At Copper Path Financial, our team brings over 60 years of combined experience helping clients pursue their financial goals with clarity and confidence. Our advisors work diligently to provide a broad depth of knowledge and insight, supported by ongoing guidance and accessibility to address your financial questions along the way.
Our mission is to elevate the client experience by placing your goals and investments at the center of everything we do. We are committed to empowering you through financial education, thoughtful planning, and continuous support—so you can feel informed, confident, and secure as your financial journey evolves.
close
View Larger
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.
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2026 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2026 Ameriprise Financial, Inc.