COPIA WEALTH MANAGEMENT - Key Persons
Job Titles:
- President
- Fiduciary Advisor / President
Aaron has built a successful financial services firm with a simple mindset: he puts relationships first.
Aaron is the President and Fiduciary Advisor of Copia Wealth Management in Bend, Oregon.
With over 20 years of experience, he has managed over $500 million in client assets and has helped hundreds of families reach their financial goals. Having started his career working on the 61st floor of the World Trade Center in New York City, Aaron now enjoys his street-level office in the Old Mill District in Bend, Oregon. But it's the relationships he has cultivated with clients and firm partners that make Copia what it is today.
Besides serving as a fiduciary to his clients, Aaron also loves coaching baseball at various youth levels. He has been a member of the Summit High School Varsity staff for the past seven years and has run a competitive travel team for both of his boys during this same time. Most importantly, 100% of all the athletes Aaron has coached at the Varsity level have graduated from high school and the team has led the State of Oregon for team GPA five out of the past six years. Go Storm!
When he isn't sitting on a ball bucket in the yard rooting for the boys, Aaron loves spending time with his wife Katie, sons Nolan (15) and Miles (12), and all their friends. Simple barbecues and backyard games are frequent around the Boehm home in the summers. Aaron is also very active and enjoys golf, fishing, white water rafting, and any other adventures his friends are up for.
Job Titles:
- Chief Compliance & Operations Officer
After serving a 17-year career in firefighting, Geoff has transitioned to wealth management.
Geoff retired from the City of Kennewick, WA Fire Department in 2020, started with Copia in 2021 and is now a fully licensed Fiduciary Advisor of Copia.
During his time as a firefighter, Geoff served as a leader of both an engine and an ambulance crew, enjoying the team aspect of the job and working to achieve a common goal.
Ultimately, Geoff simply wants to continue helping people in a meaningful way. Copia Wealth Management gladly welcomed Geoff to the team for his experience in operations and relationship building. Geoff is now a fully licensed IAR of Copia Wealth Management and always looks forward to conversations with clients. He volunteers with Bend North Little League and works with Bend area animal rescue non-profits.
Job Titles:
- Fiduciary Advisor / Chief Strategy Strategist
A fifth-generation Oregonian, Louis moved to Bend in 1995.
He graduated from Bend High in 2003, and attended Point Loma Nazarene University in San Diego.
There he played college golf and graduated with a
degree in Business Administration (concentration in Finance. His work career began as a golf professional which spanned nearly a decade, serving as the Head Pro at Broken Top Club and Tetherow Resort here in Bend. Realizing that in order to continue his ascent in the golf industry that he'd likely have to move his family, and desiring to help people on a deeper level, he made a huge career change and joined the Copia team in February of 2016, and became partner a year later. He enjoys statistical analysis, strategic planning, working in a team environment, and coaching/mentoring/leadership roles.
Louis married his wife, Marrisa (a born-and-raised Bendite), in 2011, and they are proud parents of Jordyn (17), Cambria (9) and Silas (7). He still enjoys playing golf as much as he can, exploring the outdoors with his family, and coaching a variety of sports for kids of all ages, including coaching the Varsity & JV Boys Golf team at Bend High.