



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:
The Market Observatory: Tariffs and Trade Policy [Audio]
In this month’s Market Observatory episode, Sam Millette and I discuss the dominating news story of the year: tariffs and trade policy. Uncertainty has weighed on markets and investors, and…
Is It Time for Investors to Play the Long Game?
During periods of market volatility and declines, investors get concerned. They question their long-term objectives and whether they have more risk in their portfolios than they can tolerate. These are…
Looking at the Economic Data and Volatility in the Bond Market
Last week, the S&P 500 was up 5.7%, the strongest week for the market since November 2023. The Nasdaq rose 7.3%, which was the best week for that index since…


