Who to Call?

Peter Shusterman - Founder & Family 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 financial plans.
• Create financial plan.
• Give market quotes.

Daniela Robles - Operations Manager

• Complete investment applications.
• Open and close client accounts.
• Change or update account instructions.
• Respond to account inquiries.
• Check status of transactions.
• Make beneficiary changes.
• Administer account transfers.
• Process incoming checks.
• Receive and place trading orders.
• Handle requests for account distributions.
• Calculate and monitor IRA required minimum distributions.
• Process post-mortem paperwork.

Bryana Barkate - Administrative Assistant

• Answer incoming calls.
• Process incoming mail.
• Process checks received.
• Schedule appointments.
• Provide basic account information.
• Coordinate event planning.
• Oversee marketing including monthly communications and special moments.

Ingrid Wurth - Client Services

• Manage client database.
• Prepare portfolio reviews.
• Handle and track information regarding referrals and prospects.
• Mail portfolio review reminders with agenda.
• Check Pending Address Update Notifications.
• Maintain email list for digital marketing services.