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Meet Our People

An incredible team, dedicated to making an impact.

We hold the quality of work we produce to a level of excellence. Our team’s level of commitment enables our confidence in being able to surpass expectations in the ways which we serve you.

Elisabeth Dawson

Elisabeth Dawson

Elisabeth is the founder of Copia Wealth Management & Insurance Services and Copia Wealth Management Advisors Inc., organizations that provide comprehensive financial advising coupled with education to help clients achieve their desired wealth goals. Elisabeth is the author of Wealth By Design: Ways To Love Your Retirement, which she wrote in an effort to simplify the complexity of money and further her passion for educating others. Elisabeth is dedicated to making knowledge accessible to everyone possible through Ways To Love Your Money.

Jennifer Miller - General Manager
Rachael Scherbaum - Executive Services Admin
Melissa Flores -Client Relations Supervisor
Barbara D'Agostino - Marketing Director

Our Team

Our team works hard to support our clients by anticipating and their needs and providing world-class customer service at all times. 

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