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

Founder of Copper Path Financial Advisors
Visit Theodore Siffel's website

Stephen Horn

Financial Advisor

Visit Stephen Horn's website

Chris Schalk

CFP®

Financial Advisor

Visit Chris Schalk's website

Vicki Marsh

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Vicki Marsh's website

Jon Parker

Financial Advisor

Visit Jon Parker's website

Gene Peters

CFP®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gene Peters's website

George Goodall

Financial Advisor

Visit George Goodall's website


Team

Valerie Johnson

Valerie Johnson

Administrative Assistant,

Office Manager

Roles & Responsibilities

  • 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

Ben Ledford

Client Service Specialist

Andrew Jones

Client Service Specialist

Dallas Horn

Client Relationship Manager