We take pride in helping families protect their wealth. We provide asset management strategies, financial education, philanthropic gifting and other issues important to affluent families. We’ll draw on our knowledge and experience to help you address these issues and we’ll work with you to design a plan to help you sustain your wealth for generations to come.

Our advisors

Stephen Westlake

Stephen Westlake

CFP®, CLU®, ChFC®, CRPC®, CFS®

Private Wealth Advisor

Learn more about Stephen Westlake Visit Stephen Westlake's website
Colin Grahl

Colin Grahl

CFP®

Private Wealth Advisor

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

Bret Glover

CFP®, CRPC®, AIF®

Private Wealth Advisor

Learn more about Bret Glover Visit Bret Glover's website
Terry Sherrill

Terry Sherrill

CFP®, CFS®, ChFC®, APMA®

Private Wealth Advisor

Learn more about Terry Sherrill Visit Terry Sherrill's website
Monika Reyes

Monika Reyes

CFP®, CFS®, APMA®, ChFC®

Private Wealth Advisor

Learn more about Monika Reyes Visit Monika Reyes's website
Stephanie Kerns

Stephanie Kerns

CFP®, APMA®

Private Wealth Advisor

Learn more about Stephanie Kerns Visit Stephanie Kerns's website
Heather Smart

Heather Smart

CFP®, CRPC®, APMA®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Heather Smart Visit Heather Smart's website
Rhonda Hamil

Rhonda Hamil

Financial Advisor

Learn more about Rhonda Hamil Visit Rhonda Hamil's website
Karen Bothe

Karen Bothe

CFP®, CRPS®, APMA®, AIF®

Financial Advisor

Learn more about Karen Bothe Visit Karen Bothe's website
Andrew Edwards

Andrew Edwards

CFP®, MBA, APMA®

Financial Advisor

Learn more about Andrew Edwards Visit Andrew Edwards's website
Chris Santi

Chris Santi

CLU®, ChFC®, CLTC®, APMA®

Financial Advisor

Insurance Specialist
Learn more about Chris Santi Visit Chris Santi's website
Leslie Gabbard

Leslie Gabbard

Financial Advisor

Learn more about Leslie Gabbard Visit Leslie Gabbard's website
Kenton Bradley

Kenton Bradley

CFP®, APMA®

Financial Advisor

Learn more about Kenton Bradley Visit Kenton Bradley's website
Jennifer Kachmar

Jennifer Kachmar

CFP®, APMA®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jennifer Kachmar Visit Jennifer Kachmar's website
Cody O'Keefe

Cody O'Keefe

APMA®, CRPC®

Financial Advisor

Learn more about Cody O'Keefe Visit Cody O'Keefe's website
Gregory Zane

Gregory Zane

CFP®, APMA®

Financial Advisor

Learn more about Gregory Zane Visit Gregory Zane's website
Angela Parker

Angela Parker

MSF, CFP®

Financial Advisor

Learn more about Angela Parker Visit Angela Parker's website
M Tadd Barnett

M Tadd Barnett

MBA

Financial Advisor

Learn more about M Tadd Barnett Visit M Tadd Barnett's website

Our team

Lisa Metheny

Lisa Metheny

Paraplanner,

Managing Director

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
Shannon Junge

Shannon Junge

Paraplanner,

Chief Operating Officer

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
Lihua Lu

Lihua Lu

Operations Specialist,

Executive Assistant
Carolynn Fellman

Carolynn Fellman

Paraplanner

Personal Intro

FINRA Series 7, Series 63, Series 65

CA Insurance License #302556

Qualifications

  • CFS®

Roles & Responsibilities

  • Westlake Practice
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Briana Harmon

Briana Harmon

Paraplanner

Personal Intro

FINRA Series 7, Series 66

Roles & Responsibilities

  • Grahl Practice
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Mariel Mendelsohn

Mariel Mendelsohn

Paraplanner

Personal Intro

FINRA Series 7, Series 66

CA Insurance License #0L74428

Roles & Responsibilities

  • Glover Practice
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Erik Speer

Erik Speer

Paraplanner

Personal Intro

FINRA Series 7, Series 66

Roles & Responsibilities

  • Reyes Practice
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Tyler Bailey

Tyler Bailey

Paraplanner

Personal Intro

FINRA Series 7, Series 66

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Susan Cattivera

Susan Cattivera

Client Service Specialist

Roles & Responsibilities

  • Kerns Practice
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Jackie Castellano

Jackie Castellano

Client Service Specialist

Roles & Responsibilities

  • Sherrill Practice
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Sadie Speer

Sadie Speer

Client Service Specialist,

Executive Assistant
Benjamin Chenkin

Benjamin Chenkin

Client Service Specialist

Savannah Richey

Savannah Richey

Client Service Specialist

Joe Cattivera

Joe Cattivera

Client Service Specialist

Haley Franco

Haley Franco

Client Relationship Manager

Qualifications

  • CRPS®
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Chante Boliard

Chante Boliard

Marketing Specialist

OnNi Zacharia

OnNi Zacharia

Administrative Assistant

Kim Williamson

Kim Williamson

Administrative Assistant