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

Private Wealth Advisor

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

Colin Grahl

Private Wealth Advisor

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

Bret Glover

Private Wealth Advisor

Learn more about Bret Glover Visit Bret Glover's website
Heather Smart

Heather Smart

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Heather Smart Visit Heather Smart's website
Jennifer Kachmar

Jennifer Kachmar

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Jennifer Kachmar Visit Jennifer Kachmar's website
Karen Bothe

Karen Bothe

Financial Advisor

Learn more about Karen Bothe Visit Karen Bothe's website
Chris Santi

Chris Santi

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
Cody Okeefe

Cody Okeefe

Financial Advisor

Learn more about Cody Okeefe Visit Cody Okeefe's website

Our team

Lisa Metheny

Lisa Metheny

Operations Director

Pam Burke

Pam Burke

Operations Specialist,

Chief Financial Officer
Shannon Junge

Shannon Junge

Client Service Manager

Personal Intro

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

Qualifications

  • CFS®
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Trevor Meyer

Trevor Meyer

Financial Planning Specialist

Brooke Middleton

Brooke Middleton

Business Development Manager,

Marketing Manager
Haley Franco

Haley Franco

Client Relationship Manager

David Brown

David Brown

Paraplanner

Carolynn Fellman

Carolynn Fellman

Paraplanner

Personal Intro

Series 7

Series 63

Series 65

CA Insurance License #302556

Qualifications

  • CFS®

Roles & Responsibilities

  • Westlake Practice
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Rhonda Hamil

Paraplanner

Personal Intro

Series 7

Series 66

Roles & Responsibilities

  • Grahl Practice
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