Beacon Financial: Your Experienced Financial Advisors

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 C. Kopan, AIF

CEO/ LPL Registered Principal

James W. Kennedy, Jr.

LPL Registered Representative

Stephen J. Kennedy

Financial Advisor

Daniel J. Rudski

LPL Financial Planner and LPL Investment Advisor Representative

Becky L. Schetter

Operations Manager

Terri S. Davis

Service Administrator

Gloria J. Buganski

Business Manager/ Information Technology Manager

Julie A. Simcox

Administrative Assistant

Jacquelin Moody

Financial Advisor

Elizabeth Reetz

Registered Administrative Associate

Ted A. Calabrese, CLU, ChFC, AIF

Investment Advisor Representative

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

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