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
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:
Schools of Economic Thought: Theory Vs. Reality
I have been writing this blog for going on 10 years now and have been in this business for longer than that, so I have been asked a lot of…
Monday Update: Existing Home Sales Surge in September
Last week saw the release of several important economic updates, with a focus on the housing sector. September’s existing home sales report was a highlight, with sales growth hitting a…
Identifying Trends and Patterns in the COVID Data
Brad here. Over the past couple of weeks, I have been mentioning that I thought there’s a risk of a “heating” wave of the pandemic this fall in the northern…
Wealth Advisor / Registered Principal
Wealth Advisor
Wealth Advisor / Registered Principal
Investment Advisor
Wealth Management Coordinator
Wealth Advisor Assistant
Wealth Advisor
Wealth Advisor Assistant
Registered Relationship Assistant
Office Manager
Client Relationship Specialist
Administrative Assistant
Director of Operations