Naperville Team

Naperville Team

naperville
 

Ken Koppitz

Partner | Investment Advisor Representative

Ken is a founding partner of Riverstone Wealth Partners, LLC, and an Investment Advisor Representative and Registered Representative with Commonwealth Financial Network®.  He graduated from Northern Illinois University with a degree in finance, with an emphasis in economics.  Ken started his career in the financial services industry with IDS/American Express Financial Planners. In 1992, he joined INVEST Financial Corporation, where he provided guidance for the clients of three banks, including managing the start-up and ongoing operations of brokerage services at BankChicago.

In early 2008, Ken was actively involved in organizing the independent offices of Riverstone Wealth Partners, LLC, where he now helps more than 400 households with their financial goals. Holding FINRA Series 7, 24, 63, and 65 securities registrations, as well as insurance licenses, he can provide guidance on portfolio management, tax-advantaged investments, retirement planning, and education funding.

Ken lives in Plainfield with his wife and two boys. During his free time, he is involved with several car clubs; he organizes events, offers classroom instruction for teen safety clinics, and provides driver coaching at numerous tracks throughout the country.

Nancy J. Hayes

Partner | Investment Advisor Representative

Nancy is a founding partner of Riverstone Wealth Partners, LLC, and an Investment Advisor Representative and Registered Representative of Commonwealth Financial Network®. After receiving her BBS from Millikin University, she furthered her education in investment management by completing a year-long training program with a major financial services firm. Prior to the founding of Riverstone, she was a long-time employee of MidAmerica Investment Services in the western suburbs of Chicago, Illinois.

She has more than 25 years of experience in financial planning, portfolio strategies, and investment services management. She currently holds FINRA Series 7, 63, and 65 securities registrations and insurance licenses, which have provided her the opportunity to service her multigenerational clients throughout the country.

Nancy and her husband and two children have lived in Naperville for the past 10 years. They are members of Knox Presbyterian Church. Her family enjoys golfing, biking, and traveling.

Kimberly Mika

Wealth Advisor

Kimberly is an Investment Advisor Representative and Registered Representative with Commonwealth Financial Network®, where she began her career 26 years ago. She started with INVEST Financial Corporation at Liberty Federal Bank, formerly Hinsdale Federal Bank, before leaving to help start up an independent INVEST office in Burr Ridge. As a founding member of Riverstone Wealth Partners, LLC, she is happy to be working in downtown Naperville. She has a BA from North Central College.

Kim currently holds FINRA Series 7, 63, and 65 securities registrations and insurance licenses, which have given her the opportunity to work with many different families throughout the country.

Kim and her family have been residents of Naperville for 24 years. She enjoys reading, biking, and traveling.

Shelly Beyers

Registered Relationship Assistant

Shelly is a registered sales assistant for the Naperville office.  After receiving her BA from the University of Wisconsin-Madison, she began her career with INVEST Financial Corporation 21 years ago. Prior to joining Riverstone, she was a long-time employee of MidAmerica Investment Services in the western suburbs of Chicago, Illinois. She holds FINRA Series 7, and 63 securities registrations and insurance licenses.

Shelly lives in Oswego with her husband and two children. She enjoys spending time with friends, watching her kids' sporting events, reading, and traveling.