Who We Are

 

 

John N. Marcheso, CLU®, ChFC®, / Founding Partner

With over 30 years of experience and service to the Inland Empire, John understands the financial challenges most individuals and businesses face today and works diligently to research and provide the right solutions for them. As the Founding Partner of the firm, John truly enjoys helping his clients develop and implement plans to meet their financial goals and leave a lasting legacy for generations to come. 

John has been highly recognized throughout his career since starting in the business in 1985. He earned the "Lifetime National Quality Award" for his dedication and specialty in finding solutions for individual clients and businesses through the use of advanced planning and life insurance.

John earned the Chartered Life Underwriter (CLU®) and a Chartered Financial Consultant ( ChFC®) designations from the American College in Bryn Mawr, Pennsylvania. He received his undergraduate degree in Business & Economics from Ricker College in Holton, Maine and later earned his MBA at Rutgers University. John is most proud of the family and team environment he has created and the ability for the firm to serve our clients and community honorably for over three decades.

 

Jerry Hunsanger / Founding Partner (Hunsanger Financial Services)

Jerry is a financial advisor and founder of Hunsanger Financial Services, a Wealth Management firm for high-net-worth clients that merged with Marcheso & Associates Wealth Management in 2021. Jerry has more than 20 years of experience within the financial services industry.

Jerry began his management career in the Office Equipment Industry, where he held various positions including that of Southwest Regional Sales Manager for Canon USA in Dallas, TX. He also held positions with Canon as Executive Vice President and President for Ambassador Office Equipment, a wholly owned subsidiary of Canon USA in Chicago. There he won numerous awards from Canon for Growth and Financial Control, served on the Board of Executive Advisors for Northern Illinois University and was named in the Who's Who in American Business.

Jerry began his financial services career as Vice President of Institutional Marketing at NSA Securities in Chicago. Jerry moved to the Northwest in 2004, where he was a financial advisor at Merrill Lynch in Spokane and later for Sterling Bank, covering nine Washington and Idaho branch locations.

He enjoys several hobbies, including wildlife photography, boating and showing muscle cars at local shows in the Spokane and Coeur d' Alene area. Jerry resides in Spokane with Kathy Piper and their Golden Retriever, Missy.


Todd Halterman / Managing Partner

Todd spent his youth as a firefighter and paramedic and served in the US Navy during Operation Desert Storm and Desert Strike. He knew how to run into burning buildings and save people, but he didn't know how to protect his own grandmothers from financial risk when their spouses died. “I was totally stunned that the systems that should have been protecting them did nothing of the sort. I spent the next two years trying to help my grandmothers get their lives back on track.”

What Todd learned would eventually bring him into the business of protecting families – their way of life, their values and their legacies – so that what happened to his family wouldn't happen to others. Over the last two decades, Todd has built one of the largest private wealth management firms in the country. As the founding partner of Pacific Crest Planning, with more than $400 million in assets under management, he's worked to develop top-performing wealth management systems and is a nationally noted financial expert, speaker, strategic business planner and nonprofit consultant.

Todd is now getting back to his hometown roots, so to speak, focusing on teaching, coaching and counseling – including how to “disinherit the IRS” through investment strategies and help families be remembered for their values and their legacies, not just their money.


John Adams, CFP®, CDFA® / Managing Partner

John has worked within the financial services industry since 2000 having served in various executive and management roles during his tenure. Prior to becoming a financial advisor, John served as a Sergeant and infantry Squad Leader in the United States Marine Corps and was stationed at Camp Pendleton as a member of the prestigious 1st Battalion, 1st Marines.

John has a passion for serving others and was previously on the Board of Directors for The Joyful Foundation, a non-profit organization that creates hand-made blankets for those faced with long-term medical treatments, chemotherapy, renal dialysis, as well as victims of spousal abuse and their children. John currently assists in raising donations for The Shamrock Rescue Foundation which saves and rescues dogs and other animals who are in urgent need of medical care and in danger of being put to death.

John received his Bachelor of Science Degree in Business Marketing and currently holds the CFP® and CDFA® designation and the Series 6, 7, 24, 63, 66, 99 and various state insurance licenses. John's greatest accomplishment is raising his three children through faith and he enjoys spending time with his wife exploring the great outdoors.


Tucker Marcheso / Registered Representative

Tucker has worked with his father, John Marcheso, for a myriad of years learning the financial business inside and out. Tucker grew up in Coeur d'Alene before he joined the United States Marine Corps in 1994.  Upon honorable discharge, he lived around the world spreading his entrepreneurial wings.

Tucker is very active in the community and does extensive charitable work locally to help feed those in need. When not working, you can usually find him in a garden somewhere or volunteering with educational programs at one of the local schools.  Being passionate about the environment, he likes to offer environmentally conscious investment options and prides himself on being a "green" advisor.

Tucker focuses his business primarily on Medicare, long-term care, annuities, life insurance, tax-efficient investing, and legacy planning.


Tarie Zimmerman / Financial Advisor

Tarie's early career years were spent in Aerospace Engineering with a large Fortune 500 company located in Phoenix, Arizona. She stepped away from an engineering profession to raise a family. During this time she volunteered in multiple community organizations, managed her children's sports teams, and owned a small business. Becoming an empty nester, Tarie decided to take her passion for investing and finance to the next level. Tarie returned to college and earned her Bachelor's Degree in business and finance, graduating Summa Cum Laude.

She re-established her professional career as a licensed financial planner, advisor and insurance professional and joined the firm in 2017. Tarie uses her innate knowledge and expertise in money management to develop unique strategies which enables her clients to achieve their individual financial goals. She believes communication is an important part of being a financial advisor and is always available to her clients. Her goal is to give each client the comfort and security that their financial investments are personally managed by a passionate advocate who is always there to help them with their financial needs and goals.


Cortino Garcia / Financial Advisor

The Olympic moto, “Faster, Higher, Stronger”, has long been Cortino's personal mantra. First it was in the world of sport as an elite triathlete and then as a coach of endurance athletes. Cortino relocated to Idaho with his family in 2012 and deployed his ideology of coaching and teaching into the world of financial planning. Cortino works with his clients to implement high-confidence plans with strong financial foundations. He believes that every individual and business owner should have the opportunity to maximize their hard-earned dollars, while utilizing tax-advantageous strategies to their benefit.

Cortino believes strongly in faith, family, education, fitness, and in giving back to others who are in need. He proudly helped rescue the Idaho Hispanic Chamber of Commerce to a sound financial footing and was instrumental in the creation of the non-profit arm of that organization, The Idaho Hispanic Foundation. The foundation's mission is to pursue charitable and community development initiatives such as the Idaho Women's Business Development Center. Cortino is also an avid volunteer in his church and at his children's school, and helps organize and direct annual community cycling events.

Cortino can often be found outdoors riding bikes, running, hiking, or gardening. He loves to read, laugh, and travel with his beautiful wife and three children. His family is the underlying reason he seeks to establish and maintain long-term relationships with his clients – so that he can teach by example the importance of building a business that places his client's needs first.


Peter Wierenga / Financial Advisor

Peter has been in the financial services industry since 2001 when he finished his training with Morgan Stanley at the World Trade Center in New York City just three months before 9/11. Having started his career during such an unprecedented event along with the 2001 recession, Peter learned how important it was to best serve his clients in the midst of a very tumultuous time in the economy.

Peter currently holds the Series 7, 31, 63, 65 and various state insurance licenses. Prior to becoming a financial advisor, in the 1980's Peter started the first desktop publishing business in Idaho and spent many years in real estate development as well as residential, commercial and business brokerage. Peter also served a very rewarding and fulfilling stint on the pastoral staff of a large community church in Boise.

Peter has been married for over 40 years to a saint, which is evident because she has stuck with him all this time. Together they built great memories raising a family of 5 children. In his spare time, he enjoys a number of shooting disciplines, watching movies, New Testament translation work, and playing golf with his grandsons.


Ryan Halterman / Director of Marketing & Planning

Ryan has spent his life surrounded by the financial services industry learning from his father Todd Halterman along the way. Ryan grew up in Tri-Cities, Washington until he decided to attend Eastern Washington University in which he graduated in 2019 with a Bachelor of Arts in Finance.

Ryan worked for the university where he helped develop and run the EWU Center for Entrepreneurship which won numerous awards for best upcoming program in the nation. Ryan's time spent in the Center for Entrepreneurship has provided him with the tools to help create business plans for people's lives helping them with their life goals.

Ryan joined the financial services industry immediately out of college which has led him to joining Marcheso & Associates Wealth Management in 2021. Ryan is focused on educating families and business owners on holistic financial planning as well as helping the firm with its marketing and technology systems. He is currently pursuing his Certified Financial Planner designation.

In his free time, he likes to play on Lake Coeur d'Alene with family, help support his alma mater, and vacation. Ryan also has a big passion for Health and fitness.


Dennis Nel / Operations Associate

Dennis's family escaped the Cambodian genocide in 1975 and was rescued by a Christian church from Portland, OR. After High school, he enlisted into the active-duty Army in 2008 and went overseas to South Korea. Motivated to pursue his education, he transferred into the Army reserves at Fairchild, AFB, Spokane, WA in a medical unit as a Respiratory Therapist working alongside Doctors and Nurses. He earned his Bachelor's degree in Business Management and is pursuing a Master's in Leadership & Communication at Eastern Washington University. 

As the newest member of our family, Dennis is our "Director of First Impressions" as he answers calls, greets guests, and assists with client requests. He is also responsible for coordinating schedules and meetings between internal and external departments, and assisting with the every-day functions of our office. 

Dennis has served over 13 years in the U.S. Army and is proud to be an American Soldier. He is also proud to be a loving son, brother, uncle, and friend. He loves spending time with his mom, dad, and three younger siblings. His passion is becoming the greatest version of himself and helping others do the same.


Brianna Adams / Marketing Associate

Brianna serves as a Marketing Associate for the firm. Her primary responsibilities include managing marketing projects, social media posts, website updates and helping maintain communication with clients to insure their needs are met and they are updated with important information.

Brianna has over 12 years of administrative, marketing and accounting experience in which she utilizes to help our clients to become more involved and aware of firm initiatives and communications. In her free-time she enjoys working out, hiking, traveling and donating her time to various charities and churches to help those who are in need.