Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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Valerie joined Ameriprise in November 2004. She has been essential in the growth of Copper Path Financial. Her roles include creating and processing paperwork and assisting with client service needs.
Dawn joined Ameriprise in June 2023. She has been helpful in supporting the advisors and staff of Copper Path Financial. Her role is to schedule prospective and current clients, enhance client experience, and assist in processing paperwork.
Ben joined our Copper Path Financial team in January 2024. His role preparing materials and agendas for meetings, engaging with clients in-office, and working with advisors on new and updated company features to better service clients.
Jake joined the Copper Path Financial Team in June 2025 as an intern and became a full-time employee in January 2026. He is currently involved in client and prospective scheduling, greeting clients in-office, and assisting advisors with client relations. His goal is to assist his team to be as effective, reliable, and helpful as possible.
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