Analysing Data

WE USE A VALUES-BASED FINANCIAL PLANNING PROCESS AND CREATE A FINANCIAL ROAD MAP® DESIGNED TO HELP YOU EXPLORE YOUR VALUES, IDENTIFY YOUR GOALS, AND GAIN A CLEAR UNDERSTANDING OF YOUR FINANCIAL HEALTH AND FUTURE DIRECTION

 

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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KATY WOODS

Insurance Advisor

Katy is a Pacific NW native and currently resides in Oregon with her family. Her experience in Business Administration, Human Resources, Tax Prep, Accounting, and being a small business owner for 10+ yrs gives her great insight to assist clients with planning for life’s milestones. Katy and her husband own a restaurant in Oregon. She strives to help other restaurants and small business owners ensure that they are financially and legally protected for each step of growth for long-term success and prosperity.

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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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KAILA GANA

Recruiting Manager & Executive Assistant

Kaila handles new agent recruiting and onboarding.  She's an invaluable member of the staff and service as Executive Assistant.