Our advisors

Our team

Courtney Sudol

Courtney Sudol

Operations Manager,

Managing Partner

Personal Intro

During my childhood, my family was always moving around since my father was in the Air Force for 20 years, so I was raised in many different states. Mark and I enjoy our clients, who are also our good friends. Not only do we attend to their financial needs, but also we are invited to their weddings, baptism, graduations, and birthday parties. Mark and I feel like we have an extended family when it comes to our clients.

Qualifications

  • Bachelors of Science - UNLV
  • Registered Paraplaner ℠ - College for Financial Planning®

Roles & Responsibilities

  • Managing Partner - The Sudol Group Wealth Management Specialists
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Brenda Atoz

Brenda Atoz

Executive Assistant,

Event Planner

Personal Intro

I bring over 30 years of professional customer service experience to The Sudol Group. I enjoy working with the clients and providing the utmost attention to their needs.

Qualifications

  • Bachelors of Arts - Speech Communications - Youngstown State University
  • Associate degree - Marketing - Youngstown State University
  • Registered Paraplaner ℠ - College for Financial Planning®

Roles & Responsibilities

  • Executive Assistant to Mark J. Sudol & Gary D. Sudol
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Sarah Ahlheim

Sarah Ahlheim

Administrative Assistant,

Receptionist

Roles & Responsibilities

  • Administrative Assistant to Jeffrey R. Lavin & Mark J. Sudol
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