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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

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Russell S

Series 63, Series 65

New York, NY

Crews & Associates, inc.

Russell Stoever is a financial advisor at Crews & Associates, Inc. with 50 years of industry experience. He has held advisory roles at Stoever, Glass & Company Inc. and its related entities since 1971. Stoever also serves as a director of Tridan Corp., an investment company, where he contributes to investment strategy decisions quarterly. Crews & Associates, Inc. manages approximately $149.4 million in assets on a non-discretionary basis and offers wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base, including individuals, trusts, nonprofits, and institutions. The firm employs a multi-disciplinary investment process and uses risk assessment tools to tailor portfolios across a range of risk tolerances.

Wealth management Passive / index investing
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