About Our Team

Steve Rustik, CFP®
Senior Vice President, Financial Advisor 

Everyone has goals and challenges that are unique to them. Steve Rustik leverages his knowledge, experience and disciplined planning process to connect with each of his clients, helping them define their own vision of what they want to accomplish, and then developing a path to achieve it.

“No battle plan survives contact with the enemy.” –Helmuth von Moltke

Life can sometimes throw us unexpected challenges, so Steve and his clients periodically review their progress and make adjustments accordingly to stay on track. Steve loves educating his clients about their money and their options. He considers himself a coach, sounding board, and planner involving all things financial.

Steve entered the financial planning industry in 2000 after a successful management career at United Parcel Services (UPS). Steve believes his previous experience helped him develop the leadership, discipline, and analytical fortitude required for his career as a financial planner.

Steve holds a Bachelor's Degree in Business Administration from the University of Washington (1989), a Master's in Business Administration from the University of Phoenix (2001) and a CERTIFIED FINANCIAL PLANNER™ designation (2006). 

When he's not helping his clients, Steve enjoys training for marathons, playing video games, spoiling his rescue dogs, Dozer and Dezi, and cheering on the Seattle Seahawks. 

CA Ins. Lic# 0D03621

Brad Rustik, CFP®
Financial Advisor

Brad entered the financial planning industry in 2017 upon completing his Bachelor's Degree in Business Administration from Gonzaga University (2017).

Brad is passionate about going above and beyond to understand his clients' goals and aspirations and passing along his knowledge of financial planning. Inspired by the late John Bogle, Brad spent his formative years working in Scottsdale, Arizona, as a broker with Vanguard. Brad believes his previous experience helped him develop the discipline, compassion, and responsibility required to lead households to financial independence.

Brad joined D.A. Davidson in 2020 and also carries a CERTIFIED FINANCIAL PLANNER™ designation (2020).

Brad is excited to rejoin the community he grew up in armed with the knowledge that he can make a difference in others' lives.

When he's not helping clients, Brad enjoys playing soccer, rugby, and cheering on Gonzaga Basketball. 

CA Ins. Lic# 4105027


Susann Joo, FPQP™
Senior Registered Associate

Susann is a Senior Registered Associate with D.A. Davidson, responsible for supporting the day-to-day business operations of Rustik Wealth Management. Susann works directly with Steve and Brad, providing excellent customer service, prompt and regular communication, and support to clients we service. Highly capable, her career path boasts an impressive breadth and depth of experience in marketing, sales, project management, and administration for three global companies. A Pacific Northwest native, Susann held positions in Seattle, Boston, Los Angeles, and New York prior to returning to her hometown. She attended Seattle Pacific University and the Fashion Institute of Technology in New York.

“We are what we repeatedly do. Excellence, therefore, is not an act but a habit.” –Aristotle

Susann joined D.A. Davidson in 2008 and also carries a FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ designation.

Besides Susann being passionate about her work and interaction with our clients, she enjoys spending quality time with her family, cooking, and spending time with friends.