Our Team

Susie Steel, CFP®
COO, Wealth Manager, & Senior Shareholder

Brad Cougill, CFP®
CIO, Wealth Manager, & Senior Shareholder

Marsha Kalasmiki
Business Manager & Chief Compliance Officer

Marcus Miller, CPA, CFP®
Wealth Manager & Shareholder

Matt Roop, CFP®, CEPA
Wealth Manager & Shareholder

Aidan Finet, CFP®
Associate Advisor

Hope Fry, WMS, AAMS
Associate Advisor

Shannon Ziegler, FPQP™
Office Manager

Linda Gehr
Administrative Specialist

Lori Kamminga, FPQP™
Client Services Associate