Exit Planning Institute - Find a CEPA

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Learner | Strategic | Achiever | Futuristic | Individualization

I am a financial advisor with more than 20 years of experience in helping investors reach their goals. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they have confidence in their future.

With a priority of delivering a comprehensive approach to accumulating wealth, I begin with listening to your needs and values, helping you clarify your goals, and ensuring every strategy is grounded in understanding what you want to achieve.

I use an established process to build personalized strategies for my clients to help them reach their goals and understand what investments they own, why they own those investments and how much they pay for them.

Having lived in the Ozarks most of my life and raising my family here, I value our community and the people in it. I am an active member of the community. I have previously served on boards and/or volunteered with many organizations including, but not limited to, Wellness for Warriors, Junior League of Springfield, The Victim Center, Rotary, Alzheimer's Association, Springfield Women Ambassadors of Golf, CoxHealth, The American Heart Association and The Southwest Missouri Humane Society. I am also a member of Leadership Springfield Class 42.

Personally, I have five adult children and six wonderful grandchildren! An avid animal lover, I also have two dogs I adore, Diego and Lucy. Outside of the office, I spend my time traveling, crafting, reading and kayaking, and I'm always up for new experiences and adventures.

Give me a call or stop by the branch – We look forward to seeing you!

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TERRI COPELAND

TERRI COPELAND

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report

2024 Webinar Series

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CEPA Development Scorecard

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Chapter Logos

Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

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Issue One: The Annual Exit Magazine

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Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

Top Questions To Ask Your Business Owner's Advisors

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