Aaron Boehm is a financial advisor with COPIA Wealth Management in Bend, Oregon, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior experience includes roles at Arbor Point Advisors, Securities America, KMS Financial Services, LPL Financial, and Charles Schwab. Outside of his advisory work, he serves as a high school baseball coach for the Bend LaPine school district and is a licensed real estate agent in Oregon. COPIA Wealth Management serves individual clients, plan participants, pension and profit-sharing plans, and small businesses, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a suitability-driven investment approach focused on diversified, ETF-based model portfolios tailored to a range of risk profiles.

George Mendazona is a financial advisor at COPIA Wealth Management in Bend, OR, holding a Series 65 credential. He has three years of industry experience, including prior work at Boss Sports Performance and a background in higher education at Lubbock Christian University and Oregon State University. COPIA Wealth Management serves individual clients and small businesses, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm uses a suitability-driven, ETF-focused investment approach and provides participant account management for held-away retirement accounts.

Geoffrey Gruetzmacher is a financial advisor at COPIA Wealth Management with four years of industry experience. He holds the Series 65 designation and previously worked for the City of Kennewick for 17 years before joining COPIA in 2021. COPIA Wealth Management serves individual clients, retirement plan participants, and small businesses, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a suitability-driven investment process focused on diversified, ETF-based model portfolios tailored to various risk profiles.

Louis Bennett is a financial advisor at COPIA Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has worked at COPIA Wealth Management since 2016, including prior roles at KMS Financial Services, Arbor Point Advisors, and Securities America. Outside of advising, he serves as the Head Boys Golf Coach at Bend Senior High School. COPIA Wealth Management serves individual clients, plan participants, pension/profit-sharing plans, and small businesses, offering discretionary and non-discretionary portfolio management combined with financial planning services. The firm uses a suitability-driven approach to implement diversified, ETF-focused model portfolios across various risk profiles.