Meet Us
Meet Our Staff
MBA’s, CFP’s, AIF’s and VIP’s
We’ve got so many abbreviations to our names that our hands cramp up just writing our signatures. And all that translates into decades of experience going to work for you. When we’re not working, we are the people who step forward when someone needs help. We’re on boards, we coach, we volunteer and we strive to raise everyone up around us. People like you.
Susan Stiles
President and Founder
CFP®, ChFC®, AIf®, CPFA™, MBA
Tina Newman
Client Relationship Manager
Brent Atherton
Private Wealth Manager
CFP® , AAMS®, Aif®
Cyrus Simmonds
Associate Financial Planner
PAUL TICHY
Portfolio Manager
AIF®, MBA
JANET L. GARDIN
Office Administrator
MARK GIERACH
Investment Strategist & Portfolio Manager
MBA, AIF
Glenn Gray
Digital Brand Connector
Kristine Iten
Retirement Plan Consultant
AIF®, CPFA™, AAMS®
Megan Raun
Assistant Office Manager
John Stone
Sr Private Wealth Manager