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 17 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 inFashion Merchandizing 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.
After you complete the form below, we will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice we provide, and the costs associated. We look forward to meeting you and discussing your financial future.
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We look forward to helping you achieve your financial goals.
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If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about our practice. When you refer us, they will receive an email with a link to our website where they can learn about what it’s like to work with us and reach out for a complimentary consultation, if they choose. We look forward to the opportunity to help your friend or family members achieve their financial goals.
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The person you refer will receive an email with a link to visit my website and contact me for a complimentary consultation, if they choose. We will be notified of your referral but will not receive your friend's contact information.
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