CONCORDIA FINANCIAL GROUP - Key Persons
Ashlie joined Concordia Financial Group in 2017. She has an extensive background in banking for over 11 years. In her role at Concordia, she assists Rich to implement new client proposals and track new accounts, ensuring they are being processed correctly and in a timely manner. Ashlie also follows up on company goals and deadlines, assuring efficient productivity in the office. As the company facilitator, she attends to client service requests and schedules annual client reviews.
George joined Concordia Financial Group in 2012 while he was a student at William Paterson University. He graduated in 2013 with degrees in Accounting and Financial Planning. Prior to joining Concordia, he worked in the insurance industry and holds insurance licenses for Property, Casualty, Life & Health Insurance. George keeps very busy coordinating Concordia seminars and educational forums. His responsibilities include implementing and maintaining personal financial websites, assembling data for client reviews and planning. He also manages the day-to-day operations of the office and client access to the firm's wealth management website.
Richard Gopin graduated from the University of Delaware in 1984 with degrees in both Accounting and Finance. He started his career as a tax advisor working for several CPA firms. He obtained his CFP® designation in 1990 and worked for several large financial companies before becoming an independent advisor in 1998. In 2004, he expanded his practice and formed Concordia Financial Group, Inc. Since then, Concordia has established working relationships with an experienced Estate and Elder Care Attorney, as well as a full-service CPA firm. This has resulted in Concordia becoming a complete "Solutions" company, capable of assisting both individuals and business owners in every facet of financial planning. Rich believes that knowledge is power, and in doing so, empowers his clients through education to be able to make the right choices for securing their future.