Koney Wealth Advisors

Our Mission

We are an Ameriprise Private Wealth Advisory practice comprised of deeply committed, values-based professionals who provide individualized guidance and a highly engaged standard of care to individuals, families, and businesses both locally and around the country.


Our mission is to become our clients’ most trusted partner by leveraging our experience, resources, and passion for making a difference to help our clients define and pursue what matters most in their financial lives.

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Team photo for Koney Wealth Advisors
Team photo for Koney Wealth Advisors

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Advisors

Advisor photo for Kevin Koney

Kevin Koney

CFP®, CRPC, RICP®

Private Wealth Advisor

President of Koney Wealth Advisors
Visit Kevin Koney's website
Advisor photo for Patricia A Koney

Patricia A Koney

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Patricia A Koney's website
Advisor photo for Courtney L Fuller

Courtney L Fuller

CFP®, CLTC®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Courtney L Fuller's website
Advisor photo for Casey Adams

Casey Adams

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Casey Adams's website


Team

Sheila McFarland

Sheila McFarland

Client Service Manager

Qualifications

  • MBA

Roles & Responsibilities

  • Client service
  • Appointment scheduling
  • Trades and money movement transactions
  • Account service
  • Office operations
  • Series 7 and 66 licensed
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Nancy Bartels

Nancy Bartels

Financial Planning Assistant

Qualifications

  • MBA

Roles & Responsibilities

  • Financial planning support
  • Client service
  • Secure Site and Total View assistance
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Mary Jo Foss

Mary Jo Foss

Client Service Manager

Roles & Responsibilities

  • Client service
  • Appointment scheduling
  • Account service
  • Office operations
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Jami Ryan

Jami Ryan

Administrative Assistant

Roles & Responsibilities

  • Client concierge service
  • Marketing support
  • Office operations
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Kelly Popp

Administrative Assistant

Roles & Responsibilities

  • Client concierge support
  • Marketing support
  • Office operations
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