Meet The Team

Richard Tschetter

Principal
Dick was raised in a small South Dakota town, where he learned the value of hard work, high ethical standards and serving others. He earned a degree in political science and an MBA from the University of South Dakota after serving as an officer in Vietnam. Dick’s work ethic is evident in his personal life with his involvement in the Tschetter Foundation, serving underprivileged youth, and volunteering in Young Life and United Way. His wife, Marlene, and he enjoy spending time with family and grandchildren as well as golfing, hunting, fishing and traveling.

David Tschetter, CWS®

Principal, Certified Wealth Strategist®

As our Certified Wealth Strategist®, David plays an instrumental role in developing and implementing financial plans designed to address clients’ complex wealth issues.

David earned his bachelor's degree in business administration, with an emphasis in marketing from the University of San Diego's School of Business Administration. In his commitment to continued education and professional development, David received his Certified Wealth Strategist® designation in 2013.

Outside of the office, David takes pride in his active volunteerism, serving at the Union Gospel Mission and working with other non-profit and charitable organizations within the community. He enjoys reading, golfing, cycling, and the understanding and implementation of optimal nutrition.

Dustin Brumbaugh, CFA®

Principal, Chartered Financial Analyst®
Before joining Tschetter Wealth Advisors, Dustin was the Senior Vice President, Director of IIG Research where he and his team provided equity research and updates, portfolio analysis tools, and model portfolios of recommended equities to Financial Advisors of our firm and their clients, including individual investors and their families, businesses and non-profits. His focus was on developing multiple channels for distribution of research for D.A. Davidson. Dustin has spent the vast majority of his career in a similar capacity, including 10 years providing equity recommendations as a Senior Equity Analyst for Ragen MacKenzie. More recently, he was Director of Research and Equity Focus List Manager at E.K. Riley Investments. He is a graduate of the University of Washington with a degree in business administration and holds the Chartered Financial Analyst® (CFA®) designation.

Sheryl Archer

Associate
Sheryl has a bachelor’s degree in political science from University of Wisconsin-Milwaukee. She has over 30 years of experience in this industry, holds several securities licenses and has experience with both client service and investment management. Sheryl lives in Bellevue and has two adult sons. She has several hobbies: cooking, reading, knitting, but her biggest passion is travel.

Kimberly Potterfield

Associate
Kimberly’s passion for helping people is paired with a strong base of knowledge - as she has experience in securities, insurance, and financial planning. She holds several licenses and has a bachelor’s degree and an MBA. In her free time she enjoys reading, cooking, camping, and taking on endless hobbies.

Contact

  • Phone:
    (425) 998-9960
  • E-Mail:
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Clients

Tschetter Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Tschetter Wealth Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.
No advice may be rendered by Tschetter Wealth Advisors unless a client service agreement is in place.

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