WESPAC ADVISORS, LLC

Managing Money by Managing Risk

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Home > About > Our Team

Our Team

Ken Roberts

Affiliated Investment Advisor

(775) 825-4555
(888) 695-2869

Ken Roberts is a co-portfolio manager, trader and manages Wespac's covered call portfolio. He is also responsible for implementing option strategies such as protective puts, custom collars, and stock repair strategies. He has been in the securities business for over 20 years and has worked as a stock, options and futures broker as well as a branch manager for a major Wall Street brokerage firm. Ken earned NASD Series 3, 6, 7, 9, 10, 56, and 63 registrations during his securities career.

He is currently a professional options trader and has received advanced options certifications from the New York Institute of Finance and is a CMT Level II candidate. Ken is the author of The Tactical Option Investor, a book that teaches long term investors how to use option strategies for income and portfolio protection.  Ken also writes a weekly column on investing for the Sierra Sun newspaper and hosts Ken's Bulls and Bears Report on 99.1 fm talk and 101.3 fm in the Northern nevada area.

He attended the University of Nevada’s Mackay School of Mines. 

Fay Groves

Affiliated Investment Advisor

(775) 825-4555
(888) 695-2869

Fay has over 20 years experience in the financial services industry, the last 7 years with Charles Schwab & Co. as VP-Financial Consultant.  Prior to entering the financial services sector, Fay worked in corporate finance as a Controller and Sr. Financial Analyst.  Fay has completed the CFP (Certified Financial Planner) course and attended Albright College, Reading, PA studying accounting and business.

Steve Bendinelli

Consultant and Investment Advisor

(415) 320-5842

Steve graduated from University of California at Davis in June of 1976 with a degree in Economics.

He started his business career at IBM immediately out of college.  In 1984 he joined SEI Investments as the West Coast Vice President for both institutional consulting and sales.  From 1995 to late 2005 he held a number of senior sales and client service positions with Husic Capital Management, ICM Asset Management, RBC Wealth Management and Ernst & Young.  During the time spent at RBC, he served as a Practice Management Consultant educating financial advisors on best practices as well as building personalized marketing presentations to assist them in clearly delivering their value proposition to their end client.  From 2005 to 2008, Steve was with Compass Advisors/Azure Global Investors offering uniquely structured funds to Accredited/Qualified investors.  Steve was most recently with Broadwing Capital Advisors as a Senior Financial Consultant.

Steve brings 30 years of financial services experience to Wespac Advisors which includes significant time spent in investment consulting as well as institutional sales and client service.

Steve holds FINRA securities licenses 7, 63 and 65. He resides in Tiburon, California. 

Julie Miller

Client Relations Manager

(775) 825-4555
(888) 695-2869

Julie Miller is our Client Relations Manager.  Her excellence in human relations, communication, and client services is a vital asset to our team. She has nearly seventeen years of management experience in banking and the financial services industry with Wells Fargo, PriMerit Bank, Norwest Bank, US Bank and First National Bank of Nevada. Julie attended the University of California at Sacramento where she studied business and accounting.

John C. Williams, III, MBA

VP Advisory Services & Consultant

800-535-4253

A graduate of the Thunderbird School of Global Management with an MBA in finance, John joined WESPAC in the late 90's and his position as advisory operations manager means not only overseeing the retirement plan advisory business but also fulfilling key compliance and portfolio management roles. John is also a member of WESPAC Advisors' formal investment committee overseeing quality matters and performance standards for both the qualified plan and high net worth sectors of our advisory services. His prior experience includes positions as a financial analyst with both The North Face and CIGNA Healthcare of Northern California. He also served for 4 years in the U.S Army as a linguist and graduated with honors from the University of Florida with a BA in political science and minors in business administration and Japanese language. In his spare time, John enjoys following the University of Florida Fightin' Gators in football and basketball and playing the guitar and drums.

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