About WE Alliance Wealth Advisors

For over 30 years, WE Alliance Wealth Advisors has helped individuals and families protect their wealth, plan for retirement, and build lasting legacies. Based in California and serving clients statewide, we specialize in working with high-net-worth individuals, particularly those in their 50s, 60s, and 70s, who want proactive tax planning, long-term income strategies, and multigenerational financial security. Our approach is values-based, family-focused, and fully integrated so every part of your financial life works together with purpose and clarity.

Meet the Team

Terry Wheeler JD, CFP®

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 Master’s 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 County Bar, the Financial Planning Association, the National Association of Enrolled Agents, Wealth Counsel, and the National Network of Estate Planning Attorneys. In addition to being a Certified Financial Planner, Terry holds law licenses in California and the United States District Court for the Eastern District of California.

Terry resides in Granite Bay, California, where he enjoys spending time with his family, renovating vintage homes, and participating in local outdoor activities.

 

Justin Bougher

Investment Advisor

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 conducting in-depth analysis of both private and publicly traded securities, monitoring current investments, and integrating 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.

 

Rodney Thompson

Financial Advisor

Rodney is an Financial Advisor at WE Alliance Wealth Advisors Inc., where he is a valued member of Terry Wheeler’s high-net-worth advisory team. With a focus on comprehensive financial well being, Rodney’s primary responsibilities include performing detailed portfolio reviews and conducting client services like onboarding.

He is a Investment Advisor Representative, earning his Bachelor of Science in Business Administration with a concentration in Finance from Liberty University. His working style is best described as detailed, relentless, and client-focused, ensuring every client receives dedicated and thorough attention to their unique financial goals.
Rodney is mentored by Terry Wheeler, J.D., CFP®, the firms founder.

This collaborative environment allows Rodney to work side-by-side with a highly accomplished and nationally recognized figure in estate and wealth planning.

Outside of his professional role, Rodney is a dedicated sports fan and enjoys playing golf. He is married and actively involved in his community as a youth group leader.

 

Brad Nease

Brad Nease is a business and finance professional with deep experience in strategy, analytics, and client-focused leadership. He holds a Bachelor of Arts in Business Administration, a Bachelor of Science in Economics, and an MBA in Finance from Saint Mary’s College of California. While at Saint Mary’s, Brad also competed as a Division I baseball pitcher, an experience that instilled discipline, accountability, and a calm, performance-driven mindset.

Prior to his current role, Brad spent 11 years at HP in technology management. Progressing through roles as a Customer Support Cost Analyst, Customer Experience Quality Analyst, Print Product Quality Manager, and Supplies Authentication Quality Manager, he led initiatives focused on operational efficiency, customer experience, and revenue growth. His work included driving performance across large-scale print platforms and blending data-driven decision-making with a strong understanding of long-term customer value.

Today, Brad brings this diverse background to his wealth advisory work at WE Alliance Wealth Advisors. He helps clients think strategically about capital, risk, and long-term financial outcomes. Known for his clear communication and analytical rigor, Brad excels at translating complex financial concepts into practical, actionable insights. He values long-term relationships built on trust, transparency, and disciplined execution.

Outside of the office, Brad enjoys playing basketball and golf, and is a self-proclaimed “watch nerd.” He loves spending his free time with his 6-year-old miniature Dachshund, Rocket.