Keith D. Copeland, CPA, CFP®
Keith works with our Wealth Advisory Team to provide forward-looking financial and investment management services to our private and institutional clients.
A certified public accountant and Certified Financial Planner™ certificant, he previously served as an executive with The TLC Group, a Columbus-based tax, business and financial consulting firm. He earned his bachelor’s degree in business administration with a concentration in accounting from The Ohio State University Fisher College of Business.
Keith and his wife live in Sunbury where they operate a small horse retirement farm. He enjoys Ohio State football, golf, and the outdoors. He’s also a former lacrosse player and previously coached the Westerville Central High School varsity team.