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Our People

Solomon Stewart, CFA®
Solomon Stewart, CFA®

Senior Vice President, National Head of Service

Karl Stiegmann, CFP®
Karl Stiegmann, CFP®

Vice President

Bryan Stretton, CFP®
Bryan Stretton, CFP®

Vice President

Paul Sturm
Paul Sturm

Director, IT

Karla Sturmfels, FPQP™
Karla Sturmfels, FPQP™

Assistant Vice President, Client Service Manager

Michele Suligoj
Michele Suligoj

Senior VP, Director of Data Operations

Benjamin Sullivan, CFP®
Benjamin Sullivan, CFP®

Assistant Vice President

Elizabeth Summers, J.D.
Elizabeth Summers, J.D.

Director of Wealth Strategy

Julie Swanson
Julie Swanson

Senior Associate, Resoure Specialist

Erik Szabocsik, CFP®
Erik Szabocsik, CFP®

Assistant Vice President

Ann Tabing
Ann Tabing

Vice President, Finance

Tim Talbott, CFP®
Tim Talbott, CFP®

Assistant Vice President

Shannon Thieke
Shannon Thieke

Advisor Associate

John Thiel, MBA, CFP®
John Thiel, MBA, CFP®

Vice President

Emily Tiernan
Emily Tiernan

Vice President, Client Service

Rosemary Timoney, CFP®
Rosemary Timoney, CFP®

Senior Vice President