Our Team
We have distinguished ourselves through years of experience, certifications, licenses, professional affiliations, and education. Professionals whose breadth of knowledge can help provide you with valuable insights.
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Matthew Copley
CEO & President
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Jessica Roth
Executive Vice President
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Alan Bunce
Chief Operations Director
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David Magee
Fiduciary Financial Advisor
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Kent Hulse
Fiduciary Financial Advisor
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Philip Denstad
Fiduciary Financial Advisor
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Troy Robertson
Fiduciary Financial Advisor
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Matthew Klein
Fiduciary Financial Advisor
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Emily Schillinger
Financial Advisor’s Assistant
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Kristie Gibson
Financial Advisor’s Assistant
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Olga Sobierajski
Financial Advisor’s Assistant
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Athena Assalone
Administrative Assistant
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Jordan Velez
Administrative Assistant
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Gizel Vizcaya
Accountant
