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

Theodore Siffel

Financial Advisor

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Gene Peters

CFP®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Vicki Marsh

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
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Jon Parker

Financial Advisor

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George Goodall

Financial Advisor

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Chris Schalk

CFP®

Financial Advisor

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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.

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Dawn Davis

Dawn Davis

Client Service Specialist

Personal Intro

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

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Andrew Jones

Administrative Assistant

Benjamin Ledford

Client Service Specialist

Dallas Horn

Administrative Assistant