COPIA Wealth Management

Aaron Boehm is a financial advisor at COPIA Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory role, Boehm has served 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, and small businesses, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a suitability-driven investment process with diversified, ETF-focused model portfolios and provides participant account management services for held-away retirement accounts.

George Mendazona is a financial advisor at COPIA Wealth Management with a Series 65 designation and three years of industry experience. Prior to joining COPIA Wealth Management, he worked at Boss Sports Performance and has experience in educational roles at Lubbock Christian University, Oregon State University, and Ridgeview High School. COPIA Wealth Management serves individual clients, plan participants, pension/profit-sharing plans, and small businesses with discretionary and non-discretionary portfolio management, typically paired with financial planning. The firm uses a suitability-driven process to implement diversified, ETF-focused model portfolios and offers participant account management services for held-away retirement accounts.

Geoffrey Gruetzmacher is a financial advisor at COPIA Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at COPIA since 2021. Prior to his advisory role, he was employed by the City of Kennewick for 17 years. COPIA Wealth Management serves individual clients, plan participants, and small businesses, offering discretionary and non-discretionary portfolio management combined with financial planning. The firm employs a suitability-driven investment approach focused on diversified, ETF-based model portfolios tailored to clients’ risk profiles.

Louis Bennett is a financial advisor at COPIA Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Arbor Point Advisors and SECURITIES AMERICA, inc. Outside of his advisory role, Bennett serves as the Head Boys Golf Coach at Bend Senior High School. COPIA Wealth Management serves individual clients, plan participants, and small businesses by providing discretionary and non-discretionary portfolio management alongside financial planning. The firm uses a suitability-driven process to implement diversified, ETF-focused model portfolios tailored to clients’ risk profiles.