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.

Advisors

Kevin Koney

Kevin Koney

CFP®, CRPC®, RICP®

Private Wealth Advisor

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

Patricia A Koney

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Patricia A Koney's website
Christopher M Shriver

Christopher M Shriver

MBA, CFP®, CRPC®, RICP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Christopher M Shriver'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

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

Kelly Popp

Administrative Assistant

Roles & Responsibilities

  • Client concierge service
  • Marketing support
  • Office operations
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