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At Copeland, Allen & Kramp Financial we provide investment guidance that has purpose, adds value, and is realistic to our clients needs. We strive to exceed your expectations by delivering the values we hold firm. We value relationships, service, integrity, and the ability to stay authentic. We look beyond investing and bring a team based approach so you can confidently move forward on your financial path. We transform your complex concerns into simple, streamlined solutions. We have been proven in our ability to work with family wealth, business owners, and top executive leaders. We take pride in giving back to the communities that have helped us along the way, just like the families we serve.
We help develop and implement wealth management plans that account for all of the family’s assets – especially the business. Our approach is born from experience as a business owners that are faced with many of the same challenges like succession planning, protecting your business and key employees, 401(k) plans and more.
We possess experience in managing concentrated stock portfolios, stock options and deferred compensation plans. We can help executives navigate charitable giving strategies, intergenerational wealth transfer planning and insurance strategies (life, disability, health and long-term care).
We help families determine and manage their personal goals, preferences and risk tolerance for their retirement and if necessary, future generations.
When you’re facing a transition in your life, whether it’s a job change, a divorce, the passing of a loved one, or transitioning into retirement, we’re here to help you make sense of all of your options as you move forward. We will work with you to understand all of your available financial options, help set priorities and guide you through tough decisions.
Jim Copeland is the President of Copeland, Allen and Kramp Financial. Hehas more than 20 years of experience in the financial services industry including roles at Nationwide Financial’s home office, and several insurance and annuity technical standard groups for ACORD.
Jim received his Bachelor's degree from the University of Chicago and his Masters of Business Administration from The William E. Simon Graduate School of Business in Rochester, NY. He is an Accredited Investment Fiduciary (AIF).
Jim provides service to his community by advocating for organ donation and kidney research. Jim is passionate about supporting the American Autoimmune Related Diseases Association. Jim lives in Findlay with his wife Monica and children. Jim and Monica spend a good amount of time running all over to various soccer games. When he’s not watching his kids play soccer, he enjoys watching the Columbus Crew.
Jim enjoys working with a wide variety of clients looking for personalized advice and planning services. He has a niche of working with family owned businesses who are looking to set up a business exit strategy for retirement.
Kathy Natal has been with the firm since 2004. She holds a General Securities Series 7 license and is a licensed Life & Health agent. Kathy handles administration of 401(k) plans including enrollments, scheduling, and reporting for reviews. Kathy also conducts securities trades on behalf of the advisers as well as assisting with marketing and sales for the firm.
Kathy provides service to the community by her membership in the Zonta Club of Findlay. Kathy has been apart of the Zonta Club of Findlay since 1993. She also serves as a member on the planning committe for the Alzheimer's Association Walk of Findlay. She resides in Findlay with her husband Pete. Kathy and Pete are avid music fans as they enjoy many different genres of music.
When working along with one of our advisors, Kathy's niche would be would be business owners who are wanting to implement new 401(k) plans for their employees or to have their current plans reviewed.
*Registered representative of Voya Financial Advisors, Inc. (member SIPC). Does not offer securities are Voya Financial Advisors.
Titus is known for working with executive level managers who may have deferred compensation plans or stock options. He has also been proven in helping his executive level clients and business owner clients navigate charitable giving strategies.
Nicole joined the firm in January of 2020 with 10 years of experience in the financial services industry. Her experience in the banking industry included consumer lending, business banking and treasury management for commercial and public fund clients. She is a Bluffton University graduate and a lifelong resident of Hancock County. Currently she is in charge of our marketing and business development at Copeland, Allen & Kramp Financial.
Nicole provides service to the community by volunteering with the United Way of Hancock County and other local organizations. She is the President of Hancock Youth Leadership and the Treasurer for the Hancock Leadership Alumni Association. Nicole has a passion for teaching financial literacy as she feels it is a missed mark especially with our youth. Nicole and her husband Andy live on their family farm in rural Hancock County where they raise their 3 children. A few of Nicole's favorite things would be the Cincinnati Bengals, the blues lakes of Michigan, and taking trips to the Zoo with her children.
Nicole enjoys working with farm families and women in need of financial guidance during life events.
Rodney is the Vice President of Copeland, Allen & Kramp Financial. He obtained FINRA 6, 7, 63, and 66 registrations. He has over 28 years of experience in business financial planning and operations.
Rodney and his wife of over 26 years, Kate, reside in Findlay. They have one daughter, one son, and three grandchildren. Rodney and his wife love traveling, biking, and the beach at Fort Myers.
Rodney has been successful at working with self-employed individuals and early retirees that have unique benefit plans here in Findlay. This has allowed him to use a curated approach while focusing on financial risk, investment strategies, wealth accumulation, and retirement planning.
Larry Copeland received his Bachelor's degree from Bluffton University and his Master's degree from the University of Toledo. Larry is a Chartered Financial Consultant (ChFC) and a FINRA-Registered Principal. He has worked in the retirement arena for over 35 years and is the founder of Copeland Financial, where he started the agency from scratch in 1975.
Larry has provided service to his community by sitting on many local boards and charitable organizations. Larry has a special place in his heart for Bluffton University. He has been a long time advocate for them while serving on their board of trustees for 12 years. Larry has also coached football at the high school and collegiate level.
Larry resides in Findlay with his wife, Shirley. Larry and Shirley stay busy by attending all of their grandchildren's sporting events on the weekend.
There's no phone tree, long hallways or fear you'll be speaking with a stranger. When you walk through our doors, you’ll always be connecting with your trusted advisor, someone who is deeply familiar with you and your financial picture.
Nobody is born with all the answers when it comes to retirement. That’s why we limit ourselves to working with a select number of clients, so we can bring them the personalized attention needed to feel confident and comfortable at any stage in life.
Our experienced team works with a variety of clients - from Fortune 500 executives to small business owners and individuals experiencing a divorce. We’re likely well-versed in your unique financial circumstances and have helped others conquer similar concerns.