Meet Us
Meet Our Staff
Susan Stiles
President and Founder
CFP®, ChFC®, AIf®, CPFA™, MBA
John Stone
Sr Private Wealth Manager
Brent Atherton
Private Wealth Manager
CFP® , AAMS®, Aif®
Tina Newman
Client Relationship Manager
PAUL TICHY
Portfolio Manager
AIF®, MBA
Cyrus Simmonds
Associate Financial Planner
MARK GIERACH
Investment Strategist & Portfolio Manager
MBA, AIF
JANET L. GARDIN
Office Administrator
Kristine Iten
Retirement Plan Consultant
AIF®, CPFA™, AAMS®
Glenn Gray
Digital Brand Connector