An Introduction to Our Team

The dedicated professionals at Sutley Wertzer are here to help you find your ideal life. The work-optional lifestyle is one that may require tremendous planning and meticulous attention to detail. Managing the financial considerations of that lifestyle is a career all on its own. It’s the job that the team at Sutley Wertzer have taken upon themselves so that clients don’t have to.

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Steve Sutley

Wealth Advisor

 

Steve has lived all over the U.S. His father’s career as an Air Force pilot gave him the opportunity to have many great experiences across America. Today, as a father of two himself, he helps his clients put the pieces of life’s puzzle together so they can focus on what matters. His wide range of interests, from marathons to charities such as Sacramento Food and Family Services, helps him understand what’s important to those who are seeking a work optional lifestyle. His two sons, Trevor (a 2016 college grad) and Gavin (an elementary school student), give him valuable perspective on the unique needs of people in various life stages.Steve Sutley 3 pic

Steve co-founded Sutley Wertzer in 2000. He holds Series 6, 7, 26, 63, 65 licenses, as well as CA Insurance License # 0B28322.

(916) 438-6700

steve@sutleywertzer.com

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Bryan Wertzer

Wealth Advisor

 

As your Wealth Advisor, Bryan will coordinate the financial planning process for you. Bryan will help you to identify your goals and he will work with you to implement a series of strategies that will help you to realize your vision for the future.

The goal of living the ideal life, or transforming one’s lifestyle, is not merely conceptual for Bryan. His own personal journey has seen him go from weighing 400 pounds to completing several marathons and an IronMan Triathlon. His personal experience guides his professional advice and provides perspective for those making important and transformative lifestyle decisions.

Bryan acts as Branch Manager and supervises nine Wealth Advisors. His registrations include: Series 6, Series 7, Series 24, Series 26, Series 51, Series 63, Series 65. He also holds California Insurance License #0B18778

(916) 438-6700

bryan@sutleywertzer.com

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Tiffany Wilkinson

Client Service Manager

Tiffany is a Client Service Manager with Sutley Wertzer. Her responsibilities consist of scheduling appointments, preparing paperwork and following up on your transactions as you move through the financial planning process. Should you have any questions about your financial planning process or transactions, feel free to give her a call! In addition to client servicing, Tiffany is Sutley Wertzer’s Event Coordinator and plans various client appreciation events throughout the year.

(916) 438-6700

tiffany@sutleywertzer.com

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Rich Thompson

Client Service Manager

As a Client Service Manager, Rich is responsible for scheduling appointments, preparing documents, and ensuring smooth transitions through the stages of the financial planning process. He must anticipate and respond to all client requests, while understanding client needs throughout the process. His organizational and customer service skills help make great experiences for Sutley Wertzer clients. His registrations include: Series 6 and Series 63. He also holds a California Insurance License.

(916) 438-6700

rich@sutleywertzer.com

Emily Houseman

Emily Houseman

Client Service Assistant

Emily welcomes clients by greeting and directing them appropriately either over the phone or in person. She helps us with our daily operations by maintaining continuity among work teams.

(916) 438-6700

emily@sutleywertzer.com

Our Other Professional Resources

Because your financial situation is often complex, Bryan and Steve typically work directly with other professionals to design and implement the strategies that will help you to achieve your goals. They rely on a network of professionals who provide technical advice as required.

The professionals Bryan and Steve work with include:

  • Estate Planning Attorney
  • Certified Public Accountant
  • Mortgage Broker
  • Real Estate (Commercial and Residential)
  • General Insurance