Jodi Manthei
Wealth Advisor /
Principal
Nancy Hayes
Wealth Advisor
Ken Koppitz
Wealth Advisor /
Principal
Kimberly Mika
Wealth Advisor
Kyle Manthei
Wealth
Advisor
Shelly Beyers
Wealth
Advisor Assistant
Riley Ege
Wealth
Advisor Assistant
David Floyd
Director of
Operations
Lisa DoBas
Office Manager
Sue Soderberg
Financial Planning Analyst
Rita Silva
Client
Relationship
Specialist/
Registered
Associate
Jenna Butschli
Client
Relationship
Specialist
Alec Manthei
Client
Relationship
Specialist
Michelle Wilson
Administrative
Assistant
Carol Hedgren
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:
Rising Inflation: Where Does It Go from Here?
We’ve received numerous questions about our inflation outlook over the past few weeks. In some cases, it seems investors are beginning to throw in the towel on traditional asset classes…
Monday Update: Existing Home Sales Decline in May
It was a relatively quiet week for economic updates, with only one major data release last week. Existing home sales fell in May, marking four consecutive months of slower sales…
Catherine Crowe McMillan: A Life Well Lived
Today will not be the usual economic content, as I am out of the office for my mother’s memorial service. She passed away almost a month ago, suddenly from a…
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.
Riley has enjoyed working in the financial services industry for the last 7 years. Originally starting in the industry as an assistant, then a registered branch operations manager, and now as a wealth advisor assistant. He has been through numerous business changes and understands the impact that clarity and honest advice can have for clients. Riley enjoys getting to know clients and hearing their stories. He enjoys the financial planning process and the impact that sound financial decisions can have on one’s life. He also understands the importance of those who choose to entrust him to be a steward of their financial resources and does not take the responsibility lightly.
Carol has a wide variety of experiences and has worked mainly with not-for-profit organizations. She spent 20 years in fundraising and 15 years teaching in the Illinois school system while she raised her younger children. Carol lives in Sugar Grove with her husband, Ron, and their Golden Retriever, Charley. She has four children and two grandchildren. When she’s not working, Carol enjoys spending time with friends and family, running, fishing, bible study, and watching her grandchildren play sports.
Sue joined Riverstone Wealth Partners in October 2021. In her role, she partners with our advisors to build strong client relationships and develop retirement strategies to help clients realize their long-term financial goals. Sue earned her BS in Finance from Indiana University’s Kelley School of Business, while a member of the IU Women’s Golf Team. Prior to Riverstone, she held the roles of Financial Advisor with Morgan Stanley in Chicago and National Sales Director at Aquascape, Inc. in St. Charles.
Wealth Advisor
Wealth Advisor / Registered Principal
Wealth Advisor
Wealth Advisor / Registered Principal
Wealth Advisor
Wealth Advisor Assistant
Registered Relationship Assistant
Office Manager
Client Relationship Specialist
Administrative Assistant
Director of Operations