Jamie Kopelman

Jamie discovered her passion for finance and strategic planning while studying at Barnard College while interning for her father, who has been in the financial industry with NFN for 30+ years. Having no intention of following in her father's footsteps, Jamie has found a deep sense of purpose from his example helping clients arrange the best financial protection with their interests as the bedrock of her practice over the last 10+ years.  

 

She is enthusiastic about bringing people a sense of financial control by simplifying concepts that can seem confusing and full of jargon. Learning the art of developing strategic plans will be a never-ending road of continuing education and development which enables her to serve the community. 

 

Jamie enjoys spending time with her husband and their children. She also spends time organizing community events, hiking, and hosting friends for dinner parties.