The Team

Koney Wealth Advisors

Our Advisors

Patricia A Koney

Patricia A Koney

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances

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Christopher M Shriver

Christopher M Shriver

Associate Financial Advisor

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Designations

CFP®, MBA, CRPC®, RICP®

Top Areas of Focus

  • Insurance
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

Master of Business Administration, DePaul University, 1999, Bachelor of Science in Commerce, DePaul University, 1996

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Courtney L Tome

Courtney L Tome

Associate Financial Advisor

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Designations

CLTC®, CRPC®

Top Areas of Focus

  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Women's Financial Strategies

Education

University of Illinois (Chi.) - B. S., Business Admin. and Information Decision Sciences (2000-2005)

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Our Staff

Sheila McFarland

Sheila McFarland

Client Service Manager

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Qualifications

  • MBA

Roles & Responsibilities

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

Nancy Bartels

Financial Planning Assistant

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Qualifications

  • MBA

Roles & Responsibilities

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

Mary Jo Foss

Client Service Manager

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Roles & Responsibilities

  • Client Service
  • Appointment Scheduling
  • Account Service
  • Office Operations
Jami Ryan

Jami Ryan

Administrative Assistant

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Roles & Responsibilities

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

Kelly Popp

Administrative Assistant

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Roles & Responsibilities

  • Client concierge service
  • Marketing support
  • Office operations