About Us

Ashley Sawyer is an LPL Financial Planner who provides comprehensive financial guidance to individuals and business owners seeking clarity, strategy, and confidence in their financial futures. With a client-centered approach, Ashley helps individuals navigate all aspects of financial planning, including retirement planning, investment and asset management, risk management, and wealth accumulation strategies.

In addition to her work with individuals and families, Ashley partners with businesses to design and implement effective fringe benefit programs and qualified retirement plans. She specializes in 401(k) plan design, participant education, and plan-level consulting—helping employers create retirement programs that not only meet regulatory requirements but also align with their company culture and goals. Her expertise in business valuations further allows her to support owners through key transitions, succession planning, and long-term value creation.

Ashley holds the Certified Plan Fiduciary Adviser (CPFA) designation and she maintains her California Life and Health Insurance License and holds the FINRA Series 7, Series 63, and Series 65 licenses through LPL Financial.

Dedicated to upholding fiduciary best practices, Ashley ensures that every client receives customized transparent, and thoughtful advice. She takes pride in building long-term relationships founded on trust, education, and measurable results.

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When she’s not in the office, Ashley enjoys spending time outdoors with her husband and their two children. As a family, they love camping, boating, and exploring new places together. Ashley also enjoys reading, decorating custom cookies, and has a soft spot for crafts and puzzles.

Bey joined our team in 2014 with ten years of experience in the healthcare industry. Her specialty is employee benefits. 

^{*Not registered with LPL Financial}

As Managing Partner | Personal CFO at ClearView Wealth Partners, I bring over 28 years of experience in wealth management, investments, retirement strategies, risk management and business succession planning. I help individuals and families manage and preserve their wealth through customized family office style solutions tailored to their unique goals and circumstances. I earned Bachelor of Science degrees in Accounting and Finance from Oklahoma State University in Stillwater in 1984.

At ClearView Wealth Partners, we focus on building lasting client relationships through personalized family office solutions, investment strategies and wealth management services. Supported by a dedicated team, we prioritize client education and service to create comprehensive plans that positively impact our clients and their families. Our clients include business owners, executives, and professional athletes. We actively support local charities, including The Giving Exchange, Beyond Differences, Crisis Support Services, and Hope Hospice. I am also a frequent speaker at financial planning conferences, professional gatherings, and charitable events.

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1 To qualify for the MDT lifetime membership, a representative must achieve a certain level of premium, commission or income over the course of 10 years.

With over 16 years of experience in the financial services industry, I work as Operations Support to James Westermeyer, Managing Partner/Personal CFO at Clearview Wealth Partners. I joined the Westermeyer Team in 2013 after graduating Summa Cum Laude with a Bachelor’s Degree from San Jose State University. I enjoy spending time with my family, taking hikes around the Livermore Valley Wine Country, and spending weekends racing with my family around California’s racetracks with the 24 Hours of Lemons organization. In 2014, we helped set the Guinness World Record for the most participants in a car race (216)!

*Not registered with LPL Financial

Marissa joined our team in 2017. With over 35 years of experience in the insurance and financial services industry, she brings a wealth of knowledge and a strong commitment to client service excellence. Marissa obtained her CA Insurance License in 2018, became Office Manager in 2019, and was promoted to Client Services Manager in 2024.

Marissa earned her Bachelor of Science degree in Business Administration from the State University of New York at New Paltz. A lifelong learner, she continues to study and practice various forms of bodywork, energy medicine, and metaphysics. Outside of work, Marissa enjoys spending time with friends and family and works with a local Sonoma nonprofit organization, where she supports cancer patients undergoing treatment.

^{*Not Registered with LPL Financial}

Mike Lemas joined the team in July 2013, bringing a specialized mindset to the world of financial planning. With a strong foundation in both athletics and finance, Mike combines the discipline and strategy learned through wrestling with a deep commitment to serving his clients.
His core expertise lies in:

Comprehensive Financial Planning
Investment Management
Risk Management
Coaching — on and off the mat

Mike focuses on working with:

Busy women in leadership roles
Successful individuals in transition (retirement, divorce, loss of a loved one, liquidity events, disability, or job changes)
Successful people who are current and former athletes

Mike is highly focused on Investment and Risk Management.  His investment philosophy follows a "Go Anywhere" approach — seeking opportunities across any asset class, globally, if it meets our macro, fundamental, and technical analysis.  Mike is also deeply committed to risk management, viewing it as a lost art in today’s financial world. He believes complacency is one of the greatest threats to long-term success. A coach at heart, Mike operates on a simple principle: “There is no substitute for hard work. Hard work pays off.”  Mike is on a mission to always be himself and genuine no matter what: “I am willing to lose revenue to do the right thing, serve first, last and always”

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Personal Life
Mike was born in South Georgia and raised in St. Mary’s, where he grew up navigating snapping turtles, snakes, and alligators. He later moved to Dublin, California, and attended Dublin High School, where he was a standout student-athlete through college:

4-time letter winner and team captain in wrestling
2-time California National Team Member
2-time letter winner in cross country
Division I wrestler at Cal State Fullerton
Bachelor’s degree in economics from Cal State East Bay

Mike has coached wrestling at Dublin High School since 2008, with roles including:

Varsity Assistant Coach (2008–2012)
Varsity Head Coach (2013–2018)
Volunteer Coach (2019–2022)
Developmental Coach (2023–Present)

In 2015, Mike married the love of his life, Allison Lemas, and together they are proud parents to two amazing daughters: Fiona (2018) and Maya (2022).  When he’s not coaching or advising clients, Mike can often be found in his favorite setting — fly fishing in rivers, streams, lakes, and oceans.

Sammie joined the team in December 2018 as the Client Service Manager supporting James Westermeyer. With over 15 years of experience in client service and customer relations, she is dedicated to delivering a seamless and personalized experience for every client. Sammie is passionate about building strong relationships and takes pride in being a trusted resource who is always ready to help.

Outside of the office, Sammie enjoys spending time with her husband and two children, travelling, and being outdoors.

*Not registered with LPL Financial

William Roland is a Founding Partner and Managing Partner of Clearview Wealth Partners. For more than three decades, he has advised clients on building, preserving, and transitioning wealth. William began his career in 1988 with MetLife, later joining Lincoln Financial in 1992. In 2021, driven by a desire to deliver fully independent guidance and a broader range of solutions, he affiliated with LPL Financial. That same year, he and long-time business partner James Westermeyer established Clearview Wealth Partners.
William focuses on serving private business owners, helping them design comprehensive financial plans that integrate business succession, wealth management, and estate planning into one cohesive strategy.

He also has extensive expertise in pension and 401(k) plan design, consultation, and administration. Acting as a  fiduciary, William works closely with clients to build coordinated advisory teams across investment management, legal, accounting, and insurance disciplines.  He is a consistent Million Dollar Round Table (MDRT) member and has achieved Top of the Table status*—placing him among the top one-half of one percent of financial professionals worldwide.  A Michigan native, William attended Western Michigan University, where he studied business, finance, and German.

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^{*The Top of the Table level specifically honors those members who achieve the highest production and income thresholds, often ranking in the top percentile of their field.}