COPIC Financial Service Group Team

Sue joined COPIC in August 2012, bringing more than 25 years of insurance experience in various capacities with major insurance carriers. As President of COPIC Financial, Sue is committed to overseeing her team and working with clients to personally identify, implement and monitor customized solutions.

Mitch works with clients to evaluate and develop insurance plans that best meet their professional and personal situations. He came to COPIC with more than 18 years of insurance experience as a wholesale broker, providing services to independent agents and their clients in areas such as Employment Practices Liability, and Property and Casualty.

John Kaufman is an established professional with the expertise to navigate the ever-changing employee benefits market. With more than 15 years of experience, he offers a knowledgeable perspective on working with administrators and physicians to identify the best coverage options for their employees while developing solutions within ever-changing budget constraints.

Mike focuses on helping physicians and dentists with insurance and investment planning. He joined COPIC in 1999 and has more than three decades of experience in helping clients identify the best options for their situation. Mike also speaks regularly to local residency programs and medical societies on financial issues.

Jeff works with physicians and dentists to reach their financial goals through unbiased advice and specialized strategies based on a client’s individual situation. He helps clients with financial services products, as well as disability and life insurance.​

Aaron works alongside Mike Edwards and Jeff Feakes to provide customer service related to life and disability insurance, as well as financial planning services. He joined FSG in 2017 with eight years of insurance and financial service experience, and is committed to providing the personal service our clients have come to expect.

Jennifer handles all of COPIC Financial's accounting, commissions, payables, and receivables. She assists Sue Swanson and has worked at COPIC Financial since 1999.

Margie Vom Baur assists in providing options for all your health insurance needs. Whether you need individual or group coverage, she can assist your office with the application and eligibility process. Margie has been a part of the COPIC team since 2002.

Mary Allen has worked at COPIC Financial since 1999 and assists with health insurance for individual and groups. She can assist your office with the application and eligibility process and answer your questions regarding COBRA or State Continuation. Mary served as a member of the United Healthcare Service Advisory Board.

Beth Sullivan has more than 30 years of experience in the insurance industry with both carriers and agencies. Her background includes a focus on the areas of premium audit, underwriting, and account management. Currently, she assists on property and casualty coverage with prospective and current clients, and is dedicated to making client service a top priority.