Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our advisors

Bennett Whitlock

Bennett Whitlock

Private Wealth Advisor

Chief Executive Officer of Whitlock Wealth Management
Learn more about Bennett Whitlock Visit Bennett Whitlock's website
David Weinstein

David Weinstein

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about David Weinstein Visit David Weinstein's website
Amante Decastro

Amante Decastro

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Amante Decastro Visit Amante Decastro's website
Sung Lee

Sung Lee

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Sung Lee Visit Sung Lee's website
Kamal Malhis

Kamal Malhis

MBA

Financial Advisor

Learn more about Kamal Malhis Visit Kamal Malhis's website
Mario Gabalda

Mario Gabalda

Financial Advisor

Learn more about Mario Gabalda Visit Mario Gabalda's website
Robert Briscoe

Robert Briscoe

Financial Advisor

Investment Manager
Learn more about Robert Briscoe Visit Robert Briscoe's website
Benjamin Hazekamp

Benjamin Hazekamp

Financial Advisor

Learn more about Benjamin Hazekamp Visit Benjamin Hazekamp's website
Andrew Gibson

Andrew Gibson

Financial Advisor

Learn more about Andrew Gibson Visit Andrew Gibson's website
Eric Olson

Eric Olson

Financial Advisor

Learn more about Eric Olson Visit Eric Olson's website
Stephen A Colvin

Stephen A Colvin

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Stephen A Colvin Visit Stephen A Colvin's website
Garry Klegin

Garry Klegin

MBA

Financial Advisor

Learn more about Garry Klegin Visit Garry Klegin's website

Our team

Jeanne M. Turley

Jeanne M. Turley

Client Service Manager

Personal Intro

I have worked in the practice since 2005. I have many years of industry experience with several broker/dealers. I work closely with the private client group, and will assist you with your requests and questions. I ensure that all business is processed quickly and accurately, and that all portfolio changes are made in accordance with your decisions. I am a notary public.

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S. Olivia Blackman

S. Olivia Blackman

Operations Manager

Personal Intro

I joined the practice in August 2020.

I have been in the banking a client service industry for over twenty years. I assist with all operations of the practice to ensure all clients receive excellent service. I assist with compliance of all industry and company regulations and requirements. I am fluent in French.

Roles & Responsibilities

  • Operation Manager
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Gayle G. Whitlock

Gayle G. Whitlock

Practice Manager,

Chief Financial Officer

Personal Intro

I have worked in the practice since 2001, after spending over 12 years working as Controller in the real estate industry. My responsibilities include managing all financial reporting, compliance documentation, and overseeing the day to day operations of the practice. I hold a BA in Business Administration from the University of Mary Washington. I am a notary public.

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Branden Klegin

Branden Klegin

Financial Planning Assistant

Personal Intro

I began with the practice as a Planning Assistant in 2012. I have a Business Administration degree and a strong math background. Currently, I am assisting with client service and day to day administrative duties, including client correspondence and records management. I plan to become licensed in the first half of 2013 and I look forward to assisting you with any questions or requests.

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David Harrell

David Harrell

Investment Specialist

Personal Intro

I joined the practice in the Fall of 2018. I have 30 years of industry experience including time working at PaineWebber, Morgan Stanley, and 10 years with Ameriprise. I graduated from Salisbury State University with a degree in Business Administration/Finance.

I am an avid golfer, skier, and griller.

Qualifications

  • Series 7, 65 and Life & Health Insurance License
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