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 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.
CA Insurance License #0A89858
Chris Hampton
Chris is a multifaceted professional who has embarked on a diverse and exciting career journey. Starting as a musician and following his passion for art and creativity, Chris transitioned into the world of trade work and contracting. With a keen eye for detail and a knack for bringing visions to life, he successfully managed and executed various construction projects, gaining valuable leadership and client service experience. Chris decided to explore another field that aligned with his strong customer service skills and instinctive problem-solving abilities. Enter the realm of insurance. His ability to understand complex concepts and communicate effectively has proven to be invaluable. Chris has successfully transitioned into the insurance industry as a trusted expert and a licensed agent.
Chris’s commitment to professionalism and exceptional customer service sets him apart in the insurance industry. He believes in building long-term relationships based on trust and transparency, ensuring that his clients receive the highest level of support and guidance throughout their insurance journey. Outside of the office, Chris is a military spouse, married to a Sergeant in the United States Army National Guard, they have 3 kids and reside in Elk Grove California. He continues his passion for playing live music, as well as golf and visiting local wineries with family and friends.
CA Insurance License #4311660
Gabriel Rodriguez
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.
CA Insurance License #0M62657
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