Our Team


michael

Michael J. Mansfield, MBA-FP, CFP®

debra

Debra Mansfield


Tana Pennington RICP®

Retirement Planner

Connor Sharon CRTP

Lead Accountant

Cathy

Cathy Gulden

Director of Operations

Justine O’Connor

Lead Administrator

Katelyn Prieto

Tax Specialist

Michael Binger, CFA®

President of Gradient Investments, LLC



Mariann Montagne CFA®

Portfolio Manager of Gradient Investments, LLC



Tyler Ellegard

Investment Analyst



Jeremy Bryan, CFA®

Sr. Portfolio Manager



Keith Gangl CFA®

Portfolio Manager