Our Team


Michael J. Mansfield, MBA-FP, CFP®


Debra Mansfield

Tana Pennington RICP®

Retirement Planner

Connor Sharon CRTP

Lead Accountant


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