Staff Profiles

 

COPIC Financial's staff specializes in helping members of the health care community with their insurance and financial needs.

COPIC Financial Quick Reference Guide

  

Wendy Heckman, AAI, AIC, RPLU, ARM, CIC 
President
COPIC Financial Service Group
Ph: (720) 858-6285 or (800) 421-1834 ext. 6285
F: (720) 858-6281

With 25 years of experience in property and casualty insurance, you will surely benefit from Wendy Heckman's expertise. Wendy has worked with COPIC in the health care community since 1999, and will work personally with you to identify risks, implement the best insurance program based on these risks, and monitor your program to ensure you are properly protected.

Wendy has earned numerous professional insurance designations, including Certified Insurance Counselor (CIC), Accredited Advisor in Insurance (AAI), Registered Professional Liability Underwriter, and Associate in Claims (AIC). Wendy also remains active in the insurance industry by teaching Colorado licensing classes throughout the state. She is also president of Kids in Need of Dentistry and formerly served on the board of directors for Colorado Medical Group Management Association (CMGMA).

 

Mike Edwards, LUTCF
Director of Financial Services
COPIC Financial Service Group
Ph: (720) 858-6289 or (800) 421-1834 ext. 6289
F: (720) 858-6281

As a healthcare professional, your financial needs are unique to your profession. Shouldn't you trust your financial future to a professional who understands your needs?

Mike Edwards graduated from Penn State University with a BS in Finance and a minor in Real Estate. For the past 18 years, he has helped physicians and dentists with their insurance and investment planning needs. During this time, Mike obtained his Life Underwriting Council Fellow (LUTCF) designation. He joined COPIC in 1999, and in addition to his practical experience working one-on-one with people like you, he also speaks regularly to local residency programs and medical societies on pertinent financial issues and how they relate to today's medical and dental professional.

Mike will work with you to assess your needs related to the following:  

 

 

Jennifer Klein, CIC, CISR
COPIC Financial Service Group
Ph: (720) 858-6283 or (800) 421-1834 ext. 6283
F: (720) 808-6281

Jennifer has worked in the property and casualty industry for more than 15 years. She has been with COPIC Financial since 1999. Jennifer can assist COPIC customers with office property/liability, workers compensation, employment practices liability, directors and officers, fidelity/fiduciary coverage, home, auto, and umbrella. Jennifer has received both the Certified Insurance Service Representative (CISR) designation and the Certified Insurance Counselor (CIC) designation. She is currently a member of the Lowry Peak Speakers Toast Masters Club.

Cary M. Lamb, LUTCF
COPIC Financial Service Group
Ph: (720) 858-6282 or (800) 421-1834 ext. 6282
F: (720) 808-6281

Cary has worked with insurance and investment planning for seven years and has been with COPIC Financial since 2004. During that time, Cary earned his Life Underwriting Council Fellow (LUTCF) designation to better assist COPIC customers.

 




Andrea Levine
Senior Account Executive (group disability, employee benefit planning, health insurance)
COPIC Financial Service Group
Ph: (720) 858-6287 or (800) 421-1834 ext. 6287
F: (720) 858-6281

Your group health insurance is an important facet of your employee benefits program, and Andrea Levine will work with you personally to find out what is important for your practice-and provide you with a variety of options. Andrea has eight years of experience in group health insurance and became affiliated with COPIC Financial in 2000.

Andrea specializes in helping practices decide what health plans work best for their particular needs and budget. She'll assure your employees that they are receiving the optimum benefit you can provide within the reasonable expense constraints dictated by your practice.

A sample of our employee benefits portfolio: 
  • Benefit planning
  • Deferred compensation planning
  • Group long-term disability income insurance
  • Group life insurance
  • Group health insurance
  • Group dental insurance

Andrea can also assist Colorado Medical Society (CMS) physicians with the CMS Member Benefit Plan, a health care plan designed specifically with the physician in mind. This two tiered approach allows practices to choose between five high deductible plans and three traditional PPO plans. 
 



Kristin Stepien, CIC
Account Executive (property and casualty insurance)
COPIC Financial Service Group
Ph: (720) 858-6297 or (800) 421-1834 ext. 6297
F: (720) 858-6281

Kristin Stepien is available to assist you with all of your property and casualty needs. With experience in all insurance markets, Kristin understands the “big picture” when it comes to insuring your practice. She’ll work with you to find the best product and will actively help you manage your risk.

Kristin graduated from Duquesne University with a dual major in business management and marketing. For more than six years, she has been working with business owners to provide cost-effective insurance protection tailored to the unique requirements of the medical/dental industries. Since joining COPIC, Kristin has obtained her Certified Insurance Counselor (CIC) designation, been active in the community as a board member and fundraising committee chairperson for Kids In Need of Dentistry (KIND) and most recently has been accepted into the Impact Denver Class of 2011. 

Contact Kristin for more information about the following products:

 

 

Margie Vom Baur
Sales Assistant (health, dental and vision for small groups and individuals)
COPIC Financial Service Group
Ph: (720) 858-6293 or (800)421-1834 ext. 6293
F: (720) 808-6281

Margie Vom Baur assists Andrea Levine in providing options for all your health insurance needs. Whether you need individual or group coverage, Margie can assist your office with the application and eligibility process. Margie has been a part of the COPIC team since 2002.
Bookkeeper
COPIC Financial Service Group
Ph: (720) 858-6205 or (800) 421-1834 ext. 6205
F: (720) 808-6281
Helen Wilson handles all of COPIC Financial’s accounting, commissions, payables, and receivables. Helen also serves as the department’s business support coordinator. She has worked at COPIC Financial since 2006.   

 

   

COPIC Financial Service Group, Ltd. is an insurance brokerage firm representing a variety of insurance carriers. Products offered by COPIC Financial are not issued by COPIC Insurance Company.