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We stand up for what’s right

— even if we’re standing alone.

People work really hard their whole lives. They deserve to enjoy their retirement. Otherwise, what’s the point?

Jonathan Frances

Founder

People work really hard their whole lives. They deserve to enjoy their retirement. Otherwise, what’s the point?

Jonathan Frances

Founder

Meet the Team

Learn more about the dedicated team standing by to help you solve your prosperity puzzle.

Jonathan Frances

Founder

Jonathan is a proud University of Maryland alumnus. He has made his career utilizing his degree and many talents. For more than a decade, he has shifted his focus to the finance world when he founded Prosperity Wealth. Jonathan always had a passion for helping and doing for others. Therefore, helping those who have already retired or are nearing retirement was just a natural fit. To help accomplish this, Jonathan is licensed for insurance in the state of Florida and many other states. He also holds his series 65 license.

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Dana Frances

Co–Founder

Dana is also a proud University of Maryland alumnus. Early in her career, she pursued her passion in merchandizing and has always enjoyed marketing, which was part of her higher education as well. Therefore helping Jonathan on the marketing aspect of the business has been a great use of her talents. Dana thoroughly enjoys volunteering and is always looking for opportunities to help others.

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Investment and Advanced Planning Team

To help you with investment management and financial planning, we have partnered with Triad Wealth Partners, LLC, a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission (www.triadwealthpartners.com). Triad Wealth works with financial advisors across the country and specializes in investment management research and strategies, advanced planning, and back-office operations. By partnering with Triad Wealth, we’re able to leverage industry leading experience and deliver more value to our clients.

Triad Wealth Partners and Prosperity Wealth are independent of each other and maintain separate offices.

Scott Rinehart, CPA

President and Chief Wealth Officer

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Mitch Hockenbury, MBA, CFP®, RSSA®, RICP®

VP of Wealth Strategy

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David Seufer, CFA®, CFP®

VP of Planning

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Jackson Sheputis, CFP®

Sr. Planning Specialist

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Brent Coggins, MBA

Chief Investment Officer

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Dani Hampton, IACCP®

Chief Compliance Officer

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Our firm may or may not be selected to manage your investment assets. We provide asset management services for certain account types, as determined by your specific financial situation and objectives. In some cases, your assets may be managed by another investment advisory firm or through internal resources. The use of our services as a solution is not guaranteed and is subject to the discretion of your financial advisor.

Schedule a Meeting

Book a no-pressure meeting to learn more about how we can help you make your picture-perfect retirement a reality!

Get in Touch

Jonathan Frances

Founder

Jonathan is a proud University of Maryland alumnus. He has made his career utilizing his degree and many talents. For more than a decade, he has shifted his focus to the finance world when he founded Prosperity Wealth. Jonathan always had a passion for helping and doing for others. Therefore, helping those who have already retired or are nearing retirement was just a natural fit. To help accomplish this, Jonathan is licensed for insurance in the state of Florida and many other states. He also holds his series 65 license.

His goal is to make sure that people’s money lives longer than they do and that they have enough cash flow to be able to enjoy their retirement. He always says it comes down to two things: confidence and ability. The confidence to know that you have a plan that’s going to take care of you during retirement and that gives you the ability to go out and enjoy every day of it.

Jonathan enjoys rooting for the Florida Panthers, collecting watches and exercising, but most of all, he loves spending time with his wife, Dana, and his four grown sons.

Get in Touch

Jonathan Frances

Founder

Jonathan is a proud University of Maryland alumnus. He has made his career utilizing his degree and many talents. For more than a decade, he has shifted his focus to the finance world when he founded Prosperity Wealth. Jonathan always had a passion for helping and doing for others. Therefore, helping those who have already retired or are nearing retirement was just a natural fit. To help accomplish this, Jonathan is licensed for insurance in the state of Florida and many other states. He also holds his series 65 license.

His goal is to make sure that people’s money lives longer than they do and that they have enough cash flow to be able to enjoy their retirement. He always says it comes down to two things: confidence and ability. The confidence to know that you have a plan that’s going to take care of you during retirement and that gives you the ability to go out and enjoy every day of it.

Jonathan enjoys rooting for the Florida Panthers, collecting watches and exercising, but most of all, he loves spending time with his wife, Dana, and his four grown sons.

Get in Touch

Dana Frances

Co-Founder

Dana is also a proud University of Maryland alumnus. Early in her career, she pursued her passion in merchandizing and has always enjoyed marketing, which was part of her higher education as well. Therefore helping Jonathan on the marketing aspect of the business has been a great use of her talents. Dana thoroughly enjoys volunteering and is always looking for opportunities to help others.

Get in Touch

Dana Frances

Co-Founder

Dana is also a proud University of Maryland alumnus. Early in her career, she pursued her passion in merchandizing and has always enjoyed marketing, which was part of her higher education as well. Therefore helping Jonathan on the marketing aspect of the business has been a great use of her talents. Dana thoroughly enjoys volunteering and is always looking for opportunities to help others.

Scott Rinehart, CPA

President and Chief Wealth Officer, Triad Wealth Partners

Scott Rinehart is an accomplished leader in the RIA space with extensive experience in helping advisors and clients navigate complex financial landscapes. As President of Triad Wealth, Scott is responsible for overseeing the firm’s strategic direction and driving its growth by providing comprehensive investment management, technology solutions, and advanced planning to advisors seeking a strategic partner for growth.

Before taking on the role of President, Scott served as Triad’s Chief Planning Officer, where he built the Planning team from the ground up. Under his leadership, the planning team and its offerings grew significantly, and he worked closely with his team to implement the strategies and frameworks that are fundamental to Triad’s planning approach. Scott’s leadership has been instrumental in shaping the firm’s ability to deliver a unified planning approach to clients.

Prior to joining Triad, Scott played a key role in the growth of Carlson Financial, helping the firm expand from $70 million to over $300 million in assets under management. During his six years at Carlson, Scott led a team of financial advisors, developed robust financial planning processes, and directly managed a client base of over 200 households. His strategic oversight ensured that the firm maintained a high-touch, holistic approach to wealth management across more than 1,000 client households.

Scott’s career began in corporate finance, where he built a strong foundation in financial strategy, forecasting, and investment management. After earning a degree in Accounting and Finance from Washburn University, he began his career in SEC Reporting and later transitioned to Corporate Finance at Westar Energy (now Evergy), where he supported the Investment Committee, contributed to debt and equity issuances, and provided senior leadership with crucial financial insights. This experience in managing large-scale financial data and strategic decision-making provided a solid foundation for his transition into personal financial planning.

Scott joined Triad Wealth Partners in 2023, bringing a passion for educating advisors and sharing his expertise in tax optimization and retirement planning.

Scott and his wife live in Topeka, Kansas, where they stay busy with their two young children. When he’s not working with advisors or spending time with his family, you can find him enjoying time on the golf course.

Mitch Hockenbury, MBA, CFP®, RICP®, RSSA®

Vice President of Wealth Strategy, Triad Wealth Partners

Mitchell (Mitch) Hockenbury is a distinguished financial authority, industry thought leader, and decorated military veteran. As Vice President of Wealth Strategy at Triad Wealth Partners, Mitch plays a pivotal role in advising and equipping financial advisors with the strategies, tools, and insights needed to elevate their practices and maximize client success. His leadership ensures that families and business owners benefit from personalized, tax-efficient planning focused on protecting wealth, optimizing income, and achieving long-term financial goals.

Mitch’s financial career began in 1999, giving him over two decades of experience in wealth management, financial planning, and investment strategy. He has worked as an investment advisor for Ameritrade and Edward Jones, consistently exceeding client expectations and business growth benchmarks. In 2018, he founded 1440 Financial Partners, a firm dedicated to helping families and small businesses achieve financial independence. His expertise spans tax-efficient investing, retirement income strategies, risk management, and Social Security optimization.

A committed lifelong learner, Mitch holds an MBA from the Naval Postgraduate School and a Bachelor of Science in Finance and Banking from the University of Nebraska-Omaha. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), and Registered Social Security Analyst® (RSSA®) designations. His thought leadership in financial planning has been featured in MarketWatch, USA Today, CNBC, Forbes, and Barron’s.

Before transitioning to finance, Mitch served with distinction in the Marine Corps and later as an Infantry Officer in the U.S. Army, completing multiple combat tours, including leading the final fighting force out of Iraq in 2011. His military career, marked by numerous commendations, ingrained in him a disciplined, mission-focused approach that he applies to financial planning and leadership.

Mitch is also an award-winning author and international speaker, known for his books Tactical Influence: How I Countered an Insurgency with Words and If I Had Only Known About Money Then: Wisdom That Would Have Saved $1,000,000. He has delivered keynote speeches and financial education sessions to organizations, universities, and professional conferences across the U.S. and internationally.

He resides in Omaha with his daughter, and two pets. In his free time, he enjoys traveling, reading, and continually seeking new ways to empower others in their financial and personal lives.

David Seufer, CFA®, CFP®

Vice President of Planning, Triad Wealth Partners

David Seufer is the VP of Planning supporting advisors in crafting tailored financial plans and strategies that address their clients’ unique needs. His expertise spans retirement income planning, tax-efficient strategies, and investment management.

Before joining Triad Wealth Partners, David founded Gravitas Wealth Planning, where he prioritized delivering clarity and peace of mind to clients navigating the complexities of retirement. In his previous roles, David focused on building and scaling financial planning services and delivering an outstanding client experience.

As both a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, David combines deep investment expertise with comprehensive financial planning knowledge to deliver exceptional value to clients and advisors alike. When he’s not creating strategies for financial success, David enjoys family time with his wife, toddler, and two dogs. He also enjoys strategy board games, fountain pens, golfing, and everything Formula 1.

Jackson Sheputis, CFP®

Sr. Planning Specialist, Triad Wealth Partners

Jackson Sheputis is a Senior Financial Planning Specialist with Triad Wealth Partners. He specializes in developing personalized financial planning strategies and reports to assist financial advisors in communicating their recommendations with their clients. Jackson believes every client deserves a clear, honest, and detailed review of their financial picture and goals, and he creates plans with this idea in mind from start to finish.

Before joining Triad, Jackson had four years of experience in financial planning within the RIA industry. Prior to that, he received his bachelor’s degree in finance from Valparaiso University. He completed his Series 65 designation in 2021 and received his CFP® certification in 2023.

Jackson lives in Northwest Indiana with his girlfriend Kyra and their two dogs, Rae and Martin. He enjoys golfing, watching sports, and exploring things to do in the Chicago area.

Brent Coggins, MBA

Chief Investment Officer, Triad Wealth Partners

As Chief Investment Officer, Brent Coggins leads the overall investment strategy for Triad Wealth Partners, a Registered Investment Adviser (RIA). His approach to holistic investment management leadership and expertise is evident in the strategies built around asset allocation, portfolio construction, security selection, investment research, and trading.

Brent has worked in financial services for his entire career, most recently for a trust and investment management company based in Kansas City. There, he served on the investment leadership team, was the co-chair of the model portfolio committee, and oversaw the fund research team that covered all third-party managed investment products. This platform included traditional assets such as equity and fixed-income strategies, as well as alternatives including hedge funds, private equity, real estate, and venture capital.

Brent received his bachelor’s degree in economics from the University of Kansas and his MBA from the University of Missouri-Kansas City. Brent and his wife live in the Kansas City area with their two daughters. In their free time, they love spending as much time together outdoors as possible.

Dani Hampton, IACCP®

Chief Compliance Officer, Triad Wealth Partners

As Chief Compliance Officer, Dani Hampton is responsible for creating and implementing all compliance strategies at Triad Wealth Partners, a Registered Investment Adviser (RIA). In this role, Dani plays a critical part in the strategic direction of the firm’s compliance team. She also helps member firms understand the ever more demanding compliance landscape through compliance best practices and education. With more than 25 years of experience, Dani brings valuable insight to the Triad Wealth team.

Before joining Triad Wealth Partners, Dani served as a Compliance Manager for Carson Group, where she built and oversaw the company’s advertising review, audit, systems, and licensing teams. She was also the Chief Compliance Officer of First National Capital Markets, the affiliated broker dealer and municipal advisor of First National Bank of Omaha, one of the largest privately held banks in the Midwest. During her 15-year tenure at First National Capital Markets, she held several positions throughout the company in sales, operations and compliance. Prior to her time at First National Capital Markets, Dani also held multiple positions at Ameritrade and E*Trade Financial.

Dani received her Master of Science in organizational leadership from the College of Saint Mary and her bachelor’s degree from Creighton University, both in Omaha, Nebraska. Dani holds the IACCP® designation. She lives in Omaha with her husband, daughter and beloved pet cat. She loves the theater and enjoys attending theater productions, especially those her family members, especially her daughter, are performing.