Koney Wealth Advisors

Advisors

Kevin Koney

Kevin Koney

CFP®, CRPC®, RICP®

Private Wealth Advisor

President
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
View more
Nancy Bartels

Nancy Bartels

Financial Planning Assistant

Roles & Responsibilities

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

Mary Jo Foss

Client Service Manager

Roles & Responsibilities

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

Jami Ryan

Administrative Assistant

Roles & Responsibilities

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

Kelly Popp

Administrative Assistant

Roles & Responsibilities

  • Client concierge service
  • Marketing support
  • Office operations
View more