Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

John Kopeck

CFP®, AAMS, APMA

Private Wealth Advisor

Managing Director
Learn more about John Kopeck Visit John Kopeck's website

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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