Our Team
Officers

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

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

Marsha Kalasmiki
Business Manager & Chief Compliance Officer
ADVISORS

Marcus Miller, CPA, CFP®
Wealth Manager & Shareholder

Matt Roop, CFP®, CEPA
Wealth Manager & Shareholder

Aidan Finet, CFP®
Associate Advisor
Associates

Shannon Ziegler, FPQP™
Office Manager

Daria Harrison, FPQP™
Client Services Associate

Linda Gehr
Administrative Specialist