Our People

Wendell Cayton, MSFS, CLU, ChFC., Independent Registered Investment Advisor, Associate Investment Advisor with Transamerica Financial Advisors; B.S. Business Bringham Young University; Masters Financial Services Golden Gate University; additional graduate studies in tax.  Prior to entering the financial services industry in 1985, was engaged in small business ownership and management for 15 years.  Served as an adjunct instructor at Golden Gate University Graduate School of Finance in Risk Management and Financial Planning.  Former member Million Dollar Roundtable for insurance professionals, current member Financial Planning Association.  Lecturer at industry management programs in U.S. and Europe.  Wrote weekly newspaper columns on financial affairs for local newspapers.  Active in International Rotary and other community service organizations.

Brian Damiani CFP® , Registered Representative, Life and Health License, Associate Investment Advisor with Transamerica Financial Advisors.  B.S. Degree in Business Administration from St. Mary’s College, Moraga, CA.  Currently enrolled and attending Golden Gate University to pursue a Masters in Financial Services. Areas of study include Estate Planning, Retirement Planning, Insurance Planning, Investments, and Tax Planning.  He is an active member of the Financial Planners Association and writes financial columns for local newspapers.  As an active member of the Pleasanton, (CA) North Rotary Club he participates in a wide range of community service activities.     

Joanne Mungall CFP®, Registered Representative, Life and Health License, Associate Investment Advisor with Transamerica Financial Advisors.  B.A. Degree in Economics from Wheaton College in Norton, MA.  Joanne has been in the financial services industry since 1990 working as both a financial planner and on the corporate side of the financial services industry.  In her corporate capacity she was Director and then Vice President of marketing for several large insurance companies.  In that role she worked with some of the top financial advisors and planners in the Bay Area presenting them with advanced retirement and estate planning techniques for use with their clients and serving as guest speaker at their client events.  She has spoken at industry national conferences, providing continuing eduction instruction for financial and tax professionals in 45 states, and currently teaches local financial planning education classes for women and families.  She is a member of the Financial Planning Association (FPA) and works on the Silicon Valley FPA community relations committee.  She is active in the Mountain View Chamber of Commerce and recently joined the National Association of Women Business Owners (NAWBO).

 
Mark Allen CFP® , Mark Allen is the "go-to tax professional" specializing in strategic and new conceptual tax planning services for business owners and real estate investors. Along with his Master's degree in Financial Planning, he's enrolled to practice before the Internal Revenue Service as an Enrolled Agent, a Certified Financial PlannerT professional, and an Investment Advisor Representative with TransAmerica Financial Advisors.  Mark integrates all disciplines into a holistic, client-centered approach towards maximizing your after-tax income and wealth.

Jon Sullivan-Jon Sullivan joined WMA in 2006 as a Junior Advisor. He graduated from San Diego State University with a degree in Personal Financial Planning where he was a member of the University Honors Program and wrote a personal finance column for the university newspaper. Jon's current responsibilities include trading, assisting with written financial plans, and client management.  Jon currently holds the Series 7 and 66 license and is currently studying for the CERTIFIED FINANCIAL PLANNER® and Chartered Financial Analyst exams.  His previous experience includes working for an independent financial planner is Southern California where he assisted them in research and helped manage their client base.

Erin Haubner- Erin holds a B.S. Degree in Industrial & Organizational Psychology from St. Mary’s College, Moraga, CA.  Erin joined WMA in 2004 but spent the 10 years prior in the Human Resources field managing the employment, training, benefits, and information system functions for several small to mid sized Bay Area companies.  By leveraging her customer relationship skills as well as her extensive knowledge of the insurance field, Erin has a dual role at WMA with providing relationship management to our client base in addition to serving as our on-site Health and Life Insurance specialist.  She holds a Life, Health and Disability License and is also licensed to sell Medicare products.

Lucy Callahan- Lucy began her career with WMA in 1994 and currently manages our Foster City office.  She is instrumental in the processing of New Business, Advisory Accounts, Life Insurance, Heath Insurance and Annuities. Her high degree of professionalism and exceptional client services skills are invaluable to WMA.