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.

Steve Sutley, AIF®

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 (a high 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

Bryan Wertzer, AIF®

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

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. Outside of Sutley Wertzer, she enjoys traveling with her husband and is always looking forward to adventures with their toddler.

(916) 438-6700

tiffany@sutleywertzer.com

Emily Houseman

Client Service Manager

As a client service manager, Emily is responsible for scheduling appointments, processing client paperwork, and ensuring all transactions are running smoothly. She has a Series 7 license and is able to answer any questions that you may have about the financial planning process. After work, she enjoys traveling and being outdoors with her husband and pup.

Lisa Yost

Client Service Manager

Lisa comes to our team with 36 years of industry experience. She began her career in the investment industry as the computer programmer at the home office of G.W. Story & Associates, Inc., a Sacramento broker-dealer in 1983. While working there she was given the opportunity to expand her knowledge and duties to include client servicing, order processing of general securities, stocks, bonds, annuities and insurance sales. She obtained her Series 7 license in 1988, her General Securities Principal license in 1989 and her Life, Health and Variable Contract Insurance license in 1991. Her current responsibilities include all aspects of client servicing and helping clients through the financial planning process. She is an admitted Sci-Fi fan and avid reader.

916-438-6700

lisa@sutleywertzer.com

Holly Baker

Director of First Impressions

Holly 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. Outside of Sutley Wertzer, she enjoys going to the beach and reading romance novels.

Putting Your Interests First

We believe in placing your best interests first.  Therefore, we are proud to commit to the following five fiduciary principles:

  • We will always put your best interests first.
  • We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
  • We will not mislead you; we will provide conspicuous, full and fair disclosure of all important facts.
  • We will avoid conflicts of interest.
  • We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

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