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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.

Financial Success Vancouver, WA Sustainable Wealth Management

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.

We collaborate to serve you. Vancouver, WA Sustainable Wealth Management



Meet the Team

Todd Pisarczyk, AAMS Photo
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Todd Pisarczyk, AAMS

President / Investment Consultant

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
Kylie Hanna Photo
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Kylie Hanna

Client Services

Kylie Hanna  |  CLIENT SERVICES


Kylie Hanna  |  CLIENT SERVICES


WHO KYLIE IS: 

Kylie loves people and believes the best part of working in customer service is the opportunity to build relationships with different people from all walks of life. This pursuit of connection contributes to Kylie’s passion for helping our client family at SWM meet their goals. Kylie is a native of Vancouver and, after a couple brief stints living out of state, can’t imagine a better place to live than the Pacific Northwest.

WHAT SHE DOES IN HER SPARE TIME:

In her spare time, Kylie enjoys game nights with her family, cheering for the Blazers, and curling up on the couch with a good book and her dog, Benny.

EDUCATION: 

B.A. in English; emphasis in Professional Writing from Abilene Christian University

KYLIE'S WORD TO THE WISE:

“Do not spoil the wonder with haste.” – J.R.R. Tolkien

COMMUNITY INVOLVEMENT: 

Praise team at Vancouver Church of Christ


Aiden Pisarczyk Photo
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Aiden Pisarczyk

Social Media & Marketing Intern

Aiden Pisarczyk | SOCIAL MEDIA & MARKETING INTERN

 

WHO AIDEN IS: 

Aiden is a creative who loves finding the solutions to problems and working with others. Aiden was raised in Vancouver and attends George Fox University in Newberg, Oregon - pursuing a degree in Marketing. He loves to help SWM achieve their advertising and marketing goals, and finding new ways to represent the firm creatively. 

WHAT HE DOES IN HIS SPARE TIME: 

Aiden is a music artist and an athlete. He loves spending time with his friends and pursuing a side career in music. 

EDUCATION:

High School Degree; Pursuing a BA in Marketing at George Fox University

AIDEN'S WORD TO THE WISE: 

"If you work at something, you get better at it." -Matt Damon



Linde Carroll, CFP®  Photo
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Linde Carroll, CFP®

Investment Consultant

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, CRPC®  Photo
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Taylor Vilhauer, CRPC®

Investment Consultant

Taylor Vilhauer, CRPC®


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
Mara Masters Photo
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Mara Masters

Client Services Specialist

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
Taren Bennett Photo
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Taren Bennett

Client Services

Taren Bennett

Client Services


Taren is an analytical thinker. He enjoys knowing the “why” behind the process and discovering how to fix potential issues before they arise. He plans for the unexpected to ensure clients have a smooth experience at our firm. This preparedness is what drove Taren to serve in the US Army and Oregon National Guard for most of his career, and now guides his decision to pivot and focus on helping protect the financial wellbeing of our clients.

Taren believes that SWM stands out from other wealth management firms because “SWM is a small family that loves what they do and who they do it for.” He enjoys being part of a team that understands that the best way to advise a client is to genuinely know who they are and how we can help with their financial goals. Outside of the office, Taren enjoys spending time with his family, camping, fishing, and exploring the Pacific Northwest.

EDUCATION

  • B.B.A in Economics; University of Portland
  • M.S. in Finance; University of Portland

TAREN’S WORD TO THE WISE:

“Predicting rain doesn’t count, building the ark does.” — Warren Buffett

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