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



Our advisors

John Kopeck, Private Wealth Advisor serving the Cincinnati, OH area - Ameriprise Advisors

John Kopeck

CFP®, AAMS, APMA

Private Wealth Advisor

Managing Director
Learn more about John Kopeck Visit John Kopeck's website
Zach Kopeck, Financial Advisor serving the Cincinnati, OH area - Ameriprise Advisors

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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Jill Eisenhart

Jill Eisenhart

Operations Leader