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

Bennett Whitlock, Private Wealth Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Bennett Whitlock

Private Wealth Advisor

Chief Executive Officer of Whitlock Wealth Management
Learn more about Bennett Whitlock Visit Bennett Whitlock's website
David Weinstein, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

David Weinstein

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about David Weinstein Visit David Weinstein's website
Amante Decastro, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Amante Decastro

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Amante Decastro Visit Amante Decastro's website
Sung Lee, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Sung Lee

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Sung Lee Visit Sung Lee's website
Kamal Malhis, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Kamal Malhis

MBA

Financial Advisor

Learn more about Kamal Malhis Visit Kamal Malhis's website
David Harrell, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

David Harrell

Financial Advisor

Investment Specialist
Learn more about David Harrell Visit David Harrell's website
Mario Gabalda, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Mario Gabalda

Financial Advisor

Learn more about Mario Gabalda Visit Mario Gabalda's website
Shawn Thomas Franklin, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Shawn Thomas Franklin

Financial Advisor

Investment Specialist
Learn more about Shawn Thomas Franklin Visit Shawn Thomas Franklin's website
Eric Olson, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Eric Olson

Financial Advisor

Learn more about Eric Olson Visit Eric Olson's website
Stephen A Colvin, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Stephen A Colvin

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Stephen A Colvin Visit Stephen A Colvin's website
Robert Briscoe, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Robert Briscoe

Financial Advisor

Investment Manager
Learn more about Robert Briscoe Visit Robert Briscoe's website
Andrew Gibson, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Andrew Gibson

Financial Advisor

Learn more about Andrew Gibson Visit Andrew Gibson's website

Our team

Richard Romero, CFP<sup>®</sup>, ChFC<sup>®</sup>

Richard Romero, CFP®, ChFC®

Practice Manager,

Chief Operating Officer

Personal Intro

Rich joined the practice in August 2021. Rich has over 25 years in the financial services industry.

Roles & Responsibilities

  • Chief Operating Officer of Whitlock Wealth Management, a private wealth advisory practice of Ameriprise Financial Services LLC
  • Supports recruiting of both experienced and novice advisors to the practice
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Jeanne M. Turley

Jeanne M. Turley

Client Relationship 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.

Qualifications

  • Joined the practice in 2005
  • Over 20 years industry experience

Roles & Responsibilities

  • Answer general account questions
  • Assists with financial plan data gathering
  • Schedule appointments
  • Assistance with Secure Site
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S. Olivia Blackman

S. Olivia Blackman

Business Development 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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Stephanie Martin

Stephanie Martin

Operations Specialist

Qualifications

  • BA Sociology with Social Work Concentration Roanoke College
  • Experience in Early Childhood Education & Tutoring
  • Extensive community & volunteer experience

Roles & Responsibilities

  • As client service specialist Stephanie will often be the first point of contact
  • Stephanie assists with scheduling appointments and basic account servicing needs
  • As office manager Stephanie ensures the office is welcoming to clients and guests
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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.

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Yonas Habtemichael

Yonas Habtemichael

Financial Planning Specialist

Personal Intro

Yonas joined the practice in August 2022. He has lived in Prince William for many years and is working to become a fully licensed financial advisor. Yonas spent eight years in the mortgage lending industry prior to joining Whitlock Wealth.

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Brian Shanley

Brian Shanley

Financial Planning Specialist

Personal Intro

Brian has worked in the Intelligence industry and as a professional musician prior to joining Whitlock Wealth in September 2022.

Roles & Responsibilities

  • Brian is currently working towards completing the requirements to become a fully licensed registered representative
  • Brian is currently providing client service to families and individuals in the Northern Virginia area.
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Alfredo Lyver

Alfredo Lyver

Investment Manager

Personal Intro

Alfredo joins WWM with over 10 years in the financial industry.Alfredo speaks fluent Spanish.

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Benjamin Hazekamp

Benjamin Hazekamp

Marketing Manager

Roles & Responsibilities

  • Ben coordinates with CPAs and Estate Attorney's in supporting client's achieving their financial goals.
  • Ben is active in the community in Lake Ridge Rotary and serving on several Not-For-Profit Boards.
  • Ben joined Whitlock Wealth in 2017
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