Team profile


You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Small Business

Community participation

The Westlake, Grahl, and Glover Team volunteering at the Placer SPCA for the Ameriprise National Day
The Westlake, Grahl, and Glover Team volunteering at the Placer SPCA for the Ameriprise National Day

We are proud to support local non-profit organizations and foundations. We currently are involved with and/or sponsor the following: