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