WGG Wealth Partners

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Team photo for WGG Wealth Partners
Team photo for WGG Wealth Partners

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Advisors

Colin Grahl

CFP®, APMA, CAP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Colin Grahl's website

Bret Glover

CFP®, CRPC, AIF®

Financial Advisor

Managing Partner of WGG Wealth Partners
Visit Bret Glover's website

Terry Sherrill

CFP®, CFS®, ChFC®, APMA

Private Wealth Advisor

Visit Terry Sherrill's website

Monika Reyes

CFP®, CFS®, APMA, ChFC®

Private Wealth Advisor

Visit Monika Reyes's website

Stephanie Kerns

CFP®, CDFA®, APMA

Private Wealth Advisor

Visit Stephanie Kerns's website

Heather Smart

CFP®, CRPC, APMA, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Heather Smart's website

Rhonda Hamil

CFP®, APMA

Financial Advisor

Visit Rhonda Hamil's website

Karen Bothe

CFP®, CRPS, APMA, AIF®, ChSNC®

Financial Advisor

Visit Karen Bothe's website

Chris Santi

CLU®, ChFC®, CLTC®, APMA

Financial Advisor

Insurance Specialist
Visit Chris Santi's website

Kenton Bradley

CFP®, APMA

Private Wealth Advisor

Visit Kenton Bradley's website

Cody O'Keefe

APMA, CRPC

Private Wealth Advisor

Visit Cody O'Keefe's website

Angela Parker

MSF, CFP®, APMA, CSRIC®

Financial Advisor

Visit Angela Parker's website

Kristin Redman

APMA

Financial Advisor

Visit Kristin Redman's website


Team

Lisa Metheny

Lisa Metheny

Paraplanner,

Managing Director of WGG Wealth Partners

Personal Intro

FINRA Series 7, Series 66

California Insurance License #0D22944

Qualifications

  • CFS®
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Pam Burke

Pam Burke

Operations Specialist,

Chief Financial Officer of WGG Wealth Partners
Shannon Junge

Shannon Junge

Paraplanner,

Chief Operating Officer of WGG Wealth Partners

Personal Intro

FINRA Series 7, Series 66

California Insurance License #0F67566

Qualifications

  • CFS®
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Trevor Meyer

Trevor Meyer

Financial Planning Specialist

Personal Intro

FINRA Series 7, Series 66

California Insurance License #0F46673

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Brooke Middleton

Brooke Middleton

Business Development Manager,

Marketing Manager
Susan Cattivera

Susan Cattivera

Paraplanner

Personal Intro

FINRA Series 7, Series 66

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Briana Harmon

Briana Harmon

Paraplanner

Personal Intro

FINRA Series 7, Series 66

CA Insurance License #4250770

Roles & Responsibilities

  • Grahl Practice
  • Westlake Practice
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Jackie Castellano

Jackie Castellano

Client Service Specialist

Roles & Responsibilities

  • Sherrill Practice
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Benjamin Chenkin

Benjamin Chenkin

Client Service Specialist

Roles & Responsibilities

  • Bradley Practice
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Rebekah Swann

Rebekah Swann

Client Service Specialist

Kim Williamson

Kim Williamson

Administrative Assistant