Our Team

Learn more about our dedicated team of professionals.

Daniel Steichen

Daniel Steichen JD, CPA (Inactive), MS Taxation

Principal and Founder

Dan.Steichen@personalwealthpartners.com

Susan Isaacson

Susan Isaacson, JD, LLM, CFP®, CPA (Inactive), PFS

Financial Advisor

sue.isaacson@personalwealthpartners.com

Marissa Poissant

Marissa Poissant, CFP®

Financial Advisor

Marissa.Poissant@personalwealthpartners.com

Michael Poissant

Michael Poissant, CFP®

Financial Advisor

Mike.Poissant@personalwealthpartners.com

Matthew Quinn

Matthew Quinn

Financial Advisor

Matthew.Quinn@lpl.com

Steve Schoeder

Steve Schoeder

Financial Advisor ChFC®

Steve.Schoeder@personalwealthpartners.com

Brad Heideman

Brad Heideman

Portfolio Manager Assistant

Brad.Heideman@PersonalWealthPartners.com

Trevor Hopkins

Trevor Hopkins

Portfolio Allocation & Trading Assistant

Trevor.Hopkins@personalwealthpartners.com

Ruth Miller

Ruth Miller

Compliance Manager

ruth.miller@personalwealthpartners.com

Marie Marden

Marie Marden

Operations / Client Services Associate

marie.marden@personalwealthpartners.com

Amy Kemper

Amy Kemper

Paraplanner

amy.kemper@personalwealthpartners.com

Marchel Lea

Marchel Lea

Client Services Associate

marchel.lea@personalwealthpartners.com

Karen Brown

Karen Brown

Client Services/Marketing Associate

karen.brown@personalwealthpartners.com

Marietou Bagayoko

Marietou Bagayoko

Client Services Associate

Marietou.Bagayoko@personalwealthpartners.com