The Team

WGG Wealth Partners

WGG Wealth Partners helps clients plan for a confident financial future by developing strategies designed to optimize and preserve wealth through a unique planning process. We utilize the strengths and experience of our professional team to provide our clients with a premier level of service.

Our Advisors

Stephen Westlake

Stephen Westlake

Private Wealth Advisor

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Designations

CFP®, CFS®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
CA Insurance #0696991

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Colin Grahl

Colin Grahl

Private Wealth Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Small Business
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

Northwood University, BBA in Accounting/Business Management, 1984
CA Insurance #0730404 AR License #1682438

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Bret Glover

Bret Glover

Private Wealth Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies

Education

California State University, Sacramento, BS, Business Administration, 1990 Concentration in Finance and Economics
CA Insurance #0818320

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David Brown

David Brown

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

Bachelor of Science Degree - University of San Francisco in 1976
CA Insurance #0600992

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Terry Sherrill

Terry Sherrill

Private Wealth Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
CA Insurance #0D09177

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Monika Reyes

Monika Reyes

Financial Advisor

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Designations

CFP®, CFS®, APMA®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Insurance

Education

BS Business Administration, 2002 Sonoma State University, Rohnert Park, CA
CA Insurance #0E14509

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Stephanie Kerns

Stephanie Kerns

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
CA Insurance #0D64925

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Leslie Gabbard

Leslie Gabbard

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
CA Insurance #0A76224

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Chris Santi

Chris Santi

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Insurance
  • Small Business
  • Estate Planning Strategies
CA Insurance #0G94020

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Trevor Meyer

Trevor Meyer

Associate Financial Advisor

Lisa Metheny

Lisa Metheny

Financial Advisor

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Top Areas of Focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
CA Insurance #0D22944

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Karen Bothe

Karen Bothe

Financial Advisor

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Designations

CRPS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Investments

Education

California State University, BS, Business Administration, Concentration in Finance and Economics
CA Insurance #0K65847

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Jennifer Kachmar

Jennifer Kachmar

Financial Advisor

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Designations

APMA®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investments

Education

California State University San Marcos, CA BS Business Administration, emphasis in Finance, 2006
CA Insurance #0F88428

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Cody Okeefe

Cody Okeefe

Financial Advisor

More about me...

Designations

APMA®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

Bachelor of Science in Accounting – Kaplan University
CA Insurance #0J17797

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Heather Smart

Heather Smart

Associate Financial Advisor

More about me...

Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies

Education

Executive Certificate, Financial Planning, Pepperdine University, Bachelor of Science, Managerial Economics, University of California, Davis
CA Insurance #0K58762

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Our Staff

Pam Burke

Pam Burke

Operations Specialist

Chief Financial Officer
Brooke Middleton

Brooke Middleton

Business Development Manager

Shannon Junge

Shannon Junge

Client Service Manager

Carolynn Fellman

Carolynn Fellman

Paraplanner

Rhonda Hamil

Rhonda Hamil

Client Service Specialist

Angela Parker

Angela Parker

Paraplanner

Susan Cattivera

Susan Cattivera

Client Service Specialist

Benjamin Chenkin

Benjamin Chenkin

Client Service Specialist

Sadie Speer

Sadie Speer

Client Service Specialist

Haley Franco

Haley Franco

Client Service Manager

Melynda Murray

Melynda Murray

Administrative Assistant

Ashley Thompson

Ashley Thompson

Executive Assistant

Savannah Richey

Savannah Richey

Administrative Assistant

Jackie Castellano

Jackie Castellano

Client Service Specialist

Mariel Mendelsohn

Client Service Specialist

OnNi Zacharia

Administrative Assistant

Coleen Hill

Administrative Assistant

Erik Speer

Client Service Specialist

Chante Boliard

Marketing Specialist

Samuel Gould

Intern