COOPERRIDER & ASSOCIATES

Using our exclusive Confident Retirement^® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

COOPERRIDER & ASSOCIATES

COOPERRIDER & ASSOCIATES

Mark Cooperrider

Mark Cooperrider

Financial Advisor

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Contact

mcooperrider@ampf.com

216.464.5866

Designations

CFP^®

Top Areas of Focus

Retirement Income Strategies
Wealth Preservation Strategies
Family Finances

Education

Miami University - BS Business, Accounting and Finance

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Bryan Barragate

Bryan Barragate

Financial Advisor

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Contact

BBarragate@ampf.com

216.464.5999

Designations

CRPC^®

Top Areas of Focus

Investments
Retirement Planning Strategies
Family Finances

Education

Graduated from Eckerd College with a Bachelor of Business Administration 1994

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Larry Domin

Larry Domin

Financial Advisor

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Contact

ldomin@ampf.com

216.464.5355

Top Areas of Focus

Wealth Preservation Strategies
Investments
Family Finances

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Kenneth Lowe

Kenneth Lowe

Financial Advisor

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Contact

216.464.5887

Top Areas of Focus

Investments
Retirement Planning Strategies
Insurance

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Pamela Simon

Client Service Coordinator

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Contact

pamela.x.simon@ampf.com

216.464.3900