1008 Carolan Ave.
Our mission is to empower people to maximize their financial potential and be the experienced financial partner they are looking for.
Financial planning is a journey, not a destination.
Our reasons for becoming financial professionals are deeply personal. We believe in the power of goal achievement and understand what it takes to pursue lofty goals. Helping people save time and put a process around their financial planning is how we help. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.
Tushar is responsible for financial planning and business development at Twin Peaks Wealth Advisors. He helps clients to outline a strategy to pursue their short and long-term financial goals. Specifically, he develops financial plans,...
Vishal is responsible for portfolio construction, relationship management, and enhancing the value that the firm delivers to its clients. He is a resource in regards to product education and helps clients understand when to use...
Sultan Beardsley is a Financial Advisor at Twin Peaks Wealth Advisors. He also heads up our business development initiatives and works on marketing efforts with prospective clients. Sultan started out in the financial industry as a...
Niki is responsible for all marketing initiatives and business development at Twin Peaks Wealth Advisors. She joined the team in May 2021, and and will develop and spearhead new initiatives for the firm. Prior to...
Chief Compliance Officer
Katrina Hermanson is the Chief Compliance Officer at the firm. She also supports the firm administratively with new account openings, account transfers, money transfers, and helps with client logins.Katrina started in the Financial...
Diane is the firm's lead administrative associate and helps with establishing new accounts, moving money, account transfers, administrative updates, and insurance case management.