Meet the Squad

My team and I will work hard to create a plan true to you. With a long term vision and intention of having clarity, we will create actionable steps to get there. If you have questions or changes, please feel free to contact us.

Photo of Director of Planning and Investment Operations Nick Robert Copley

Nick Robert Copley

Director of Planning and Investment Operations

Nick takes client information and turns it into a robust, integrated financial plan to show current and recommended scenarios. He specializes in investment client management ranging from opening new accounts to creating sophisticated reports for annual review meetings. Outside of work, Nick enjoys spending quality time with his significant other, Meadow, and their Australian Shepherd Nala. He loves to explore the outdoors that Colorado has to offer, check out new restaurants, and watch football on Sundays. 

Photo of Director of Operations Sophie Webb

Sophie Webb

Director of Operations

Sophie has been a part of Northwestern Mutual since 2017, in various roles with the firm, following her graduation from the University of Nebraska in Lincoln. She specializes in insurance onboarding, coaching advisors early in their career, and developing her growing team. When outside the office, Sophie can be found with her Bernese Mountain Dog, B, on a hike, at a local restaurant, or at the park.