Our Team
Officers

Susie Steel, CFP®
President & Chief Operating Officer

Brad Cougill, CFP®
Vice President & Chief Investment Officer

Marsha Kalasmiki
Business Manager & Chief Compliance Officer
ADVISORS

Marcus Miller, CPA, CFP®
Wealth Manager

Matt Roop, CFP®, CEPA
Wealth Manager

Aidan Finet, CFP®
Associate Advisor

Isobo Amaso, CFP®
Associate Advisor
Associates

Shannon Ziegler, FPQP™
Office Manager

Daria Harrison, FPQP™
Client Services Associate

Linda Gehr
Administrative Specialist

Lori Kamminga, FPQP™
Client Services Associate