Joy Johnston
Wealth Advisor
Jodi Manthei
Wealth Advisor /
Principal
Nancy Hayes
Wealth Advisor
Ken Koppitz
Wealth Advisor /
Principal
Kimberly Mika
Wealth Advisor
Kyle Manthei
Wealth
Management
Coordinator
David Floyd
Director of
Operations
Lisa DoBas
Office Manager
Shelly Beyers
Client
Relationship
Specialist/
Registered
Associate
Rita Silva
Client
Relationship
Specialist/
Registered
Associate
Jenna Butschli
Client
Relationship
Specialist
Christine
Potterton
Client
Relationship
Specialist/
Registered
Associate
Michelle Wilson
Administrative
Assistant
Nicole Meyers
Client
Experience
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 Regulatory Crackdown in China Continues
Today’s post is from Peter Roberto, investment research analyst on our Investment Management and Research team. Read More
How Green Are Your Sustainable Strategies?
Today’s post is from Sarah Hargreaves, an investment management analyst on our Investment Management and Research team. Read More
Is Climate Change a Risk to Your Portfolio?
As stewards of more than $12 billion in client capital (as of July 25, 2021), our job on the Investment Management team at Commonwealth requires a great deal of risk…
Wealth Advisor / Registered Principal
Wealth Advisor
Wealth Advisor / Registered Principal
Investment Advisor
Client Experience Specialist
Wealth Management Coordinator
Wealth Advisor Assistant
Wealth Advisor
Wealth Advisor Assistant
Registered Relationship Assistant
Office Manager
Client Relationship Specialist
Administrative Assistant
Director of Operations