Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Stephen Westlake, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Stephen Westlake

CFP®, CLU®, ChFC®, CRPC®, CFS®, APMA®

Private Wealth Advisor

Learn more about Stephen Westlake Visit Stephen Westlake's website
Colin Grahl, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Colin Grahl

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Colin Grahl Visit Colin Grahl's website
Bret Glover, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Bret Glover

CFP®, CRPC®, AIF®

Private Wealth Advisor

Learn more about Bret Glover Visit Bret Glover's website
Terry Sherrill, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Terry Sherrill

CFP®, CFS®, ChFC®, APMA®

Private Wealth Advisor

Learn more about Terry Sherrill Visit Terry Sherrill's website
Monika Reyes, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Monika Reyes

CFP®, CFS®, APMA®, ChFC®

Private Wealth Advisor

Learn more about Monika Reyes Visit Monika Reyes's website
Stephanie Kerns, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Stephanie Kerns

CFP®, APMA®

Private Wealth Advisor

Learn more about Stephanie Kerns Visit Stephanie Kerns's website
Heather Smart, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Heather Smart

CFP®, CRPC®, APMA®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Heather Smart Visit Heather Smart's website
Rhonda Hamil, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Rhonda Hamil

APMA®

Financial Advisor

Learn more about Rhonda Hamil Visit Rhonda Hamil's website
Karen Bothe, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Karen Bothe

CFP®, CRPS®, APMA®, AIF®, ChSNC®

Financial Advisor

Learn more about Karen Bothe Visit Karen Bothe's website
Chris Santi, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Chris Santi

CLU®, ChFC®, CLTC®, APMA®

Financial Advisor

Insurance Specialist
Learn more about Chris Santi Visit Chris Santi's website
Kenton Bradley, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Kenton Bradley

CFP®, APMA®

Private Wealth Advisor

Learn more about Kenton Bradley Visit Kenton Bradley's website
Jennifer Kachmar, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Jennifer Kachmar

CFP®, AWMA®, APMA®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jennifer Kachmar Visit Jennifer Kachmar's website
Cody O'Keefe, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Cody O'Keefe

APMA®, CRPC®

Financial Advisor

Learn more about Cody O'Keefe Visit Cody O'Keefe's website
Angela Parker, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Angela Parker

CFP®, MSF

Financial Advisor

Learn more about Angela Parker Visit Angela Parker's website
Kristin Redman, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Kristin Redman

APMA®

Financial Advisor

Learn more about Kristin Redman Visit Kristin Redman's website

Our team

Lisa Metheny

Lisa Metheny

Paraplanner,

Managing Director

Personal Intro

FINRA Series 7, Series 66

California Insurance License #0D22944

Qualifications

  • CFS®
View more
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®
View more
Trevor Meyer

Trevor Meyer

Financial Planning Specialist

Personal Intro

FINRA Series 7, Series 66

California Insurance License #0F46673

View more
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
View more
Briana Harmon

Briana Harmon

Paraplanner

Personal Intro

FINRA Series 7, Series 66

Roles & Responsibilities

  • Grahl Practice
View more
Mariel Mendelsohn

Mariel Mendelsohn

Paraplanner

Personal Intro

FINRA Series 7, Series 66

CA Insurance License #0L74428

Roles & Responsibilities

  • Glover Practice
View more
Tyler Bailey

Tyler Bailey

Paraplanner

Personal Intro

FINRA Series 7, Series 66

Roles & Responsibilities

  • Kerns Practice
View more

Monika Brown

Paraplanner

Personal Intro

FINRA, Series 7, Series 63

View more
Susan Cattivera

Susan Cattivera

Client Service Manager

Personal Intro

FINRA Series 7, Series 66

Roles & Responsibilities

  • Client Service Team Lead
View more
Jackie Castellano

Jackie Castellano

Client Service Specialist

Roles & Responsibilities

  • Sherrill Practice
View more
Benjamin Chenkin

Benjamin Chenkin

Client Service Specialist

Savannah Richey

Savannah Richey

Client Service Specialist

Joe Cattivera

Joe Cattivera

Client Service Specialist

Marjorie Orrante

Marjorie Orrante

Client Service Specialist

Sean Gillis

Sean Gillis

Client Service Specialist

Sadie Speer

Sadie Speer

Client Service Specialist

Roles & Responsibilities

  • Front Office Team Lead
View more
Haley Brooks

Haley Brooks

Client Relationship Manager,

Chartered Retirement Plans Specialist℠

Qualifications

  • CRPS®
View more
Shannon Huddy

Shannon Huddy

Marketing Specialist

OnNi Zacharia

OnNi Zacharia

Administrative Assistant

Kim Williamson

Kim Williamson

Administrative Assistant

Rebekah Swann

Rebekah Swann

Receptionist

Melynda Murray

Melynda Murray

Administrative Assistant

Michael Daw

Michael Daw

Administrative Assistant

Dixie Woodworth

Office Manager