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.