Broker Check

31111 Agoura Road
Suite 200
Westlake Village, CA 91361
(818) 540-6967



We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Mel is the founding senior advisor and Partner for WCP Private Wealth Advisors. He entered the financial services industry in 1971, following a professional baseball career with the Minnesota Twins. With 40+ years of experience in the...

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Mark specializes in providing Estate Planning solutions to the affluent market. His expertise is in wealth transition analysis, specifically in the financial aspects of estate and business transfer planning for the high net worth...

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Rich is a partner with WCP Private Wealth Advisors in Westlake Village, CA. He has been working with the owners of privately held companies, successful business executives, and wealthy retirees for over 25 years. As a practitioner, his...

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Tom brings 40 years of experience to the table when he meets with clients to solve their financial objectives. He uses a comprehensive process to create estate, business owner and retirement plans so his clients can make informed...

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Douglas B. Richmond

Director, Sagemark Consulting Private Wealth Services

Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by strong product selections.Experienced in developing relationships with property and casualty...

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Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

Primary area of expertise is developing key concepts and strategies for the high net worth market.Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation's...

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Donna L. Rowan, J.D.*, LL.M., CLU®, ChFC®

National Design/Advanced Planning Attorney

Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.BA degree in English from State University of New York at Buffalo; J...

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Robert E. Appel, J.D.*, LL.M., MBA

Second Vice President of National Design/Advanced Planning

Listed in numerous sections and editions of Who's Who (including Who's Who in American Law and Who's Who in the World) and member of the American and Connecticut Bar Associations.BS degree (Accounting and Finance) from Central...

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Timothy S. Johnson, J.D.*, CRPC

Chief Investment Strategist

Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds...

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