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About Us


Your partners in retirement planning for over 30 years.

 

 

Terry is a highly accomplished Estate and Wealth Strategist Planner brimming with experience. He is an Estate Planning Attorney and taught tax at the University of California, Davis. His career in the financial industry began in 1987, underpinned by a strong educational foundation. Terry holds a Bachelor's degree in Financial Planning from San Diego State University and a Juris Doctorate Degree in Law from the University of the Pacific McGeorge School of Law. He furthered his studies with a post-doctorate program at the Masters program of the Esperti Peterson Institute.

Terry is nationally recognized for his expertise in wealth accumulation, preservation, estate planning, charitable planning, and asset protection. He frequently educates attorneys, accountants, and financial professionals through lectures and writings on these subjects. He also authored various articles and presentations.

He is affiliated with esteemed organizations like the American Bar Association, the Estate and Probate Section of the Sacramento Country Bar, the Financial Planning Association, the National Association of Enrolled Agents, Wealth Counsel, and the National Network of Estate Planning Attorneys. Terry holds law licenses in California and the United States Eastern District of California, in addition to being a Certified Financial Planner.

On a personal note, Terry resides in Granite Bay, California, where he enjoys family time, vintage home renovation, and local outdoor activities.

Justin is a registered investment advisor representative with extensive experience in the financial services industry. He holds a bachelor’s degree from Oklahoma State University with a concentration in Finance. A key member of the WE Alliance team, Justin serves as lead analyst in our investment research department. His responsibilities include in-depth analysis of both private and publicly traded securities, monitoring current investments, and integration of new technologies. Justin’s role among the firm’s operations includes due diligence on potential acquisitions, capital raising, investor relations, and assisting Terry Wheeler with portfolio management. 

Gabriel is a highly skilled insurance professional and financial advisor with a passion for helping individuals and families protect their assets and build a secure financial future. With almost a decade of experience in the industry, Gabriel possesses comprehensive knowledge in various products and specializes in tailoring solutions to meet the unique needs of his clients. He holds a bachelor’s degree in Economics from San Diego State University and has received multiple professional certifications. These qualifications and extensive experience enable him to offer expert advice in a wide range of areas such as life insurance, retirement planning, and investment strategies.

Driven by a genuine commitment to his client’s well-being and financial security, he understands that navigating the complex world of financial planning can be overwhelming, which is why he takes the time with his clients to truly understand each individual’s unique circumstances, goals, and risk tolerance.

Outside of work, Gabriel is an active member of his community, volunteering his time to local organizations. Gabriel also regularly hosts seminars and workshops to equip individuals with the knowledge and tools they need to make sound financial decisions. In his free time Gabriel enjoys spending time with his dog, enjoying the outdoors, and fishing. 

3001 Douglas Blvd, Suite 142 • Roseville, CA 95661 • Toll Free: 800.355.8174 • Local: 916.325.0130 • Fax: 916.771.4475

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