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Jodi Manthei
Wealth Advisor /
Principal
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Nancy Hayes
Wealth Advisor
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Ken Koppitz
Wealth Advisor /
Principal
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Partner](https://www.riverstonewp.com/wp-content/uploads/2021/02/Ken-Koppitz-
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Kimberly Mika
Wealth Advisor
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Kyle Manthei
Wealth
Advisor
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Shelly Beyers
Wealth
Advisor
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Riley Ege
Wealth
Advisor
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Pablo Alvarez
Financial Planning Analyst
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Brenna Wilkinson
Wealth Advisor Assistant
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David Floyd
Director of
Operations
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Rita Silva
Client
Relationship
Specialist/
Registered
Associate
![Jenna Butschli](https://www.riverstonewp.com/wp-content/uploads/2022/08/Jenna-Butschli.jpg)
Jenna Butschli
Operations Supervisor
![Alec Manthei](https://www.riverstonewp.com/wp-content/uploads/2022/03/Alec-Manthei.jpg)
Alec Manthei
Client
Relationship
Specialist
![Carol Hedgren](https://www.riverstonewp.com/wp-content/uploads/2022/03/Carol-Hedgren.jpg)
Carol Hedgren
Administrative
Assistant
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Ashley Holz
Client Relationship Specialist
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Chrissy Baka
Financial Planning Assistant
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Carol Eirich
Administrative Assistant
![Liz Perzewski](https://www.riverstonewp.com/wp-content/uploads/2024/07/Liz-Perzewski.jpg)
Liz Perzewski
Client Relationship Associate
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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.
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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:
Economic Release Snapshot: Industrial Production Rises in June
Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare…
Economic Release Snapshot: Consumer Inflation Slows in June
Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare…
2024 Midyear Outlook: Can Investors Find Solid Ground in Fixed Income?
When we began 2024, six interest rate cuts were expected. But with stickier-than-expected inflation and strong job growth, markets significantly lowered those expectations. As a result, rising interest rates created…
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