Advisory Team
6 advisors
Susie Steel, CFP®
COO, Wealth Manager & Senior Shareholder
Brad Cougill, CFP®
CIO, Wealth Manager & Senior Shareholder
Marcus Miller, CPA, CFP®
Wealth Manager & Shareholder
Matt Roop, CFP®, CEPA
Wealth Manager & Shareholder
Aidan Finet, CFP®
Wealth Manager
Nathan Melchi, CFP®
Associate Advisor
Kent Delph, CFP®
Wealth Manager
Client Services & Business Operations Team
9 team members
Marsha Kalasmiki
Business Manager & Chief Compliance Officer
Shannon Ziegler
Client Services Associate
Tracy Wailes, FPQP®
Client Services Associate
Lori Kamminga, FPQP®
Client Services Associate
Lori Conder, FPQP®
Client Services Associate
Susanna Falkmann
Administrative Assistant
Kelly Johnson
Office Administrator
Linda Gehr
Administrative Specialist
Adam Davis
Marketing Coordinator