Stiles Financial Services, Inc.

Edgar Villegas is a financial advisor at Stiles Financial Services, Inc. in Edina, MN, holding a Series 66 designation with five years of industry experience. His prior roles include positions at LPL Financial and Secured Retirement Advisors, LLC. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with tailored financial planning and corporate retirement plan consulting. The firm combines pension-consultant–style retirement plan services with a discretionary wrap-fee portfolio management program, emphasizing diversification, asset allocation, risk management, and long-term investment strategies.

Paul Tichy is a financial advisor with Stiles Financial Services, Inc. in Edina, MN, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2016 to 2020. Outside of his advisory work, he serves as a board member for the Orono Baseball Association in Maple Plain, MN. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with tailored financial planning and corporate retirement plan consulting. The firm combines pension-consultant–style retirement plan services with a discretionary wrap-fee portfolio program, emphasizing diversification, asset allocation, risk management, and long-term investment strategies.

Mark Gierach is a financial advisor at Stiles Financial Services, Inc. in Edina, MN, with five years of industry experience. He holds a Series 65 designation and has previously worked at Bremer Bank and Balanced Capital Management, LLC. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations, providing tailored financial planning and corporate retirement plan consulting. The firm employs an analytical investment approach with a qualitative overlay, emphasizing diversification, asset allocation, risk management, and long-term strategies, and manages significant assets under ERISA Section 3(38) and 3(21) alongside its wrap-fee portfolio program.

Kristine Meyer is a financial advisor at Stiles Financial Services, Inc. with five years of industry experience. She holds the Series 65 designation and has worked at Stiles Financial Services since 2019, following thirteen years at Cornerstone Private Asset & Trust. Stiles Financial Services supports a range of clients including individuals, families, trusts, estates, charitable organizations, foundations, and corporations. The firm offers tailored financial planning and retirement plan consulting combined with portfolio management through a discretionary wrap-fee program, using an analytical investment approach focused on diversification, asset allocation, and risk management.

Bradford Aylin is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Stiles Financial Services, Inc. since 2025 and previously at Secured Retirement Advisors, LLC and US Bank. Outside of his advisory role, he is also an independent insurance agent licensed in Accident & Health and Life insurance. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with financial planning and corporate retirement plan consulting. The firm employs an analytical investment approach emphasizing diversification, asset allocation, and risk management, offering portfolio management through a discretionary wrap-fee program alongside its planning services.

John Stone is a financial advisor with Stiles Financial Services, Inc. in Edina, MN, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior work includes roles at U.S. Bancorp, Bremer Bank, Ameriprise Financial Services, and American Enterprise Investment Services. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations by providing tailored financial planning and corporate retirement plan consulting. The firm offers portfolio management through its own wrap-fee program, emphasizing an analytical investment approach with diversification, asset allocation, risk management, and long-term strategies.

Susan Stiles is a CFP® and ChFC® with 33 years of industry experience. She has been with Stiles Financial Services, Inc. since 2000 and previously worked at Cambridge Investment Research Advisors and LaSalle St Securities LLC. Outside of her financial advisory work, she serves as a board member of the Minnesota Spay and Neuter Assistance Program and is a director at the Edina Rotary Club. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with financial planning and corporate retirement plan consulting. The firm offers portfolio management through its own wrap-fee program and follows an analytical investment approach emphasizing diversification, asset allocation, risk management, and long-term buy-and-hold strategies.

Rachel Engel is a financial advisor at Stiles Financial Services, Inc. with one year of industry experience. She holds a Series 66 designation and has worked at Stiles Financial Services since 2025. Prior to this, she held roles at Thrivent and Cov, and spent five years at Starbucks. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations by providing tailored financial planning and corporate retirement plan consulting. The firm employs an analytical investment approach with a qualitative overlay, emphasizing diversification, asset allocation, risk management, and long-term buy-and-hold strategies.