Meet Our Team

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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 2023 college freshman), 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.

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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.

Pascale, the Vice President of Operations and Client Service, plays a pivotal role in overseeing the intricacies of daily operations, client service processes, and human resources. Should you find yourself with any inquiries regarding your financial processes or transactions, do not hesitate to reach out to her; she is readily available to provide assistance.

Beyond her responsibilities in operations and client service, Pascale dedicates her efforts to curating a positive client experience by organizing a variety of client appreciation events throughout the year. Her commitment to both the efficiency of operational functions and fostering client relationships showcase her dedication to ensuring a seamless and enjoyable experience for all involved. Outside of the office, she finds joy in spending time with friends and family, relishing moments walking her dog, and exploring new culinary delights at the latest restaurants in the area.

With and impressive 40 years of industry experience, Lisa's journey in the investment realm began as a computer programmer at the home office of G.W. Story & Associates, Inc., a Sacramento broker-deal, in 1983. Over time, she seized the opportunity to broaden her scope, expanding her knowledge and responsibilities to encompass client services, as well as the processing of general securities, stocks, bonds, annuities, and insurance sales.

Armed with a Series 7 and 24 license, along with a California Insurance license, Lisa's professional landscape spans various facets of the financial domain. Her role entails overseeing all aspects of client services and guiding clients through the intricacies of the financial process. Additionally, she manages the processing of investment orders for all branch representatives. Beyond her remarkable financial acumen, Lisa is a devoted Sci-Fi enthusiast and an avid reader, finding joy in the imaginative realms of speculative fiction. Lisa also cherishes moments spent with her family, emphasizing a balanced and fulfilling life outside the corridors of the financial industry. 

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.

Emily is the cornerstone of many behind-the-scenes activities crucial to the seamless operations and compliance of the business. With meticulous care, she prepares documents for client appointments, guaranteeing a well-organized and efficient process for all involved. Maintaining her Series 7 license underscores her comprehensive understanding of financial intricacies, making her a valuable resource to the team.

Beyond the demands of her professional responsibilities, Emily embraces a fulfilling personal life. Her post-work hours are often dedicated to exploring new horizons through travel and relishing the beauty of the outdoors alongside her husband and three children. This balance between professional dedication and personal enjoyment characterizes Emily's commitment to created a harmonious and enriching experience for both her clients and herself.

Jack is the first person who warmly welcomes you to the office and promptly responds to your calls. As a recent graduate of San Diego State University with a degree in International Finance, Jack brings a fresh perspective and versatile skillset to his role. His experience in facilitating account transactions and handling general inquiries reflects his dedication to providing excellent client service. Jack is genuinely enthusiastic about assisting you with any questions, concerns, or appointment scheduling that may arise during your financial journey. 

Beyond his professional pursuits, Jack finds joy in outdoor adventures like hiking, displaying his musical talents by playing the guitar, and honing his gold swing. Jack's multifaceted approach to life not only showcase his commitment to professional growth but also highlights his vibrant and adventurous spirit outside the office.