Meet Us
Private Wealth Management
Retirement Plan Consulting
Institutional Portfolio Services
Meet Our Staff
Susan Stiles
President and Founder
PAUL TICHY
Investment Research Analyst & Portfolio Manager
MARK GIERACH
Investment Strategist & Portfolio Manager
Kristine Iten
Retirement Plan Specialist
CYRUS SIMMONDS
Associate Financial Planner
TINA NEWMAN
Client Relationship Manager
William Pappas
Operations, Technology & Compliance Manager
Janet L. Gardin
Office Administrator
Kaylin Eidsness
Marketing & Communications Manager
Brent Atherton
Private Wealth Manager
Glenn Gray
Digital Brand Connector
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