Meet Us
Meet Our Staff

Susan Stiles
President and Founder
CFP®, ChFC®, AIf®, CPFA™, MBA

Brent Atherton
Private Wealth Manager
CFP® , AAMS®, Aif®

Cyrus Simmonds
Associate Financial Planner

Kaylin Eidsness
Marketing & Communications Manager

PAUL TICHY
Portfolio Manager
AIF®, MBA

Kristine Iten
Retirement Plan Consultant
AIF®, CPFA™, AAMS®

WILLIAM PAPPAS
Operations, Technology & Compliance Manager

Glenn Gray
Digital Brand Connector

MARK GIERACH
Investment Strategist & Portfolio Manager
MBA

Tina Newman
Client Relationship Manager

JANET L. GARDIN
Office Administrator