Financial Advisors

Our passion is helping members with their financial well-being. No matter how big or small your financial goals are, we are here to help you build a plan to reach them. We believe all members should have the opportunity to reach their goals, regardless of where they are on their financial journey.

We look forward to connecting you with a Wealth Advisor to gain insights into managing your financial future and start your personalized financial plan.

Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and Wealth Management by CommunityAmerica are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.

Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Link to the Copper Financial Customer Relationship Summary.

Investment and insurance products offered through Copper Financial: