Meet Us
Private Wealth Management
Retirement Plan ConsultingĀ
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