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
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:
The Market Observatory: Rate Cut Forecast [Audio]
As we approach the Fed’s next meeting at the end of January, what do we expect the central bank to do about rates? In this month’s Market Observatory episode, Sam…
Market Thoughts for January 2026 [Video]
December was a mixed month for markets. The Nasdaq ended the month down slightly, while the S&P 500 and Dow Jones saw modest gains. Overall, markets had a strong 2025,…
LPL Financial 2026 Outlook: The Market Observatory [Video]
As we get ready for 2026, investors are faced with some uncertainty about the path ahead. Consumer confidence has deteriorated, the jobs market seems to be slowing, and inflation has…
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
Vice President of Operations and Integrator
Wealth Advisor
Senior Client Relationship Specialist
Senior Wealth Advisor
Wealth Advisor | Director of Business Development
Wealth Advisor
Senior Wealth Advisor / Registered Principal
Senior Wealth Advisor / Registered Principal