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
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:
Economic Risk Factor Update: April 2024 [SlideShare]
March’s reports showed signs of continued economic growth. Hiring accelerated, with a strong 303,000 jobs added during the month. That said, service sector and consumer confidence both fell modestly in…
Economic Release Snapshot: Consumer Inflation Comes in Hot
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…
How Portfolio Managers Think About Risk
One of my core beliefs as a portfolio manager is that we get paid to worry so investors don’t have to. Several weeks ago, Brad wrote about what was worrying…