Our advisors

Kevin Koney

Kevin Koney

Private Wealth Advisor

Learn more about Kevin Koney
Christopher M Shriver

Christopher M Shriver

Associate Financial Advisor

Learn more about Christopher M Shriver
Courtney L Tome

Courtney L Tome

Associate Financial Advisor

Learn more about Courtney L Tome

Our team

Sheila McFarland

Sheila McFarland

Client Service Manager

Personal Intro

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.

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

Personal Intro

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.

Roles & Responsibilities

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

Mary Jo Foss

Client Service Manager

Personal Intro

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.

Roles & Responsibilities

  • Client service
  • Appointment Scheduling
  • Account Service
  • Office Operations
View more
Jami Ryan

Jami Ryan

Administrative Assistant

Personal Intro

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.

Roles & Responsibilities

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

Kelly Popp

Administrative Assistant

Personal Intro

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.

Roles & Responsibilities

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