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.

Matthew Copley - President & CEO

Jessica Roth - Executive Vice President

Dave Magee - Fiduciary Financial Advisor

Kelly Junge - Operations Supervisor

Philip Denstad - Fiduciary Financial Advisor

Troy Robertson - Fiduciary Financial Advisor

Olga Sobierajski - Financial Advisor's Assistant

Kent Hulse - Fiduciary Financial Advisor

Matthew Klein - Fiduciary Financial Advisor

Strategic Alliances