Meet Us

Private Wealth Management

Retirement Plan ConsultingĀ 

Institutional Portfolio Services

Meet Our Staff

Susan Stiles

Susan Stiles

President and Founder

Brent Atherton

Brent Atherton

Private Wealth Manager

Cyrus Simmonds

Cyrus Simmonds

Associate Financial Planner

Kaylin Eidsness

Kaylin Eidsness

Marketing & Communications Manager

PAUL TICHY

PAUL TICHY

Investment Research Analyst & Portfolio Manager

Kristine Iten

Kristine Iten

Retirement Plan Consultant

WILLIAM PAPPAS

WILLIAM PAPPAS

Operations, Technology & Compliance Manager

Glenn Gray

Glenn Gray

Digital Brand Connector

MARK GIERACH

MARK GIERACH

Investment Strategist & Portfolio Manager

Tina Newman

Tina Newman

Client Relationship Manager

JANET L. GARDIN

JANET L. GARDIN

Office Administrator