Who to Call?

Peter Shusterman - Founder & Wealth Manager

  • Answer questions about the market, the economy, specific securities or investment strategies.
  • Make recommendations and provide advice.
  • Discuss your specific goals, needs, and your financial plan.

Brett Tomlinson - Financial Advisor

  • Discuss general products or services.
  • Gather information for financial plan.
  • Complete investment applications.

Ryan Sladich - Operations Manager/Registered Assistant

  • Open client accounts.
  • Change account instructions.
  • Respond to account inquiries.
  • Check status of transactions.
  • Make beneficiary changes.
  • Process account transfers.
  • Give market quotations.
  • Receive and place orders from clients.
  • Handle requests for account distributions.
  • Send market updates and commentaries.
  • Prepare life insurance quotes.
  • Provide notary services.

Daniela Robles - Director of First Impressions

  • Process incoming mail.
  • Process checks received.
  • Schedule appointments.
  • Provide basic account information.

Ingrid Wurth - Client Relations

  • Maintain client files.
  • Update client database.
  • Send out portfolio review reminders.
  • Prepare portfolio reviews.