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^® certification (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.

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.

Megan Ibrahimi is a Senior Registered Associate with D.A. Davidson, where she supports the day-to-day operations of Rustik Wealth Management. She works closely with Steve and Brad to help deliver consistent, high-quality client service, with an emphasis on timely and clear communication.

Megan joined D.A. Davidson in 2017 and became part of Rustik Wealth Management in 2026. She brings more than a decade of experience in the financial services industry, with a background spanning both client service and advisor roles. She also holds her Series 7 and 66 licenses.

Megan was born and raised in the Greater Seattle area and earned her Bachelor of Business Administration from the University of Washington, with concentrations in Accounting and Finance.

Outside of work, Megan enjoys spending time with her husband, Hares, and their son, Aiden, as well as traveling and going to the movies.