NorthRock | Sacramento
Seamlessly tailoring financial & lifestyle advisory services to help you make the impact you want on the world.
The Future of Advice
NorthRock and WGG Wealth Partners have joined forces to expand the Personal Office® in Sacramento and the surrounding area.
Your Same Advisors, Now With More Resources
Stephen Westlake, CFP®, APMA™, ChFC®
Advisor, Personal Office®
Colin Grahl, CFP®, APMA™
Advisor, Personal Office®
Bret Glover, CFP®, CRPC™
Advisor, Personal Office®
Karen Bothe, CFP®, APMA™
Advisor, Personal Office®
Kent Bradley, CFP®, APMA™
Advisor, Personal Office®
Carolynn Fellman
Associate Advisor
Rhonda Hamil, CFP®, APMA™
Advisor, Personal Office®
Stephanie Kerns, CFP®, APMA™, CDFA®
Advisor, Personal Office®
Cody O'Keefe, APMA™, CRPC™
Advisor, Personal Office®
Angela Parker, CFP®, APMA™
Advisor, Personal Office® & Client Service Manager
Kristin Redman, APMA™
Advisor, Personal Office®
Monika Reyes, CFP®, APMA™, ChFC®
Advisor, Personal Office®
Chris Santi, ChFC®, CLU®
Advisor, Personal Office®
Terry Sherrill, CFP®, APMA™, ChFC®
Advisor, Personal Office®
Heather Smart, CFP®, APMA™, CRPC™
Advisor, Personal Office®
Your Team, Supporting You Along The Way
Samantha Barrett
Advice Strategist
Monika Brown
Senior Advice Strategist
Pamela Burke
Senior Director, Finance
Jackie Castellano
Associate, Client Service
Ben Chenkin
Associate, Portfolio Integration
Kristen Doyle
Director, Qualified Retirement Plans
Pablo Gentile
Associate, Client Service
Sean Gillis
Senior Advice Strategist
JJ Gonzalez
Advice Strategist
Jelissa Guluarte
Associate, Client Service
Briana Mueller
Senior Advice Strategist
Jessica Hindley
Associate, Client Service
Shannon Junge
Senior Director, Practice Growth & Development
Carol MacDonald
Advice Strategist
Lisa Metheny
Senior Director, Practice Strategy & Execution
Trevor Meyer
Senior Advice Strategist
Brooke Middleton
Manager, Marketing & Brand
Melynda Murray
Executive Assistant & Department Coordinator
Caitlin Perkins
Accountant
Izzy Ronald
Associate, Client Service & Office Experience Coordinator
Rebekah Swann
Associate, Client Service
Kim Williamson
Office Experience Coordinator
Dixie Woodworth
Enterprise Resources Coordinator
About the Transition
For years, we’ve been committed to delivering exceptional advice and care to our clients. Every decision we make, big or small, is grounded in that commitment.
Now, we’re taking an exciting next step. By joining NorthRock, we’re expanding what’s possible for you: deeper resources, broader expertise, and a more holistic set of services designed to simplify your life.
This partnership allows us to stay true to who we are, while offering more of what matters most—confidence, clarity, and a team that’s always in your corner.
About NorthRock Partners
Clients
Locations
Years of Service
Assets Under Management
Comprehensive Advice & Services
Welcome to your Personal Office®
We designed our Personal Office to give you more time, clarity, and peace of mind. Our proprietary approach surrounds you with a in-house team of experts in everything from investments to tax and estate planing to giving — expanding what is possible and equipping you to live your best life.
Financial Advice
Investments
Tax Preparation & Advice
Corporate Executive Planning
Legal & Estate Planning
Philanthropy
Business Owners & Entrepreneurs
Athletes & Entertainers
Family Office Support
Connect With Your Advisor
We’re here to help you through this transition. Please feel free to reach out to us with any questions you have or to talk about next steps.
