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