



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:
A Step Back for Summer
Hi, everybody. It has been a busy week. Even though the market continues to drop, frankly I don’t have much to say that I haven’t already said. So, this will…
Are Market Declines Setting the Stage for Future Growth?
When we look at yesterday’s market performance, something stands out. It’s not just the magnitude of the decline, bad though it was, but the speed. And it wasn’t just yesterday,…
A Quick Look at the Markets
This will be a short post as I am back from a Commonwealth conference and catching up. There are lots of things to think about, on both a professional and…


