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.


Credit

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Investment Management

Venture Capital

Copper Financial

Karl Geisler

Kenzie Knight

Mike Haggerty

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

Wealth Management Team

Leadership Team

Operations Team

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Team members

Other teams at Copper Financial

Wealth Management Team

Leadership Team