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
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:
Turkey’s Unconventional Monetary Policy
Brad here. What is the next crisis? We get this question a lot. To keep up on such trends, we have to watch many things, such as countries getting into…
Looking Back at the Markets in November and Ahead to December 2021
November was a solid month for the economy but difficult in terms of both the medical news and financial markets. After a strong October, the Fed announced plans to start…
Market Thoughts for December 2021 [Video]
After a strong October, November saw generally weak performance in the markets. In the U.S., the Nasdaq showed a small gain, but the S&P and the Dow were down. These…
Wealth Advisor / Registered Principal
Wealth Advisor
Wealth Advisor / Registered Principal
Investment Advisor
Wealth Management Coordinator
Wealth Advisor
Wealth Advisor Assistant
Registered Relationship Assistant
Office Manager
Client Relationship Specialist
Administrative Assistant
Director of Operations