Our Firm

Wayne Copelin - President and Founder

Wayne Copelin, has been in the financial services industry since 1986, he is Series 7 and 63 securities licensed, Group 1 insurance licensed, and holds three academic degrees. In 1990 Mr. Copelin completed the Personal Financial Planner coursework (University of Houston Graduate School of Business). Since 1990 he has been a member of the IAFP (International Association for Financial Planning), which, in 2000, became the Financial Planning Association. He regularly teaches financial planning classes for various school districts in the Houston area and in 1992 he took a year sabbatical to teach business at a university in the People’s Republic of China.

Jeremiah Patterson - Client Service Advisor

Debbie Reitsema, CFP®  - Client Service Advisor

Karen Copelin - Receptionist