Copper Path Financial Advisors

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.



Advisors

Gene Peters

CFP®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gene Peters's website

Theodore Siffel

Financial Advisor

Visit Theodore Siffel's website

Vicki Marsh

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Vicki Marsh's website

Stephen Horn

Financial Advisor

Visit Stephen Horn's website

Jon Parker

Financial Advisor

Visit Jon Parker's website

Chris Schalk

CFP®

Financial Advisor

Visit Chris Schalk's website


Team

Valerie Johnson

Valerie Johnson

Administrative Assistant,

Office Manager

Personal Intro

Valerie joined Ameriprise in November 2004. Her primary responsibilities include processing paperwork and assisting with client service needs.

View more
Dawn Davis

Dawn Davis

Client Service Specialist,

Client Concierge

Personal Intro

Dawn joined Ameriprise in June 2023. Her responsibilities include processing paperwork, assisting with client service needs, and scheduling appointments.

View more

Andrew Jones

Administrative Assistant

Benjamin Ledford

Client Service Specialist