Copley Gerdes

The word "family" is usually important to all of us but to Copley Gerdes, it is the foundation by which he makes all decisions. Family, to him, means more than just his kin, he views his friends and clients as family. This shines brightly through the unique relationship he develops with each client and the passion he has to make a positive impact on his clients' financial futures. He is committed to providing transparency throughout the entire financial planning process while educating his clients every step of the way. Copley loves to work with like-minded, forward-thinking, rising leaders who see the value in building a better future for themselves, their loved ones and their community.