Meet the professionals who can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

MEET THE TEAM

The team behind Conservative Financial Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

PRINCIPAL ADVISORS

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Roger Ford, RFCFounder & CEO
Wealth Advisor

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Spencer Ford, CFP®Chief Operating Officer
Wealth Advisor

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Austin FordDirector of Wealth Advising
Wealth Advisor

STAFF

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Mason RemillardAssociate

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Cindy LeaOperations Manager

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Karen SutthoffAccount Service Representative

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Jill WeilerAccount Service Representative

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Jessica PoseyAccount Service Representative

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Tricia McEvillyClient Service Representative

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Leslie GallagherMarketing Assistant

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Carolyn Siefferman FordBookkeeper

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Terrie WalkerAdministrative Assistant

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Brandy MarksberryAdministrative Assistant

STRATEGIC PARTNERS

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Kim BushOffice Manager - Agent

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Donna PayneCustomer Service Rep – Agent

STRATEGIC PARTNERS

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Darren Bowman, CPA

Director

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Risa Dole Operations Manager - Accountant

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Luke Bowman Staff Accountant

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Paula GormanAccounting Assistant

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Heather Hoerst Marketing Specialist

Mary Beth GandyStaff Support

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Ready to take
The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 513.367.1113