Jim Copeland, AIF®

Jim Copeland, AIF®

President

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.