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Our Team

Experience and Perspective Where You Need it

Here at Beacon Financial, we understand the importance of longevity and long-term relationships. Certain members of our team have served in the financial industry together for more than 40 years. We are a multi-generational practice, capable of bringing multiple perspectives to the table. We view your wealth along a horizon, working toward predictability over the long-term.

Gregory Kopan

Gregory C. Kopan

CEO/Registered Principal

James Kennedy

James W. Kennedy, Jr, CFP®

Financial Consultant

Michael Baker

Michael L. Baker

Financial Consultant

Stephen Kennedy

Stephen J. Kennedy

Financial Advisor

Daniel Rudski

Daniel J. Rudski

Financial Planner and Investment Advisor Representative

Becky L. Schetter

Operations Manager

Terri Davis

Terri S. Davis

Service Administrator

Gloria Buganski

Gloria J. Buganski

Business Manager/Information Technology Manager

Julie Simcox

Julie A. Simcox

Administrative Assistant

Our Services

Our financial services are designed to simplify and centralize financial planning so you can live the lifestyle you want as you move to and through retirement.

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Our Approach

Your family is your most valued asset. That’s why we take a family-centered approach to your wealth, with long term and generational perspectives.

Our Approach

Contact Us

Ready to get started? Let Beacon Financial’s advisors guide you toward your wealth horizon and desired lifestyle for today and in retirement.

Contact Us Today