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2050 Livernois Road, Suite B Troy, MI 48083

(248) 365-8822
peter.shunyia@lpl.com
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Who We Are

About Shunyia & Company
Professional | Friendly | Honest

Our Primary Purpose

At Shunyia & Company, we are driven by our client’s goals and dreams. We do not sell products; we provide strategies. Our clients never feel any pressure from us. We create an environment that is ethical, safe, and inviting. Our financial professionals are trustworthy, knowledgeable, and caring. We ensure our clients know how to pursue financial freedom on their way to and during retirement with professional experience.

Meet Our Team

Peter Shunyia, CFP®

Peter Shunyia, CFP®

President, Senior Wealth Advisor

(248) 365-8822

peter.shunyia@lpl.com

Peter Shunyia is President and Senior Wealth Advisor at Shunyia & Company Private Wealth Advisors. After obtaining his BBA from the University of Michigan, Peter received his Certified Financial Planner CFP ® designation. His...

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Misty Doucet, FPQP™

Misty Doucet, FPQP™

Client Service Specialist

(248) 485-8139

misty.l.doucet@lpl.com

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...

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Jackie Brundage

Jackie Brundage

Office Manager

(248) 498-4819

jackie.brundage@lpl.com

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...

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Our mission with every client is to provide confidential and objective, product-agnostic advice that turns financial problems into financial solutions.

Our Process

Our first meeting is all about getting to know you and analyzing your goals and objectives. There is no pressure on the client – ever.

  1. All About You – Our first meeting is designed to lay down the foundation of our potential relationship by getting to know who you are at your core. We figure out your goals and objectives and analyze them. There is no paperwork here. 
  2. Review – During our second meeting, we discuss our proposed plan, which we have devised between sessions. We rarely sign anything during this meeting. 
  3. Develop – Once we begin working together, we continue developing and solidifying your financial plan. You will have opportunities throughout to provide feedback and ask questions.
  4. Implement – We take a collaborative approach to our relationship going forward. When your life changes and grows, your financial plan grows with you.


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