The January Call

Meet Stephen Westlake

Stephen Westlake

Stephen Westlake

CFP®, CLU®, ChFC®, CRPC®, CFS®

Steve Westlake is a founding partner at WGG Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. He offers personalized, goal‐based advice to help his clients feel more confident about their financial future. You can reach out to him via 916.677.1640 or email him at stephen.m.westlake@ampf.com.

Neal K. Smith

Neal K. Smith

Certified Mortgage Planner

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Neal K. Smith Financial

Your Lender for Life