Our team here at Copper Path Financial, is proud to provide over 60 years of experience in helping our clients reach their financial goals. 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 and confident in your growth.
Valerie joined Ameriprise in November 2004. She has been essential in the growth of Copper Path Financial. Her roles include creating and processing paperwork and assisting with client service needs.
Dawn joined Ameriprise in June 2023. She has been helpful in supporting the advisors and staff of Copper Path Financial. Her role is to schedule prospective and current clients, enhance client experience, and assist in processing paperwork,
Andrew joined our Copper Path Financial Team in June 2023. As of February 2025, he has taken on the role of Paraplanner. He assists advisors with financial planning workflow, answering client questions related to their accounts and/or financial plans.
Ben joined our Copper Path Financial Team in January 2024. His role preparing materials and agendas for meetings, engaging with clients in-office, and working with advisors on new and updated company features to better service clients.
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