• Susan M. Stiles

    President and Founder

    CFP®, ChFC®, AIF®, CPFA®, MBA

  • John Stone

    Sr. Private Wealth Manager

    SE-AWMA©

  • Paul Tichy

    Portfolio Manager

    AIF®, MBA

  • Mark Gierach

    Portfolio Manager

    AIF®, MBA

  • Kristine Meyer

    Retirement Plan Specialist

    CPFA®, AIF®, AAMS®

  • Rachel Engel

    Corporate Business Development

  • Tina Newman

    Client Relationship Manager

  • Bradford Aylin

    Private Wealth Manager

    CFP®

  • Cyrus Simmonds

    Associate Financial Planner

  • Edgar Villegas

    Business Operations Manager

  • Janet Gardin

    Office Administrator

  • Glenn Gray

    Digital Brand Connector