Our Team

 

Susan M Stiles, CFP®, ChFC®, AIF®, CPFA, MBA

Founder

Deb Rosenberg, CEBS, ISCEBS Fellow, AIF®, CPFA
Director of Retirement Plan Consulting

Daniel Stolfa, CFP®, AIF®, JD, LLM

Private Wealth Advisor

Paul Tichy, AIF®, MBA

Investment Research Analyst and Associate Portfolio Manager

Keighley Spott, CRPC®

Financial Planner

Carmen Schuweiler

Retirement Plan Analyst and Relationship Support Manager

Tina Newman

Client Relationship Manager

Check out the background of firms and investment professionals on FINRA's Broker Check.

 

Memberships

fi360 promotes fiduciary responsibility Serving Retirement Plan Sponsors for over 60 years Retirement Plan Advisory Group Midwest Pension Conference Financial Services Institute Leadership for Retirement Plan Professionals Information and Strategic Resources For Retirement Plan Advisors A community of financial experts ready to help you. Investment Management Consultants Association Economic Club of Minnesota Rotary International. The Rotary Foundation

 

 

 

Unless otherwise exempted by law, this website, our investment advisory and securities transactional services are only for residents of AZ, CA, CT, FL, IA, MN, NV, NY, OR, TX, WA, and WI. Stiles Financial Services, Inc. is a Registered Investment Adviser. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC. Cambridge & Stiles Financial Services, Inc. are not affiliated.