Analysing Data

"PLANNING IS BRINGING THE FUTURE INTO THE PRESENT SO THAT YOU CAN DO SOMETHING ABOUT IT NOW."

- ALAN LAKEIN -

Create the Life You Deserve

Copa Wealth Strategies employs a values-based process to help you achieve your financial goals. Our process addresses the skill set as well as the mindset. We believe in providing an oasis for busy families and professionals to pause, reflect, and tune in to their own greatness so that they can regroup for their next leap forward.  We do this in an effort to support our clients throughout their lives and help them make financial breakthroughs.

By working with our team, you can expect external results such as saving more money, lowering your taxes, protecting your family and most valuable assets, maximizing your retirement, and having a road map to a more secure future.  This leads to internal results such as feeling in control, being more present for your family and loved ones, and living a happier life.  Imagine the impact these results can have on your family, career, relationships, and life.  Click below to learn more about our services.

 

TEAM

Get to Know Us

Copa Wealth Strategies is a fast-growing insurance agency whose agents are committed to helping families protect their loved ones.  We offer mortgage protection programs, final expense plans, retirement strategies, investment solutions, and much more.  Contact us for a free consultation or if you are interested in joining our team.

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YESENIA MARTINEZ

Insurance Advisor

Born in the Dominican Republic and raised in New York City, Yesenia has a life insurance broker license in various states and has an extensive history in operations and administration.  She started her career in investment banking at Credit Suisse. That led her to various other industries, where she found a home at the TED Conference organization. During her nearly ten years at TED, she sharpened her operational skills and helped the company grow from 6 employees to over 150 and three offices. She was involved with everything from event planning, human resources, accounting, and administration.


She holds a B.S. from NYU in Health Policy and a Masters in Acupuncture.

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BRUCE SEVERSON

Insurance Advisor

Bruce Severson is the youngest of four kids and was raised in Thurston, OR. He served our country for five years in the United States Marine Corp. as a Crew Chief on a helicopter and managed a door gun while in flight for combat missions and casualty evacuations during the war.  Bruce has always enjoyed helping families as a counselor and now as a financial professional.  He focuses on IRAs, Annuities, IULs, Mortgage Protection, and Final Expense insurance. Bruce is a proud new father to his first son.

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UTISHIA CRAIGE

Insurance Advisor

Utishia Craige is from Mobile Alabama and brings her southern charm to the Pacific Northwest. After earning her MBA from Pacific University in Forest Grove, Oregon, she joined Copa Wealth Strategies to assist everyday Americans with living a less stressed financial life. Her hobbies include traveling and learning about different cultures, gardening, singing, and listening to music. She is a self-motivated, strategic thinker that enjoys taking on new challenges.

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LUIS DE LOS SANTOS

Insurance Advisor

Luis De Los Santos was born in the Dominican Republic and grew up in Brooklyn, NY.  He studied engineering at Columbia University and worked in business, consulting, training and finance on 3 continents.  He joined Copa Wealth Strategies to bring his diverse skills to help people protect their families and build a solid legacy. He is multi-lingual and loves to travel, hike, read, and explore new cities and countries.

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ELIZABETH INFANTE GARCIA

Insurance Advisor

Elizabeth is an experienced professional with a high level of authenticity. She has spent a lot of time on both personal and educational growth. Her passion for innovation has afforded her the ability to work with many skilled leaders in the community. The skills she has learned have molded her into a person who will work hard at anything she does. She keeps her focus on the company goals and stays aligned with their ethics.

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GIA DELOS REYES

Executive Assistant

Gia keeps the train running on time.  We could not do what we do for our clients without her.

 
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“Do not dwell in the past, do not dream of the future, concentrate the mind on the present moment”

Buddha