Koney Wealth Advisors

Advisors

Patricia A Koney

Patricia A Koney

Financial Advisor

Visit Patricia A Koney's website
Christopher M Shriver

Christopher M Shriver

Associate Financial Advisor

Visit Christopher M Shriver's website
Courtney L Tome

Courtney L Tome

Associate Financial Advisor

Visit Courtney L Tome's website

Team

Sheila McFarland

Sheila McFarland

Client Service Manager

Qualifications

  • MBA

Roles & Responsibilities

  • Client service
  • Appointment scheduling
  • Trades and momeny 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

Kelly Popp

Administrative Assistant

Roles & Responsibilities

  • Client concierge service
  • Marketing support
  • Office operations
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