Copper Financial ("Copper Financial") provides credit unions a member focused experience by delivering a fully integrated investment program that has your members' best interests in mind – and they don’t need to hit a certain income bracket or savings level to get started. 

With an array of best-in-class technology, coupled with more than 20 years of investment experience, we have built investment programs from the “inside” with direct guidance and oversight from an executive team who has walked in your shoes. 

Through our Financial Professionals, we offer a comprehensive suite of investment services including Financial Planning, IRAs, Rollovers, Trust Services, and Insurance, to name a few. And Copper Financial is CUSO owned, so we truly understand what it means to put members’ needs first. 

Securities and advisory services offered through Copper Financial (“Copper Financial”), Member FINRA/SIPC. Copper Financial a SEC registered investment adviser. Products offered through Copper Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Copper Financial is a wholly owned subsidiary of CommunityAmerica Credit Union. Any links to third-party websites are provided for information purposes only. Copper Financial is not affiliated with and does not endorse, authorize, or sponsor the website or its respective sponsors. Copper Financial is not responsible for the content of the website or the collection or use of data the website may collect. For important disclosures from Copper Financial, including our Electronic Communications Guidelines, please visit cu.financial/disclosures.re.


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Copper Financial

Copper Financial's headquarters in Lenexa, United States

The 1800 South Outer Road office focuses on ensuring regulatory adherence and compliance across various business operations.

1800 South Outer Road

Kenzie Knight

Mike Haggerty

Karl Geisler

Heath Burch

Matt Fitzgerald

Joseph Luisi

Michael D.

Brad Mauderer

Alyssa Akers

The Wealth Management Team at Copper Financial focuses on providing personalized financial planning and investment services for credit union members. This team leverages cutting-edge technology and extensive experience to deliver comprehensive solutions including IRAs, rollovers, trust services, and insurance, aiming to meet the unique financial needs of each member regardless of their income or savings level.

Wealth Management Team

This department focuses on providing personalized financial advice and investment strategies to clients.

Wealth Management

The Operations Team at Copper Financial is responsible for ensuring the seamless execution of day-to-day activities related to the company’s investment programs. They manage account setups, process transactions, handle compliance documentation, and provide operational support to financial professionals. This team ensures that all operational workflows are efficient, compliant, and aligned with the company’s commitment to delivering member-focused investment services.

Operations Team

This department manages financial operations, advisory services, and investment activities.

Finance and Advisory

This department provides assistance and solutions to customer inquiries and issues.

Customer Support

The Leadership Team at Copper Financial is responsible for setting the strategic direction of the company, ensuring regulatory compliance, and overseeing the execution of key business initiatives. Comprised of senior executives, including the President and Vice Presidents, this team provides the vision and operational oversight necessary to maintain the highest standards of service and to drive organizational growth. Their expertise directly influences the development and delivery of comprehensive investment services tailored to meet the unique needs of credit union members.

Copper Financial

Org chart

Teams

Wealth Management Team

Wealth Management

Operations Team

Finance and Advisory

Customer Support

Leadership Team

Offices

Copper Financial

Org chart

Teams

Wealth Management Team

Wealth Management

Operations Team

Finance and Advisory

Customer Support

Leadership Team

Offices

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