St. Charles Team

St. Charles Team

st-charles
 

 

Jodi L. Manthei, AIF®

Partner | Investment Advisor Representative

Founding partner of Riverstone Wealth Partners, LLC, Jodi is a Registered Principal and an Investment Advisor Representative of Commonwealth Financial Network®. After receiving her BBA at the University of Notre Dame, she furthered her education in investment management on Wall Street with a major financial services firm.

Jodi has more than 25 years of experience in financial planning, portfolio strategies, and investment services management. She has had a long-standing ranking in the top tier of investment representatives within INVEST Financial Corporation for the past 20 years. She currently holds FINRA Series 7, 24, 63, and 65 securities registrations and insurance licenses, which have provided her the opportunity to service her multigenerational clients throughout the country.

Jodi has committed to service in many volunteer capacities throughout the greater St. Charles community, where she lives with her husband and four children. They are active members of St. John's Neumann Parish. As a board member, she has served the American Cancer Society, St. Charles Heritage Center, CUSD 303 Parent Teacher Organization, American Association of University Women, and St. Charles Cultural Commission.

Candice Monroe

Wealth Advisor

Candice comes to Riverstone Wealth Partners, LLC as an associate advisor from a major financial services firm.  She graduated cum laude with a degree in finance from Sullivan University in Louisville, KY- her hometown, and also has a degree in accounting from Spencerian College.

Candice started her career in 1999 and has worked in several aspects of the financial services industry. She currently holds FINRA Series 7, 63, and 66 securities registrations as well as life, health, and variable insurance licenses.

As a life-long animal lover, Candice was a volunteer with the Naperville Area Humane Society for several years before joining the board, where she now serves as secretary.  A resident of Plainfield, she enjoys yoga, walking her three dogs, and cycling.  She and her husband also enjoy traveling to all of the lacrosse tournaments that their daughter and son are both involved in.

Christine Potterton

Registered Relationship Assistant

Christine is a registered sales assistant for Jodi Manthei in the St. Charles office. She started her career in the financial services industry in 1984. Prior to joining Riverstone, she was a personal banker at J.P. Morgan Chase.

Christine holds FINRA Series 6, 7, and 63 securities registrations and an insurance license. She enjoys spending time with her friends and three grown children.

Rita Silva

Registered Relationship Assistant

Rita is a Registered Relationship Assistant of Riverstone Wealth Partners for Jodi Manthei in the St. Charles office.  She began her career in the financial services industry in 1986.  She holds FINRA Series 6 and 63 securities registrations. Rita lives in Oswego with her husband and her children. Rita enjoys spending time with her family and friends, volunteering in her community as well as reading.

Donna Kathrein

Donna is a part time Administrative Assistant for the Riverstone Wealth Partners office in St. Charles. She has been in the Investment Industry for over 40 years both in production, management and operations. She lives in Geneva and enjoys international travel, museums, theater and walking with her dog, Brady.

Bob Manthei

Office Manager