Meet Us

Meet Our Staff

Susan Stiles

Susan Stiles

President and Founder

CFP®, ChFC®, AIf®, CPFA™, MBA
John Stone

John Stone

Sr Private Wealth Manager

Brent Atherton

Brent Atherton

Private Wealth Manager

CFP® , AAMS®,  Aif®
Tina Newman

Tina Newman

Client Relationship Manager

PAUL TICHY

PAUL TICHY

Portfolio Manager

AIF®, MBA
Cyrus Simmonds

Cyrus Simmonds

Associate Financial Planner

MARK GIERACH

MARK GIERACH

Investment Strategist & Portfolio Manager

MBA, AIF
JANET L. GARDIN

JANET L. GARDIN

Office Administrator

Kristine Iten

Kristine Iten

Retirement Plan Consultant

AIF®, CPFA™, AAMS®
Glenn Gray

Glenn Gray

Digital Brand Connector