Meet Us
Private Wealth Management
Retirement Plan Consulting
Institutional Portfolio Services
Meet Our Staff
Susan Stiles
President and Founder
Brent Atherton
Private Wealth Manager
Cyrus Simmonds
Associate Financial Planner
Kaylin Eidsness
Marketing & Communications Manager
PAUL TICHY
Investment Research Analyst & Portfolio Manager
Kristine Iten
Retirement Plan Consultant
WILLIAM PAPPAS
Operations, Technology & Compliance Manager
Glenn Gray
Digital Brand Connector
MARK GIERACH
Investment Strategist & Portfolio Manager
Tina Newman
Client Relationship Manager
JANET L. GARDIN
Office Administrator