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.
Roger Ford, RFCFounder & CEO
Spencer Ford, CFP®Chief Operating Officer
Austin FordDirector of Wealth Advising
Cindy LeaOperations Manager
Karen SutthoffAccount Service Representative
Jill WeilerAccount Service Representative
Jessica PoseyAccount Service Representative
Tricia McEvillyClient Service Representative
Jennifer WesselMarketing Manager
Leslie GallagherMarketing Assistant
Carolyn Siefferman FordBookkeeper
Terrie WalkerAdministrative Assistant
Brandy MarksberryAdministrative Assistant
Kim BushOffice Manager - Agent
Donna PayneCustomer Service Rep – Agent
Darren Bowman, CPA
Risa Dole Operations Manager - Accountant
Luke Bowman Staff Accountant
Paula GormanAccounting Assistant
Heather Hoerst Marketing Specialist
Mary Beth GandyStaff Support
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.