Alec Copeland

Alec approaches his role with creativity and connection, always working to build on relationships. He enjoys getting to know people and is a ready listener. For Alec, the most rewarding part of his work is empowering clients to turn their financial plans into meaningful life experiences. His approach to retirement guidance is balanced: “Nothing is as good or as bad as it seems.”

Alec graduated from Grand Valley State University, where he studied finance and accounting. This academic foundation, paired with his professional experience as an associate banker at Chase Bank, has equipped him with skills, experience and knowledge for the dynamic world of financial planning. Alec currently holds a Series 65 license, as well as a life, accident and health insurance license, enabling him to provide a spectrum of financial guidance for his clients.

When Alec isn’t working with clients, you’ll find him outdoors enjoying nature or indulging his passion for history. A Lake Fenton native, he loves hockey, skiing, golfing, hiking, fishing and traveling. Alec also cherishes quality time up north with his family and his fox red Labrador, Ruger.