Shunyia & Company was born from the desire to find a NEW way to help clients improve and organize their financial lives into an easy to understand interactive format. We are an independent firm that is committed to helping clients solve their complex financial goals.
We have developed a process for a select group of successful business owners and professionals, who among other things, aspire to a work-optional lifestyle. They want to secure their family investment legacy and look to the future with anticipation, not apprehension. Our process, The Headwaters FORMula, puts all the pieces of the financial puzzle together as your life unfolds and your needs evolve.
The clients we work with have specific needs now and in the future that are aligned with our expertise and our process. Through our process and philosophy, we strive to provide exceptional service to many generations of your family.
Peter Shunyia, CFP®
President, Senior Wealth Advisor
Peter Shunyia is President and Senior Wealth Advisor at Shunyia & Co. Private Wealth Advisors. His experience in the financial services industry includes spending a combined 20 years at Merrill Lynch and Morgan Stanley as a financial...
Misty Doucet, FPQP™
Client Service Specialist
Misty brings over ten years of client service experience in the area of financial services and has completed the Registered Paraplanner course of study encompassing the financial planning process and the disciplines of financial...
Jackie Brundage
Office Manager
Jackie brings more than fifteen years of financial services industry experience to her role as office manager. She provides administrative and advisor support services and operational oversight, helping to ensure a consistently...