Beacon Financial, LLC

CONNECT

Address:

5746 Park Center Court
Toledo, OH 43615

Phone:

419.725.1501

Fax/Other:

419.725.1511

Representatives and Staff

GREGORY C. KOPAN

President/Financial Consultant

Greg Kopan is the founding President of Beacon Financial, LLC, managing over 30 independent advisors in Ohio, Arizona, Michigan and Wisconsin. Greg has been an advisor since 1985. His securities registrations include Series 24, Series 7, Series 51,  Series 63 and is insurance licensed for life and health and variable products. Greg is an experienced investment advisor working with business owners and professionals.

In addition to his responsibilities at Beacon Financial Greg has held leadership roles on various Advisory Councils for Cetera Advisors and mutual fund companies. Some other community affiliations include:

  • University of Toledo Foundation (former chairman)
  • The Medical College of Ohio Board
  • ProMedica Wildwood Orthopaedic and Spine Hospital Board
  • Inverness Club Board
  • Western Golf Association, Evans Scholars, Director
  • Toledo Opera Board

Greg is a graduate of Wittenberg University with a BA degree in Business. 

gkopan@ceteraadvisors.com

 


HENRY P. DEMAIN

Financial Consultant

Henry is a 26 year veteran in the Financial Services industry. He focuses on managing assets of retirees or near retirees. To help accomplish the client's particular retirement needs, Henry works with third party money managers using specific dividend and income portfolios.

Henry and his wife Karen have been married for 39 years and have 2 married sons and 2 granddaughters.

Henry and Karen enjoy traveling and also visiting their out of town children and grandchildren.

hdemain@ceteraadvisors.com

 


JAMES W. KENNEDY, JR, CFP®

Financial Consultant

Jim Kennedy started his career working for his father in the life insurance business in 1976. His father passed away in 1981. In 1983 Jim began to transition over to the investment business, eventually leading him to Beacon Financial. His son Stephen joined him in 2008.  Together they provide risk managed portfolios to many of their clients in pre and post retirement.  Jim and Stephen both work very hard to help their clients achieve their goals with risk appropriate solutions.  Jim was taught by his father the importance of service to their clients.  Jim is now passing this same message on to his son. Jim feels it is a privilege to have worked on both sides of a father-son business.

jwkennedy@ceteraadvisors.com

 


JAMES E. BUNKE

Financial Consultant

Jim Bunke has more than 40 years in the financial services industry.  This experience provides him with a level of expertise that clients trust for their financial confidence.  Jim attended Bowling Green State University, majoring in education, as well as being a member of Alpha Tau Omega Fraternity.  He served two years in the US Army at Fort Dix, New Jersey and Neu Ulm Germany. Jim holds FINRA Series 6 and 63 registrations and is insurance licensed for life, health and variable products.  Jim and his wife, Deborah, are the parents of two daughters and a son and have four grandchildren.  In addition to his family, Jim enjoys playing golf, watching college football and basketball.

jebunke@ceteraadvisors.com

 


MICHAEL L. BAKER

Financial Consultant

Mike started in the financial services industry in 1983 and has focused his 30 year career on small business retirement plans and individual retirement income needs.  His securities registration include Series 24, 7, 6, 63, and is insurance licensed for Life, Health and variable products.  In addition to his investment advisory business Mike also assists Greg Kopan in managing the over 30 representatives affiliated through Beacon Financial, LLC.

Mike  graduated from the University  of Toledo in 1971 and prior to entering the financial services industry enjoyed a twenty year career in national, state, and local government and politics.

Mike has been married to Kathleen (Kate) for 35 years and they have two adult children.

michael.baker@ceteraadvisors.com

 


STEPHEN J. KENNEDY

Registered Representative

Stephen Kennedy graduated from St. Francis DeSales in 2004. He attended Bowling Green State University where he majored in Financial Planning, graduating in 2008. After graduation he joined his dad at Beacon Financial. Together they have been providing risk managed portfolios to their clients in both pre and post retirement. Stephen is 3rdgeneration in the Investment and Insurance business after following in his Dad and Granddad’s footsteps.  Stephen is Series 7 registered and is licensed for life and health insurance.

sjkennedy@ceteraadvisors.com

 


BECKY L. SCHETTER

Operations Manager

Becky Schetter is a two time graduate of Bowling Green State University.  She received her Bachelor of Science degrees in Education in December 1991 and in Business Administration in May 1997.  She began working for the partners as a Client Service Administrator in 1999 and is currently the Operations Manager under Greg Kopan assisting over 30 representatives and their staff.
 
 
 

TERRI S. DAVIS
 
Service Administrator
 
Terri Davis has worked at Beacon Financial as a Service Administrator to Henry DeMain, Jim Kennedy and Greg Kopan since November 2006.  She has over 27 years experience working in the Investment/Insurance industry.  She also has had previous experience in the Service/Retail industry as a Business Owner and General Manager.
 
 
 
 
 
 

GLORIA J. BUGANSKI

Business Manager/Information Technology Manager

Gloria J. Buganski is the Business Manager and Information Technology Manager for Beacon Financial/Granite Capital. Gloria began working for James Kennedy in 1985, joined Butler Capital in 1998 and continued on with Beacon Financial in 2005. Gloria graduated from the University of Toledo in 1981 with an Associates Degree in Data Processing and in 1982 with a Bachelor of Science in Business Services.

gbuganski@ceteraadvisors.com