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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Team photo for Kopeck Wealth Management Group
Team photo for Kopeck Wealth Management Group

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Our advisors

Advisor photo for John Kopeck

John Kopeck

CFP®, AAMS®

Private Wealth Advisor

Managing Director
Learn more about John Kopeck Visit John Kopeck's website
Advisor photo for Zach Kopeck

Zach Kopeck

APMA®

Financial Advisor

Learn more about Zach Kopeck Visit Zach Kopeck's website


Our team

Lauren Saulnier

Lauren Saulnier

Registered Client Service Associate,

Practice Manager

Qualifications

  • SIE

  • Series 7

  • Series 66

  • Ohio Life and Health Insurance

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