Meet Our Team

SMS (916) 999-5794

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 graduate) and Gavin (a college sophomore), give him valuable perspective on the unique needs of people in various life stages.

Steve co-founded Sutley Wertzer in 2000. His registrations include Series 6, 7, 26, 63, and 65 licenses, as well as California Insurance License #0B28322.

SMS (916)-354-6745

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 four Wealth Advisors. His registrations include Series 6, 7, 24, 26, 51, 63, and 65 licenses, as well as California Insurance License #0B18778.

In her role as Sr. Client Service Manager, Tiffany expertly navigates various responsibilities, seamlessly managing client paperwork and ensuring the fluidity of transactions. Armed with over 15 years of experience in the financial services industry, her depth of knowledge allows her to adeptly address any questions you may have regarding the intricate financial process. 

Beyond her processional duties, Tiffany embraces a life rich in diverse experiences. Her love for exploration is evident in her passion for traveling, where she seeks to discover new horizons and cultures. Additionally, she channels her creativity into engaging DIY projects, showcasing a hands-on and imaginative side. She find immense joy in spending quality time with her husband and daughter, emphasizing a harmonious balance between professional commitment and personal fulfillment. This holistic approach to life underscores Tiffany's ability to bring a well-rounded and dedicated perspective to both her professional and personal sphere.

Sonsie oversees business operations and human resources, helping ensure exceptional support for both clients and team members. Her passion for helping families plan for the future is shaped by her own life experiences. Alongside her husband, she is raising three children and has served as a foster parent, hosted foreign exchange students, and cared for multiple family members through the later stages of life. These experiences have given her a deep appreciation for the importance of estate and financial planning and preparing families for life's transitions.

Sonsie holds a degree in Business Finance and is currently pursuing a master’s degree in Education and Social Justice. She brings a unique blend of financial expertise, leadership experience, and compassion to every client relationship. Outside of work and school, she enjoys spending time outdoors with her family—fishing, hiking, camping, gardening, and swimming. She is also a 200-hour certified yoga instructor with a passion for wellness, and balanced living.

As a member of the client service team, Doug works closely with clients and advisors to help ensure a smooth and efficient experience throughout every stage of the process. Doug assists with account administration, investment and retirement account transactions, client service requests, and ongoing account maintenance. He also coordinates with custodians, mutual fund companies, and insurance providers to help address client needs and facilitate timely processing of requests. His goal is to provide responsive, detail-oriented support so clients can feel confident that their financial affairs are being handled with care and professionalism.

Outside of the office, Doug is a proud father of two children, ages 13 and 15. Much of his family time is spent attending youth sporting events and cheering from the sidelines. He also enjoys firing up the barbecue and gathering with friends, as well as spending time at the beach with family and friends whenever the opportunity arises. These experiences help keep him grounded and reinforce the importance of relationships, community, and making the most of time with the people who matter most.

Venisha is the first person who warmly welcomes you to the office and promptly responds to your calls. As a recent graduate of UC Davis with a double degree in Communications and Economics- International Finance, Venisha brings a fresh perspective and a versatile skillset to her role. Her strong communication skills and genuine passion for helping others reflect her commitment to providing exceptional client service and creating a positive experience for every client she meets. Venisha is genuinely enthusiastic about assisting you with any questions, concerns, or appointment scheduling needs that may arise during your financial journey.

Beyond her professional pursuits, Venisha finds joy in outdoor adventures like hiking, traveling, gardening, and eating! Venisha's multifaceted approach to life not only showcases her commitment to professional growth but also highlights her vibrant and adventurous spirit outside the office.