Jodi Manthei
Senior Wealth Advisor
Nancy Hayes
Senior Wealth Advisor
Ken Koppitz
Senior Wealth Advisor
Kyle Manthei
Senior Wealth
Advisor
Jeff Nolan
Senior Wealth
Advisor
Kristen Massie
Senior Wealth Advisor
Shelly Beyers
Wealth
Advisor
Pablo Alvarez
Wealth Advisor
Kimberly Mika
Wealth Advisor
Brenna Wilkinson
Wealth Advisor
David Floyd
Vice President of Operations and Integrator
Irenda Jones
Operations Manager
Rita Silva
Senior Client Relationship Specialist
Alec Manthei
Client
Relationship
Specialist II
Percillia Karich
Client Relationship Specialist
Liz Perzewski
Client Relationship Specialist
Liv Thompson
Client Relationship Specialist
Chrissy Baka
Financial Planning Assistant
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 April 2026 [Video]
March was a challenging month for stocks, as markets pulled back due to rising geopolitical risk in the Middle East. The S&P 500, Dow Jones, and Nasdaq all fell by around…
The Market Observatory: Surging Oil Prices Stoke Inflation Worries [Audio]
In this week’s Market Observatory, Sam and I break down the challenging landscape the Fed must navigate in the weeks and months ahead, including surging oil prices, inflation worries, and weakness…
Surging Oil Prices Threaten Market Consensus Views
Ongoing military actions in the Middle East have increased investor uncertainty. Of course, geopolitical risk has always existed, and this time is no different. But the impact of events like…
Client Relationship Specialist
Ashley has been working in the customer service field since she started her first job at age 16. For the past ten years she worked in an office setting handling accounts payable and receivable as well as some receptionist work. She is very excited to learn more about the investment field.
Client Relationship Specialist II
Wealth Advisor
Vice President of Operations and Integrator
Wealth Advisor
Senior Client Relationship Specialist
Senior Wealth Advisor
Wealth Advisor | Director of Business Development
Senior Wealth Advisor / Registered Principal
Senior Wealth Advisor / Registered Principal