Meet Us
Private Wealth Management
Retirement Plan ConsultingĀ
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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