Many Financial professionals today practice within a very narrow framework and, consequently, only achieve limited success in accomplishing all of the client’s goals and objectives. The Koptis Organization, on the other hand, does not allow itself to be bound by conventional wisdom. We are continually working to stay on the cutting edge of financial creativity, which requires us to constantly be. . . THINKING BEYOND.

William H. Koptis, CLU

Founder & President

Christopher Fisher

Sales & Marketing Director

Judy A. Jacobs

Chief Financial Officer

Peter Balunek

Sales & Marketing