Private Wealth Management
Retirement Plan Consulting
Institutional Portfolio Services
Susan M Stiles
CFP®, ChFC®, AIF®, CPFA, MBA
President and Founder
Susan Stiles is the founder of Stiles Financial Services, Inc., an independent financial consulting firm based in Edina, Minnesota, that emphasizes custom portfolio management and holistic advice solutions. In addition to the wealth advisory practice, the firm specializes in advisory services to retirement and pension plans, providing in part, fiduciary oversight, investment monitoring, and participant financial education. Susan has been servicing clients since 1993. She has been regularly quoted in business and industry publications both locally and nationally. Her approach is education driven with an emphasis on implementing behavioral finance to achieve positive outcomes. In 2021, Susan was named a Top Women in Finance by Finance & Commerce.
She is an active member of a number of industry business associations including Financial Planning Association of MN, ASPPA (American Society of Pension Professionals & Actuaries), Financial Services Institute, PSCA (Plan Sponsor Council of America), NAPA (National Association of Plan Advisors) Investment Management Consultants Association, Midwest Pension Council, Edina Chamber of Commerce, Rotary Club of Edina and the Economic Club of Minnesota.
Susan has authored a variety of columns and articles over the years and has been retained for industry speaking engagements. “Be In the Know,” a monthly education webinar offers an opportunity to take a deep dive into a variety of financial topics.
Susan is a MBA graduate of the Johnson School of Business, Cornell University with a concentration in finance and accounting and has a BS from the School of Hotel Administration, Cornell University. Susan was active for many years as Chair of the Learning Center for Economics, a joint collaborative with the Minneapolis Public Schools, Federal Reserve Bank and Minnesota Council on Economic Education to support financial and economic literacy. Her passion for animals led her to join the board of MN SNAP (Minnesota Spay Neuter Assistance Program) where she has served Treasurer on the executive board. She is past President and Treasurer of the Minnesota Cornell Club and has been a CAAAN (Cornell Alumni Admissions Ambassador Network) volunteer for 20 plus years. Susan has always been a strong advocate of education and financial and economic literacy at all levels as a means to help individuals improve their lives, and works passionately toward the cause of improving the achievement gap, which led her to create the Stiles Financial Community Service Fund. Susan resides in Edina, Minnesota with her husband Jeffrey Robbins and their three dogs. Together they have four married adult children and two grandchildren.
Credentials: Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary (AIF®), Certified Financial Plan Advisor (CPFA), Master of Business Administration degree (MBA)
Insurance Licensure: Life and Health, Disability, and Long Term Care
Investment Research Analyst & Portfolio Manager
Paul joined SFSI in 2016 as an Investment Research Analyst & Portfolio Manager. With more than 30 years of experience in the financial services and asset management industries, Paul has provided planning and investment advice for high net worth individuals and their families, and helped multi-million dollar money managers and institutional investors with their portfolio decisions. At SFSI, he is responsible for researching and analyzing securities, helping to develop and build custom portfolios for new clients. He works closely with the entire team to develop strategies and portfolio recommendations for both individual and corporate clients of the firm.
Paul was most recently a Regional Vice President for Fisher Investments. Other prior employers included Merrill Lynch, Cowen & Company, Piper Jaffray, RBC/Dain Rauscher Wessels, and Anchor Bank. Paul enjoys working with clients and reviewing their current investment strategy. His background and experience allows Paul to help clients understand the multitude of options currently available to them and discern which may be best for them, given their personal goals and objectives.
Paul was born and raised in the Chicago area where he received his MBA in finance from DePaul University Kellstadt Graduate School of Business in Chicago, Illinois, and received his BA in economics from Northwestern University in Evanston, Illinois. He was a four year starting pitcher for the Northwestern University baseball team competing in the Big Ten at the Division I level. Paul was a recent President of the Northwestern University Alumni Club of the Twin Cities.
He lives in Orono with his wife, their three boys, and Bailey (their golden retriever). He is an active volunteer for youth baseball and football programs as a coach and a baseball association board member.
Investment Strategist & Portfolio Manager
Mark joined SFSI in 2022 as an Investment Strategist & Portfolio Manager. With more than 20 years of experience in financial services, he has worked with all major asset classes and has a keen sense of how they are interrelated. Throughout his career, Mark has focused on the quantitative side of security and portfolio analysis, especially in the area of risk management and derivatives. His work experience includes time spent at Northern Trust, Goldman Sachs, US Bank, Telluride Asset Management, and most recently, Bremer Bank. Additionally, Mark developed and ran his own investment advisory firm for close to 4 years.
Mark was born and raised in a northern suburb of Milwaukee. He received a BS in Business Management from Carroll University in Waukesha, WI and an MBA from the Carlson School of Management, University of MN. During graduate school, Mark was a member of the Carlson Funds Enterprise where he helped manage a bond fund as part of an experiential learning component to the program.
Mark lives in Edina with his wife and two boys. Mark enjoys coaching baseball for the Edina Baseball Association, golfing, snowboarding, and woodworking.
CPFATM AIF® AAMS®
Retirement Plan Specialist
Kristine began her career as a Trust Operations specialist working for a small trust company based in Sioux Falls and became the Operations Supervisor as the company grew. Most recently her role was a Retirement Plan Specialist where she focused her work on providing custom service for small companies to keep their retirement plans in compliance and work with the entrepreneurs to ensure their plans were structured to benefit the staff, ownership group, and company. Knowing her clients and their individual needs is what she prides herself on most.
She received a B.A. in English from the University of Minnesota with minors in Business and Music. She also holds Certified Plan Fiduciary Advisor, Accredited Asset Management Specialist and Accredited Investment Fiduciary designations. As a lifelong Twin Cities resident, Kristine loves the ever-changing seasons and finds ways to enjoy the weather year-round by playing sports, going on walks with her dog and fishing with her daughter. She also loves to cook, go to concerts, and travel with Montana being her favorite destination.
Cyrus S. Simmonds joined SFSI in 2021 as an Associate Financial Planner and brings with him four plus years of financial services industry experience. Prior to SFSI, Cyrus worked as a Financial Paraplanner with MRK Financial Solutions providing support to a team of financial professionals in areas of wealth management and financial planning. This included meeting preparation, trading, and help with quarterly performance reviews as a member of the investment committee. Prior to MRK, Cyrus was with Proviant group, a private wealth advisory practice of Ameriprise financial providing almost identical services.
Cyrus was born and raised in West Africa, Liberia. After graduating high school there, he immigrated to the United States along with his younger brother to reunite with his dad who had moved to the U.S. a decade prior.
Cyrus started school at Saint Cloud State University the following fall after arriving in the winter of 2010 and graduated with a bachelor’s degree in Finance in the fall of 2016.
He currently resides in Eden Prairie with his significant other and 2-year-old son. During his down time, he loves to play recreational basketball and get outside and enjoy the weather.
Cyrus gets a level of satisfaction from helping people achieve their financial goals and waking up every morning once they are retired with that peace of mind. Cyrus looks forward to meeting and building a relationship with the clients of Stiles Financial Services in the months and years to come.
Tina joined SFSI in 2014 as a Client Relationship Manager. With nearly 20 years of experience in the financial services industry, she provides ongoing client relationship interaction, onboarding of new clients, facilitates the client review process, and provides service for our Wealth Management division. Additionally, she also oversees our internal processes, licensing and registrations, and compliance.
Tina’s past experience includes Fortune Financial and BMO Harris Financial Advisors, where she spent over 14 years. In both firms she provided support to financial advisors in all areas of their businesses. This included client reviews, trading and reporting, purchase of insurance products, and coordination with broker/dealers. She has also enjoyed planning and facilitating client and prospect seminars. Tina is focused on delivering a high level of customer service and responsiveness to requests.
Born and raised in Minnesota, she crossed the border for her BS at South Dakota State University in Brookings. During that time she worked in the research lab for the veterinary science department. Following graduation she shifted her focus to banking and investments. Prior employers include Fidelity Investments, M&I/BMO Harris, and Fortune Financial.
Tina is married with three young daughters. She loves the outdoors and is active in her neighborhood community and local church.
Insurance Licensure: Life and Health
Operations, Technology & Compliance Manager
Will joined Stiles Financial Services as the Operations, Technology & Compliance Manager in 2021. He brings over seven years of corporate project management, business intelligence reporting, sensitive information data compliance, and internal business process documentation among many other business management tools including expert proficiency in Microsoft Excel. Prior to working for Stiles Financial Services, Will most recently worked as a Customer Experience Improvement Business Analyst local Twin Cities business Surescripts, the nation’s most trusted healthcare information network Prior to that, he worked for Ziegler Caterpillar in various capacities from Warranty Analyst to Marketing Customer Relationship Management. He enjoys applying his critical thinking skills professionally, and looks forward to finding innovative opportunities with his colleagues at Stiles Financial Services to enhance our clients experience.
Will is a Minnesota native and he graduated from Edina High School with honors, and went on to graduate from Hamline University in St. Paul, MN where he earned his B.A. in English. He continued his education at Southern New Hampshire University where he received his MBA with a certificate in Healthcare Management in Manchester, New Hampshire. Will’s educational and professional background has grounded him with an excellent foundation for business operations and compliance management. He has experience in data compliance, software administration management, and developing and implementing personnel training programs that will help Stiles Financial leverage all of the technology tools the firm is investing in to improve both internal business practices and ultimately our client’s customer experience.
Will is a long-time avid motorcycle rider of a Yamaha FZ8 and Yamaha Vino 125s, both owning and finding meditation in tinkering with and fixing motorcycles. Will has been very fortunate to be engaged in his Greek heritage by traveling to Greece on several occasions throughout his life. Most recently he and his wife took a cruise of a lifetime around many of the beautiful Greek islands. He is a foodie and home cook that is into smoking meats, vegetables and hot peppers; and dabbles in fermenting foods like hot peppers for hot sauce and kombucha. He is a nerd who enjoys many types of board games, yet also likes to watch sports like football and soccer. He enjoys fishing and bicycling outdoors, and spending quality time with friends, family and his dogs. Will resides in Bloomington with his wife and two Pomeranians.
Janet joined Stiles Financial Services Inc. as the Office Administrator, bringing 28 years of financial industry experience.
Janet was with Wells Fargo Advisors providing support to financial advisors in all areas of their business while building a reputation for providing excellent customer service. This included handling the administrative side of setting up new accounts, processing deliveries/payments, researching account problems and maintaining files to meet regulatory requirements.
Janet was born and raised in Minnesota. After High School graduation, she traveled Europe with her sister and family friends where they were fortunate to see many places. She went to Anoka Ramsey Community College for Business Management.
Janet lives in Roseville with her husband of 20 years and their two teenage girls and 2 dogs. She enjoys watching her girls play sports, swimming, and traveling.
Marketing & Communications Manager
Kaylin Eidsness joined Stiles Financial Services in 2020 as the Marketing & Communications Manager. Kaylin brings with her more than a decade of public relations, crisis communications, marketing and graphic design experience. Prior to working at Stiles Financial Services, Kaylin worked for the City of Edina as Senior Communications Coordinator. She enjoys applying her communications and marketing knowledge to the financial services industry.
Kaylin grew up in Stillwater, Minnesota and graduated from Saint Mary’s University in Winona, Minnesota with a bachelor’s degree in Public Relations and minor in Graphic Design. While in college Kaylin studied abroad in Florence, Italy. Kaylin is an active member of the Rotary Club of Edina, Edina Chamber of Commerce and sits on the executive board of the Edina Crime Prevention Fund and Edina Fall Into The Arts Festival planning committee.
She lives in an old house with her husband and their three young children. In her free time Kaylin enjoys cooking and baking, gardening and Pilates. She loves touring houses, interior design, traveling and all things history.
Kaylin enjoys getting to know the clients of Stiles Financial Services and helping to plan the fun and educational events that Stiles Financial Services has built a reputation of hosting!