



Jodi Manthei
Wealth Advisor /
Principal

Nancy Hayes
Wealth Advisor

Ken Koppitz
Wealth Advisor /
Principal

Kyle Manthei
Wealth
Advisor

Shelly Beyers
Wealth
Advisor

Pablo Alvarez
Wealth Advisor

Brenna Wilkinson
Wealth Advisor Assistant




David Floyd
Director of
Operations

Rita Silva
Client
Relationship
Specialist/
Registered
Associate

Alec Manthei
Client
Relationship
Specialist

Ashley Holz
Client Relationship Specialist

Percillia Karich
Client Relationship Associate

Chrissy Baka
Financial Planning Assistant

Carol Eirich
Administrative Assistant

Liz Perzewski
Client Relationship Associate

Irenda Jones
Operations Manager

Liv Thompson
Client Relationship Specialist



A dynamic partnership consisting of financial resources and experienced investment advisors, research and advanced planning teams that afford us the ability to provide our clients with unparalleled Dynamic Financial Planning, Risk Analysis and Investment Management, Business Owner Resource as well as Retirement and Legacy Strategies.
We pride ourselves on our expertise in helping to build successful outcomes that carry from one generation to the next. We do this by providing guidance developing investment strategies, monitoring financial plans, identifying existing risks, implementing tax sensitive income and growth portfolios, structuring college savings, managing retirement plans and diversifying investments necessary to reach achievable financial objectives.

Financial News and Advice
Through our successful partnership with Commonwealth Financial Network®, we strive to provide relevant outlooks, opinions and insights when it comes to the pulse of today’s financial marketplace. Here’s the latest financial news and advice:
Market Thoughts for July 2025 [Video]
Markets continued to rally in June, capping off a solid quarter for investors. The S&P 500, Dow, and Nasdaq were up for the month and the quarter, supported by the…
2025 Midyear Outlook: For Fixed Income, Slow and Steady Wins the Race
Bonds had a solid start to 2025, with most high-quality fixed income sectors up low- to mid-single digits through the first half of the year. While stocks experienced a roller-coaster…
2025 Midyear Outlook: The Market Observatory [Video]
As we enter the second half of the year, what can investors expect for the economy and markets? That’s the big question we set out to answer in this special…


