Our Team - Operations

Suzanne Williamson, Vice President of Operations & Administration

Suzanne is responsible for overseeing our entire operations and administrative effort. She works with each of our team members to make sure our client's needs are being met.

Prior to joining Brouwer & Janachowski, Suzanne was Manager/Fund Relations at Charles Schwab & Co. In total, she spent nine years in increasingly responsible positions within the mutual fund group at Schwab. Before joining Schwab, she spent four years in mutual fund operations at Jack White & Co., which became part of the TD Waterhouse firm.

Suzanne graduated from San Diego State University with a Bachelor's degree in Social Science.

 

Margaret (Peggy) Hodel, CPA, Controller

Peggy is responsible for the firm's internal accounting and financial operations. Her duties include the preparation of financial statements, budgets, cash management, audits and client billings.

Prior to joining Brouwer and Janachowski, LLC, Peggy was a Senior Manager with The Siegfried Group, a nationwide accounting consulting company and a Senior Auditor with Deloitte & Touche LLP in San Francisco.

Peggy graduated with a Bachelors degree in Mathematics from Dominican University and studied accounting at Sonoma State University. She is a Certified Public Accountant, and a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of CPA's. In her spare time, Peggy is an avid tennis player and a member of Marin Tennis Club.

 

David Scuitto, Client Relations Specialist

Dave is a member of our Client Services team. Dave works with both new and existing clients, helping with questions and requests clients have regarding their portfolio, custodian statement, or any other issue relating to their account. Dave works closely with our Financial Advisors to obtain important information from our clients to best serve them.

Prior to joining Brouwer & Janachowski, Dave served as a Financial Representative in several financial service firms over the last 9 years, including LPL Financial Services and CUNA Brokerage Services.

Dave graduated from the University of California at Davis with a Bachelors’ degree in Managerial Economics. Dave has completed the education requirement towards the Certified Financial Planner™ designation.

 

Shelley Adair, Client Relations Specialist

Shelley is a member of our Client Services team. Shelley works with both new and existing clients, helping with questions and requests clients have regarding their portfolio, custodian statement, or any other issue relating to their account. Shelley works closely with our Financial Advisors to obtain important information from our clients to best serve them.

Prior to joining Brouwer & Janachowski, Shelley served as a Sales Assistant at Smith Barney in San Francisco for 10 years. She held a Series 7 and 63 license while working for Smith Barney.

Shelley attended Sonoma State University with her main focus on studies in Psychology.