Shawn W. Copeland
Wealth Management Advisor|CLTC®
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
The Morgan Adams Foundation
Shawn Copeland supports and served as a committee member of The Morgan Adams Foundation. Jill Copeland actively serves on the executive and auction committees.
The Morgan Adams Concours d'Elegance
Concours d'Elegance is an annual event where you can admire impressive, rare & collectible automobiles, aircraft & motorcycles while enjoying live music and great food. This event takes place at Centennial Airport against a breathtaking Rocky Mountain backdrop. Live and silent auctions offer travel and luxury items. The proceeds from this event benefit The Morgan Adams Foundation, a 501(c)(3) organization dedicated to improving the quality of life and survival rates of children with pediatric brain tumors and other rare cancers.
What's Up Doc?
An annual breakfast where doctors and patients share success stories and challenges that illlustrate how your contributions help. Since 2009 Shawn Copeland and/or a member of Shawn's team served as Table Captains for this event.
Brent's Place
Shawn Copeland and his team prepare and serve meals for families at Brent's Place. Brent's Place is a place where families are offered hope and healing when facing the most demanding time of their lives. There is a place where kids being treated for life threatening cancer can still be kids. This place is Brent's Place.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
