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.