Our Team

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.

Christopher Fisher

Christopher Fisher

President

David G. Pollock

David G. Pollock

Case Design Specialist

Vicki L. Fisher

Vicki L. Fisher

Administrator

William H. Koptis

William H. Koptis

Founder

In Memoriam (August 1927 – April 2016)

Bill Koptis accumulated over 50 years of experience in the insurance and financial services industry. He was a seasoned authority on the complexities of the closely held business and the transfer of wealth in estates. Bill was truly gifted with insight and wisdom.

Bill admired and respected his business clients living by the mottos, “He who serves best, serves most”, “Service above self” and “Earn the right to serve”. His optimism and energy were strongly balanced with analytical bottom-line thinking that allowed him to focus instinctively on the priorities of others. These attributes earned him the trust and confidence of some of the most astute leaders in the business community.

Over his career, Bill mentored several successful insurance professionals. His legacy is perpetuated as The Koptis Organization continues to serve the needs of clients and build a bright future.

Bill was an avid teacher of the Bible and loved sharing his Christian faith. He had a passion and desire to bring people to a commitment to Jesus Christ as their personal Savior.

Bill will be dearly missed by his family, his clients, his associates, and friends.

Disclosure

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. The Koptis Organization is independently owned and operated. The Koptis Organization is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
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The Koptis Organization

30432 Euclid Avenue, #201
Wickliffe, OH 44092
Phone: 440.526.2525
Fax: .440.526.4328

The Koptis Organization ©