



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

Riley Ege
Wealth
Advisor

Pablo Alvarez
Financial Planning Analyst




David Floyd
Director of
Operations

Rita Silva
Client
Relationship
Specialist/
Registered
Associate

Jenna Butschli
Operations Supervisor

Alec Manthei
Client
Relationship
Specialist

Michelle Wilson
Administrative
Assistant

Carol Hedgren
Administrative
Assistant

Ashley Holz
Client Relationship Specialist

Chrissy Baka
Financial Planning Assistant

Carol Eirich
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:
What Mattered This Week? All About Interest Rates (Again)
What mattered this week in the economy and the markets? Let’s dive right in. Read More
Will December’s S&P 500 Return Matter for 2024?
In my October blog post, I concluded by stating that in an intermediate time frame, things looked shaky for markets. Still, I firmly believed that the S&P 500 was undergoing…
Will the Fed Cut Interest Rates Soon?
Interest rates are back in the news again, along with a feverish dissection of the latest meeting notes and comments from the Fed. Will the Fed cut rates or not?…


