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
Kristen Massie
Senior Wealth Advisor
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:
Independence Day: Reflections on the Road Ahead
I spent my summers in a small Maine town where my mother grew up. In July and August, I was surrounded by relatives, playing whiffle ball and swimming. On the…
Market Thoughts for July 2025 [Video]
Markets continued to rally in June, capping off a solid quarter for investors. The S&P 500, Dow, and Nasdaq were up for the month and the quarter, supported by the…
2025 Midyear Outlook: For Fixed Income, Slow and Steady Wins the Race
Bonds had a solid start to 2025, with most high-quality fixed income sectors up low- to mid-single digits through the first half of the year. While stocks experienced a roller-coaster…
Olivia has joined Riverstone Wealth Partners providing knowledge gained from her 15 plus years in management. Olivia has provided services within the financial industry, mortgage industry, and in the non-profit sector. Olivia thrives on providing stellar customer service, accomplishing all goals set before her, and doing the right thing. Olivia’s degree in Business Management allowed her to take on roles that ultimately led her to Riverstone Wealth Partners. Olivia is currently pursuing another degree with an emphasizes in Human Resources, which she has learned over time… is her passion!
Director of Operations
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.
Alec joined Riverstone after starting out his post college career on the operations side of an international logistics company working as an account executive. Graduating with a BA in Economics from the University of Illinois at Urbana-Champaign, he quickly developed a strong interest in the financial world. A lifetime resident of the Chicagoland area, Alec is an avid fan of his hometown sports teams. He is also an enthusiast of outdoor activities like fishing, camping, and hiking whenever possible.
Wealth Advisor
Wealth Advisor / Registered Principal
Wealth Advisor
Wealth Advisor / Registered Principal
Wealth Advisor
Wealth Advisor Assistant
Registered Relationship Assistant