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.
Sheila joined Koney Wealth Advisors in May 2018. She has been in the financial services industry for over 20 years. Sheila graduated with a Bachelors in Economics from Wellesley College and obtained her Masters in Business Administration from University of Chicago Booth School of Business. She lives in Frankfort with her fiance Mike and their four dogs.
Nancy joined the Koney Wealth Advisors team in September 2016 as a Financial Planning Assistant after working numerous years in banking and investments. Bachelors in Business Administration from Illinois State University and obtained her Masters of Business Administration from the University of St. Francis. Volunteers her time with the Joliet Township High School Alumni Association.
Mary Jo joined Koney Wealth Advisors in February 2019. She has been in the financial services industry for 8 years. Prior to transitioning to the financial services industry, Mary Jo had a successful career with the Wm. Wrigley Jr. Co. for 18 years as a Stockholder Relations Manager. She and her husband enjoy spending time with family and friends, hiking and traveling.
Jami joined Koney Wealth Advisors in January of 2015 as a part time Administrative Assistant. She received her Bachelors in Fashion Merchandising and Business Management. Jami pursued her passion in the fashion industry for 13 years before her transition to working at home and raising three young boys.
Kelly joined Koney Wealth Advisors in April 2017 as a part time Administrative Assistant. She received her Bachelors in Marketing from DePaul University and obtained her Masters in Education from University of St. Francis and began teaching. She then transitioned to working at home to raise her three young children.
Joanna joined KWA in June 2025. She brings over a decade of administrative experience. Prior to transitioning into the financial services industry, Joanna built a strong foundation in high-level client support, as well as front and back-office operations. Originally from Poland, she has lived in the Chicago area for the past 12 years. She enjoys spending time outdoors with her husband and their three daughters.
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2025 Ameriprise Financial, Inc.