COPIC Financial Team

Brad focuses on corporate retirement plan solutions, with an emphasis on defined contribution and defined benefit plans. His 20+ years of experience allow him to identify opportunities through plan design reviews, create strategies to alleviate a plan’s day-to-day administrative duties, develop fiduciary procedures for plan sponsors, provide ongoing participant education, and recognize cost saving areas within a plan. For more information on Brad's areas of focus, please visit our Retirement Plan Services and Consulting page.

Jeff has over 15 years of experience working with health care professionals, enabling him to create a blueprint for their personal and business success. His approach covers a range of areas, including debt consolidation, insurance coverage, and financial planning. Jeff believes a "one size fits all" approach does not work when it comes to managing finances and tailors his plans to meet the needs of each client. For information on the services Jeff Feakes offers, please visit our Individual Life Insurance, Individual Disability Insurance, or Financial Planning Services pages.

John Kaufman is an established professional with the expertise to navigate the ever-changing employee benefits market. With more than 18 years of experience, he offers a knowledgeable perspective on working with administrators and physicians to identify the best coverage options for their employees while developing solutions within ever-changing budget constraints. For more information on John's areas of focus, please visit our Group Benefits page.

Mitch works with clients to evaluate and develop insurance plans that best meet their professional and personal situations. He has more than 25 years of experience in the insurance industry and has extensive knowledge of cyber liability insurance, property and casualty insurance and management liability insurance, which are the foundations of business owners' coverage. For more information on Mitch's areas of focus, please visit our Property and Casualty page.

Teresa works with Mitch Laycock on Property and Casualty Insurance lines including Business, Workers’ Compensation, Management Liability, and Cyber Liability. She assists with sales and servicing accounts, interpreting coverage, and assisting with claims. She has worked in the insurance industry for over 30 years and is well-rounded and extremely knowledgeable. She takes pride in educating clients and guiding them so they’re well protected.

Aaron has been part of the insurance industry for more than 15 years. He plays two roles at Copic Financial: providing support to the Financial Services and Wealth Management areas, as well as working as the Business Development Coordinator. His extensive experience and knowledge of Copic Financial services enable him to identify the best coverage for our clients.

Jennifer has worked at Copic for more than 20 years. She assists the team with every product line in a multi-faceted role that includes accounts payable/receivable, marketing, administrative tasks, and more.

Lori assists John Kaufman with Employee Benefits Administration alongside Ashley Reef. They are the first points of contact for questions, concerns, or issues that arise.

Ashley assists John Kaufman with Employee Benefits Administration alongside Lori Palmeri. They are the first points of contact for questions, concerns, or issues that arise.