Seasoned financial planners with a solid team approach

Alex and Mark both began their careers in wealth management as financial advisors with American Express Financial Advisors, which was eventually spun off from American Express as Ameriprise Financial. In 2007 Alex and Mark formed a team practice within Ameriprise. In 2015, they launched Sightline Wealth Advisors LLC and currently operate as a Registered Investment Advisory firm.

S. Alexander Pellish, CFP®, ChFC®, CIMA®, CLTC, CLU®

Alex is a Certified Financial Planner™ practitioner, a Certified Investment Management Analyst, Chartered Life Underwriter, and Chartered Financial Consultant. He’s a graduate of the University of Connecticut with a BA degree in communications. In his free time, Alex enjoys traveling and playing music. Alex is a volunteer with Groton Community services.

Mark SteffenCFP®

Mark is a Certified Financial Planner™ practitioner and a magna cum laude graduate of Boston College with a BS degree from the Carroll School of Management, concentrations in finance and economics. Outside of the office, he enjoys spending time with his wife, Amy, and their three children. Mark coaches youth basketball, volunteers as the treasurer of the Madison Youth Basketball Association and is an appointed member of the Madison Economic Development Commission.