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Meet Us 

Private Wealth Management

Retirement Plan Consulting 

Institutional Portfolio Services

Meet Our Staff

Susan Stiles

Susan Stiles

President and Founder

PAIUL TICHY

PAIUL TICHY

Investment Research Analyst & Portfolio Manager

MARK GIERACH

MARK GIERACH

Investment Strategist & Portfolio Manager

Kristine Iten

Kristine Iten

Retirement Plan Specialist

CYRUS SIMMONDS

CYRUS SIMMONDS

Associate Financial Planner

TINA NEWMAN

TINA NEWMAN

Client Relationship Manager

William Pappas

William Pappas

Operations, Technology & Compliance Manager

Janet L. Gardin

Janet L. Gardin

Office Administrator

Kaylin Eidsness

Kaylin Eidsness

Marketing & Communications Manager