Choosing a Trustworthy Advisor
Sarah Gibbs joined the company at the time of its founding in 2017. Sarah has over 40 years in the financial industry and received her Series 7 & 63 security licenses in 2001. She started her career at Bank of America where she held a variety of positions during her 32 year long tenure, the last 16 of which were spent in the investment division. In addition to her operational and administrative roles at Mustang Private Wealth, Sarah has also planned many successful client events at some of the most beautiful venues on the central coast. Now, as our team expands, Sarah is stepping into more of a managerial role to make sure all aspects of the business run smoothly. Sarah strives to provide exceptional assistance to all our clients and considers building relationships her favorite part of her job.
On weekends I can be found… enjoying the outdoors!
If I could share a meal with any important figure—historical or current—it would be… my dad; he was a WWII vet and passed away when I was young. I would love to hear more about his life.
My favorite pastime is… hiking, and listening to live music under the sun.
The accomplishment I am most proud of is… raising my two successful sons!!
Sheryl Huffman is an Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions. Sheryl is an experienced administrative assistant with over 25 years in the financial services industry. Prior to joining LPL, she worked for AIG and UBS. She held a California Life and Health insurance license for 17 years. She has specialized in operations, management, compliance, licensing and contracting, office administration training, and tax preparation. Sheryl graduated from the University of Colorado with a bachelor of arts degree in Psychology and Art History. Her favorite part of working with Mustang Private Wealth is assisting clients through creative problem solving, and equipping them with knowledge about their accounts.
On weekends I can be found… shopping, getting my hair and nails done, or spending time at my mom’s house.
If I could share a meal with any important figure—historical or current—it would be… Jesus Christ.
My favorite pastime is… Netflix.
The accomplishment I am most proud of is… purchasing my condo!
Retired Legacy Advisor
Barbara Steveson retired in December of 2018, following a 33 year long career as a Financial Advisor, CFP®. Barbara still maintains close personal relationships with many of her former clients and is an active member of multiple local non-profit organizations including AAUW and Minerva Club. She enjoys spending time outdoors, reading with her fiction and nonfiction book groups, cooking, visiting her family, and traveling with her two grandchildren.
Barbara is no longer affiliated with Mustang Private Wealth or LPL Financial.
Adriana Giacoletti-Crandall joined the company in February 2021. After studying English and Theology at Biola University, she graduated with her Master of Arts in English from California Polytechnic State University, San Luis Obispo. With a background in fundraising, communication, and administration, Adriana most recently worked as an adjunct professor teaching Writing and Rhetoric to first year students at Cal Poly. As a Client Services Assistant, Adriana is responsible for operational and administrative functions, as well as overseeing the team’s marketing and communication needs. Her favorite part of working for Mustang Private Wealth is being a part of a tight knit team and community of clients.