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In us, you have a partner for life.

Since 2004, we’ve been dedicated to helping professionals and their families find financial success.

And as an independent firm, we enjoy having the freedom to work with you exactly as we see fit. Our approach? We place you first, always. Because of the level of detail and care we put into each personalized plan, you and your family remain at the forefront of our work.

We collaborate to serve you.

Meaning you’ll have our whole team putting our minds together to craft solutions, bounce ideas off one another, and be your support system. We believe that by combining our insight and experience, we can consider every option, nuance and perspective to offer the guidance that’s right for you. Working with us means you have an entire team of advocates by your side.



Meet the Team

Todd Pisarczyk, AAMS Photo
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Todd Pisarczyk, AAMS

President / Investment Consultant

Todd Pisarczyk

Todd Pisarczyk, AAMS

President / Investment Consultant

todd@sustainablewealthmgt.com

Schedule a meeting with Todd


Todd’s passion for investing goes way back. When he was just a middle schooler, his grandfather gave him shares of Roseville Telephone Company. He was instantly hooked. What started as a hobby grew into a career in 1999 when Todd began working as a financial advisor for a major brokerage firm. Todd’s passion led him to start his own practice in 2004, which eventually became Sustainable Wealth Management. 

Todd believes SWM’s difference lies in how the team regards their clients and the capabilities of the firm. “We deeply care about the wellbeing of our clients. We are able to offer the care and service of a boutique firm but through our relationship with Charles Schwab and other major investment firms.”

Todd most enjoys working with clients and making a difference in people’s lives by helping them with all things financial. Todd specializes in the areas of asset management, financial planning, retirement income planning and estate planning. And he’s in it for the long haul. As Todd puts it, “I now have my dream job. I truly can’t imagine doing anything else or wanting to do anything else.”

EDUCATION

  • B.S. in Business Administration, Washington State University, Magna Cum Laude
  • Series 7 and 66 securities licenses

TODD’S WORD TO THE WISE:

The very famous investor Warren Buffet said, “When the tide goes out, you can see who has been swimming naked.” It has so many applications to the way we run our business.

BACKGROUND:

Check Todd’s background on Investment Advisor Public Disclosure.

COMMUNITY INVOLVEMENT:

  • Finance Committee member at King's Way Christian Schools
  • Board Member for Clark County Fellowship of Christian Athletes
  • Head Baseball Coach at King's Way Christian High School
Linde Carroll, CFP®  Photo
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Linde Carroll, CFP®

Investment Consultant

Linde Carroll

Linde Carroll, CFP®

Investment Consultant


Schedule a meeting with Linde


Linde listens. She’s passionate about learning the unique stories of her clients and mapping out the best plan to achieve their dreams. For Linde, the fun’s in the challenge of putting together the pieces of the puzzle. She got her start in the investing world after beginning her tenure at SWM in Client Services. When the opportunity came to take her career to the next level, she jumped on it. 

Linde believes SWM is different because of the firm’s personalized and collaborative approach. “We truly aspire to serve the needs of our clients in every aspect and hope they see us as a partner in their financial journey. It’s a team effort and we work well together.”

Linde loves working with clients and families to help them reach their financial and retirement goals. She wants clients to know that SWM’s approach to wealth management isn’t like the movies you see about Wall Street. “We don’t spend every day trying to make a quick buck buying and selling positions. We believe in a disciplined approach using diversity and long-term investment strategies.” Linde’s focus is on serving clients in retirement planning and portfolio management.

EDUCATION

  • B.A. in Business Administration; German Minor, University of Montana
  • Series 7 and 66 securities licenses
  • CERTIFIED FINANCIAL PLANNER™ certification

LINDE’S WORD TO THE WISE:

Always look for ways to learn and be better at what you do. Be a lifelong learner.

BACKGROUND:

Check Linde’s background on Investment Advisor Public Disclosure.

COMMUNITY INVOLVEMENT:

  • Treasurer of Lakeshore Community Church
  • Volunteers with a variety of local charities and her daughter's high school Booster Club
Taylor Vilhauer Photo
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Taylor Vilhauer

Investment Consultant

Taylor Vilhauer

Taylor Vilhauer

Investment Consultant

taylor@sustainablewealthmgt.com

Schedule a meeting with Taylor


Taylor values real connections. He joined Sustainable Wealth Management because of the firm’s commitment to its clients and personalized approach to wealth management and financial planning.

He is passionate about helping individuals, families and businesses meet their financial goals. By listening to their concerns, learning what matters most to them, and guiding them in the right financial direction, Taylor guides his clients both now and throughout retirement. 

When he is not in the office, Taylor enjoys spending time with his wife and kids, playing golf, CrossFit, listening to music and savoring pizza. Taylor also enjoys giving back to the community he grew up in.

EDUCATION

  • B.A. in Social Sciences Washington State University
  • Chartered Retirement Planning Counselor (CRPC®)

TAYLOR’S WORD TO THE WISE:

“If you don’t know where you’re going, you might end up somewhere else.” -Yogi Berra

BACKGROUND:

Check Taylor’s background on Investment Advisor Public Disclosure.

COMMUNITY INVOLVEMENT:

  • Board of Directors for the Innovative Services NW
  • Local FAITH RXD chapter
  • Young Life Clark County
Justin Curtiss, J.D., CFP®  Photo
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Justin Curtiss, J.D., CFP®

Investment Consultant

Justin Curtiss

Justin Curtiss, J.D., CFP®

Investment Consultant

justin@sustainablewealthmgt.com

Schedule a meeting with Justin


Justin helps attorneys achieve their financial goals by providing efficient, competent and trustworthy advice and effectively managing their investments.

Efficient. As a former attorney, Justin knows you are focused on providing quality legal work for your clients and billing hours. Likewise, Justin provides financial advice that is thorough, yet concise. He manages your investments directly according to your needs and risk profile.

Competent. Legal analysis entails assessing the facts, providing the law, and applying the law to the facts. Attorneys scrutinize every detail and think of all possibilities. Justin strives to apply the same approach to his work as an investment consultant. He obtains all the facts, creates a detailed financial plan, and provides ongoing, proactive advice to see that you’re on track to meet your financial goals. 

Trustworthy. As an attorney, you understand the value of professional advice because you are giving it every day. You also know that all client relationships are built on trust. Similarly, Justin holds himself to the highest level of honesty and integrity. Just like you, he is a fiduciary committed to acting in your best interest.

Effective. Attorneys are often burdened with major school debt and may not have retirement planning support from their current law firm. Justin addresses these key issues by providing debt management advice and ensuring you are saving enough for retirement and invested appropriately. With the right investment management strategy, discipline and planning, Justin believes you are in the best position to achieve your financial goals. 

Outside of the office, Justin enjoys spending time with his wife, Anna, and their two children. An avid outdoorsman, Justin loves camping, backpacking, snowshoeing, snowboarding and long-distance running.

EDUCATION

  • B.A. in History and Biblical Studies, Multnomah University
  • J.D. Lewis & Clark Law School, Federal Taxation Certificate
  • CERTIFIED FINANCIAL PLANNER™ certification

JUSTIN’S WORD TO THE WISE:

Never settle.

BACKGROUND:

Check Justin’s background on Investment Advisor Public Disclosure.

COMMUNITY INVOLVEMENT:

  • Clark College Foundation Alumni Board Member
  • NW Villages Board Member
  • Foundation for Vancouver Public Schools Advisory Board Member
  • Legacy Health, Allied Professionals Council Member
  • Leadership Clark County, Class of 2018
Mara Masters Photo
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Mara Masters

Client Services Specialist

Mara Masters

Mara Masters

Client Services Specialist


Mara’s a people person. She cares about getting to know SWM’s clients, learning their likes and dislikes, and ultimately becoming their friend. This compassion for others and service also extends into her life outside the office—she frequently volunteers at her daughters’ school, church, and local community. Mara believes SWM’s difference comes from the people she works with. “Todd is an exceptional boss and my colleagues are exceptional people. I have never worked in such an open, comfortable environment before.”

Mara is passionate about working with the SWM team to help clients achieve their goals. In her spare time, she enjoys spending time with family, staying active, and supporting her kids’ activities. Mara handles all areas of client support and is dedicated to the service needs of SWM’s diverse group of clients.

EDUCATION

  • B.A. in Business Administration; emphasis in Human Resource Management, Western Washington University

MARA’S WORD TO THE WISE:

Value relationships over things.

COMMUNITY INVOLVEMENT:

  • Serves at Youth Group
  • Volunteers on her children’s cheer squad and sports team
Mats Nordgren Photo
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Mats Nordgren

Portfolio Administration

Mats Nordgren

Mats Nordgren

Portfolio Administration


Mats is passionate about integrity, which is why he was drawn to Sustainable Wealth Management in the first place.

Mats has been in the investment industry since 1997 trading equities and funds for wealth managers and mutual fund companies alike. He has worn many hats throughout his career, but the one constant has been his love of trading and all that entails.

In Mats’s opinion, SWM is different because “it’s small and intimate, with wonderful people.” Mats instantly loved SWM’s close-knit team and we have to say, the feeling’s mutual. Outside of work, Mats enjoys photography, waterfall hunting and unicycling and spending time with his wife and two sons.

EDUCATION

  • Attended Karlfeldtgymnasiet in Sweden and pursued a degree in Civil Engineering

MATS’ WORD TO THE WISE:

You can’t predict the future – don’t listen to Wall Street.

Anna Curtiss Photo
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Anna Curtiss

Client Services and Office Management

Anna Curtiss

Anna Curtiss

Client Services and Office Management


Ideas are easy, but execution is key. Anna ensures that the technical aspects of executing a plan from our end goes smoothly, striving to make your life as easy as possible. Her thoughtful, warm personality and attention to detail allows her to walk clients through the “nuts and bolts” of the onboarding process with ease. 

Moreover, she helps clients stay connected to their advisor and is there to answer any questions you may have. Her hard work and dedication to clients and our firm makes her a valuable part of our team. She is incredibly diligent and committed to ensuring clients have the best experience as possible. 

Outside of work, Anna enjoys camping, hiking and backpacking with her husband and two children. She also enjoys reading, watching movies and hanging out with friends and family. 

EDUCATION

  • Attended Portland State University

ANNA’S WORD TO THE WISE:

“Wherever there is a human being, there is an opportunity for kindness.” – Lucius Annaeus Seneca

COMMUNITY INVOLVEMENT:

  • Volunteers at her children’s school
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