Our team here at Copper Path Financial, is proud to provide over 60 years of experience in helping our clients, you, reach their financial goals. We specialize in ensuring you are prepared for the future, starting today. Our advisors will work diligently to offer a breadth of knowledge and insight to you as our team offers ongoing support to your financial inquiries. Our aim is to elevate the level of service to our clients by focusing on your goals, your investments and encouraging you to be financially educated in your growth. We are attentive to your plans as well ensuring we support you and your family to financially confident in your future.
Valerie joined Ameriprise in November 2004. Her primary responsibilities include processing paperwork and assisting with client service needs.
Dawn joined Ameriprise in June 2023. Her primary responsibilities include processing paperwork, assisting with client service needs, and scheduling appointments.
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