman's website
Advisor photo for Carolynn Fellman

Carolynn Fellman

CFS®

Associate Financial Advisor

Learn more about Carolynn Fellman Visit Carolynn Fellman's website


Our team

Lisa Metheny

Lisa Metheny

Paraplanner,

Managing Director of WGG Wealth Partners

Personal Intro

FINRA Series 7, Series 66

California Insurance License #0D22944

Qualifications

  • CFS®
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Pam Burke

Pam Burke

Operations Specialist,

Chief Financial Officer of WGG Wealth Partners
Shannon Junge

Shannon Junge

Paraplanner,

Chief Operating Officer of WGG Wealth Partners

Personal Intro

FINRA Series 7, Series 66

California Insurance License #0F67566

Qualifications

  • CFS®
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Trevor Meyer

Trevor Meyer

Financial Planning Specialist

Personal Intro

FINRA Series 7, Series 66

California Insurance License #0F46673

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Brooke Middleton

Brooke Middleton

Business Development Manager,

Marketing Manager
Caitlin Perkins

Caitlin Perkins

Operations Specialist,

Executive Assistant
Susan Cattivera

Susan Cattivera

Paraplanner

Personal Intro

FINRA Series 7, Series 66

Roles & Responsibilities

  • Smart Practice
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Briana Harmon

Briana Harmon

Paraplanner

Personal Intro

FINRA Series 7, Series 66

CA Insurance License #4250770

Roles & Responsibilities

  • Grahl Practice
  • Westlake Practice
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Monika Brown

Monika Brown

Paraplanner

Personal Intro

FINRA, Series 7, Series 63, Series 66

Roles & Responsibilities

  • Glover Practice
  • Smart Practice
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Sean Gillis

Sean Gillis

Paraplanner

Personal Intro

FINRA Series 6, Series 7, Series 63, Series 66

CA Insurance License #4119064

Roles & Responsibilities

  • Sherrill Practice
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Tanner Phelps

Tanner Phelps

Paraplanner

Carol Macdonald

Carol Macdonald

Paraplanner

Jackie Castellano

Jackie Castellano

Client Service Specialist

Roles & Responsibilities

  • Sherrill Practice
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Benjamin Chenkin

Benjamin Chenkin

Client Service Specialist

Roles & Responsibilities

  • Bradley Practice
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Rebekah Swann

Rebekah Swann

Client Service Specialist

Terra Kiser

Terra Kiser

Client Service Specialist

Roles & Responsibilities

  • OKeefe Practice
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Joe Cattivera

Joe Cattivera

Client Service Specialist,

Insurance Specialist
Kristen Doyle

Kristen Doyle

Client Relationship Manager

Personal Intro

FINRA Series 6, Series 7, Series 63, Series 66

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Shannon Huddy

Shannon Huddy

Marketing Specialist

Dixie Woodworth

Dixie Woodworth

Office Manager

Kim Williamson

Kim Williamson

Administrative Assistant

Melynda Murray

Melynda Murray

Administrative Assistant

Ravi Chahal

Administrative Assistant

Kelli Mullen

Administrative Assistant

Jelissa Guluarte

Administrative Assistant