Rely on Decades of Experience
We are an independent financial advisory firm with more than four decades of experience serving down-to-earth, honest, hard-working families, business owners, and successful business executives.
Jim Copeland, AIF®
Jim Copeland is the president of Copeland Financial. He has more than 20 years of experience in the financial services industry, including roles at Nationwide Financial’s home office.
Jim received his bachelor's degree from the University of Chicago and his master's of business administration from the University of Rochester. He is also an Accredited Investment Fiduciary® (AIF®).
Jim serves his community by advocating for organ donation and kidney research. When he’s not watching his kids play soccer, he enjoys watching the Columbus Crew.
Jim enjoys working with a wide variety of clients looking for personalized advice and planning services. He works with a number of family-owned businesses looking to set up a business exit strategy for retirement.
Larry C. Copeland, ChFC®, CLU®
CEO, Registered Principal
Larry Copeland received his bachelor's degree from Bluffton University and his master's degree from the University of Toledo. Larry is a Chartered Financial Consultant® (ChFC®) and a FINRA-registered principal. He has provided retirement advisory services for more than 35 years and is the founder of Copeland Financial, the agency he built from the ground up in 1975.
Larry serves his community by sitting on many local boards and charitable organizations. Larry has a special place in his heart for Bluffton University. He has been a long-time advocate for the school while serving on its board of trustees for 12 years. Larry also coached football at the high school and collegiate levels.
Larry lives in Findlay with his wife, Shirley. They stay busy by attending all of their grandchildren's sporting events throughout the year.
Senior Administrative Associate
Cathy graduated from Pandora-Gilboa High School. She wears many hats in the organization, providing administrative and client service support. Cathy has worked with Larry Copeland since 1988. She has obtained the life and health license as well as the property and casualty license. Prior to this, she worked with her parents running the family produce market.
Cathy serves her community by volunteering her time as the pianist for Pandora-Gilboa High School's musicals and the Pandora Community musicals. She lives in Pandora with her husband, Norm. Together they enjoy road trips and spending time with their grandchildren.
Registered Service Representative
Kathy Natal has been with the firm since 2004. She holds a FINRA Series 7 securities registration and is a licensed life and health agent. Kathy handles the administration of 401(k) plans, including enrollments, scheduling, and reporting for reviews. Kathy also conducts securities trades on behalf of the advisors as well as assisting with marketing and sales for the firm.
Kathy provides service to the community through her membership in the Zonta Club of Findlay. She has been a part of the club since 1993. She also serves as a member of the planning committee for the Alzheimer's Association Walk of Findlay. She lives in Findlay with her husband, Pete. Kathy and Pete are avid music fans and enjoy many different genres of music.
When working along with one of our advisors, Kathy's niche is helping business owners who want to implement new 401(k) plans for their employees or to have their current plans reviewed.
Our Extended Team
Our extended team includes the research and broker/dealer resources of Commonwealth Financial Network®, which expands the breadth and depth of what we offer. Its teams complement and assist us in providing you with the best possible service. Click on each button below to learn more.
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