Representatives and Staff
GREGORY C. KOPAN
CEO/Registered Principal
Greg Kopan is the CEO and Registered Principal of Beacon Financial, LLC, managing independent advisors in offices in Ohio, Michigan, Minnesota 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, health and variable products. Greg is an experienced investment advisor and Accredited Investment Fiduciary working with business owners and professionals.
In addition to his responsibilities at Beacon Financial, Greg has held leadership roles on a number of outside boards including mutual fund companies. He is currently the chairman of the Cetera Advisors Advisory Council.
Greg is a graduate of Wittenberg University with a BA degree in Business.
HENRY P. DEMAIN
Financial Consultant
Henry is a 31 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 45 years and have 2 married sons and 3 granddaughters.
Henry and Karen enjoy traveling and also visiting their out of town children and grandchildren.
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.
Jim and Stephen use programs such as EMoney, Riskalyze, and Portfolio Snapshot to provide diversified, risk appropriate portfolios to clients in pre and post retirement.
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.
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 supervising 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.
michael.baker@ceteraadvisors.com
STEPHEN J. KENNEDY
Financial Consultant
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 use programs such as EMoney, Riskalyze, and Porfolio Snapshot to provide diversified risk appropriate portfolios to clients in pre and post retirement.
Stephen is 3rdgeneration in the Investment and Insurance business after following in his Dad and Granddad's footsteps. Stephen has his Series 7 and Series 63, and Series 65 licenses. He is also licensed for life and health insurance.
DANIEL J. RUDSKI
Financial Planner and Investment Advisor Representative
In his financial planning practice, Dan provides comprehensive services to a select group of clients who have already retired or who hope to retire in the near future and who are looking for assistance in managing their investments and income.
Dan's clients seek his financial advice when faced with events such as retirement, inheritance, divorce, sale of a business, health concerns or the loss of a loved one. Through his comprehensive services, he helps people feel more confident in their financial future.
By sitting on the board of trustees and finance boards of area non-profits, Dan also has insight in endowment investment management.
Education
Dan attended Central Catholic High School and continued his education at Lourdes University where he attained his BIS degree.
Personal
Dan and his wife, Tegan, reside with their three sons in Holland. He has served on a number boards and currently sits on the St. Joan of Arc Athletic Board and Lial Catholic School Board. He has coached basketball and baseball at the junior high level over the last 20+ years.
Registrations
Series 7
Series 63
Series 6
Life and Health Insurance license
Investment Advisor Representative
daniel.rudski@ceteraadvisors.com
www.linkedin.com/in/dan-rudski-28a15832/
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 approximately 30 representatives and their staff.
TERRI S. DAVIS
GLORIA J. BUGANSKIBusiness 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.
JULIE A SIMCOX
Administrative Assistant
Julie Simcox has worked as an Administrative Assistant to Daniel Rudski since January 2019. She has over 16 years experience working in the investment/insurance industry. Julie had previously worked in the family business as the Accounting Manager.
julie.simcox@ceteraadvisors.com