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

ROGER FORD, RFC
<p>Founder & CEO<br>
Wealth Advisor</p>

Roger Ford, RFCFounder & CEO
Wealth Advisor

SPENCER FORD, CFP® <p>Chief Operating Officer<br> Wealth Advisor</p>

Spencer Ford, CFP®Chief Operating Officer
Wealth Advisor

AUSTIN FORD
<p>Director of Wealth Advising<br>
Wealth Advisor</p>

Austin FordDirector of Wealth Advising
Wealth Advisor

STAFF

CINDY LEA
<p>Operations Manager</p>

Cindy LeaOperations Manager

KAREN SUTTHOFF
<p>Account Service Representative</p>

Karen SutthoffAccount Service Representative

JILL WEILER
<p>Account Service Representative</p>

Jill WeilerAccount Service Representative

JESSICA POSEY
<p>Account Service Representative</p>

Jessica PoseyAccount Service Representative

TRICIA MCEVILLY
<p>Client Service Representative</p>

Tricia McEvillyClient Service Representative

LESLIE GALLAGHER
<p>Marketing Assistant</p>

Leslie GallagherMarketing Assistant

CAROLYN SIEFFERMAN FORD
<p>Bookkeeper</p>

Carolyn Siefferman FordBookkeeper

TERRIE WALKER
<p>Administrative Assistant</p>

Terrie WalkerAdministrative Assistant

BRANDY MARKSBERRY
<p>Administrative Assistant</p>

Brandy MarksberryAdministrative Assistant

SARA MILLER
<p>Administrative Assistant</p>

Sara Miller
Administrative Assistant

ASHLEY MUNT
<p>Office Manager</p>

Ashley Munt
Office Manager

STRATEGIC PARTNERS

kim-2018

Kim BushOffice Manager - Agent

donna-2018

Donna PayneCustomer Service Rep – Agent

STRATEGIC PARTNERS

darren-2018

Darren Bowman, CPA

Director

risa-2018

Risa Dole Operations Manager - Accountant

luke

Luke Bowman Staff Accountant

paula-2018

Paula GormanAccounting Assistant

heather

Heather Hoerst Marketing Specialist

Tina

Tina JensenStaff Accountant

consultation-circle

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