Profile

Copeland Financial Services, LLC (CFS), was established in May of 1980 as a tax preparation business (d.b.a. Copeland Tax Consultants) and has offered quality financial products and services to individuals and small businesses since 1988. As an organization, we strive to fortify community relationships and economically empower our customers to make informed financial decisions. We are committed to consistent high quality service, fiscal responsibility and on time delivery. This is achieved with a staff of highly, qualified, dedicated and motivated personnel. We also place an extremely high emphasis on continued education and training to stay abreast of the ever changing markets and products. Our approach to serving our customers is and always will be based upon our main principle: “We Are Large Enough To Service All of Your Financial Needs, But Small Enough To Serve You Specially!”

At Copeland Financial Services Group we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Staff Profiles

 

Benjamin Copeland Benjamin F. Copeland, Jr.
President/CEO 
As President and Chief Executive Officer of the Copeland Financial Services Group, I have over 40 years of financial services experience and a professional background that is rich in leadership and knowledge. I take pride in being a result driven individual with extensive organizational and managerial experience. I am gratified to have had an upbringing which instilled in me high moral and impenetrable ethics. I have also integrated such values into my companies, and am proud to lead organizations that reflect the same high standards in which I believe. I received my BS from University of Maryland & MS from the University of Virginia. I worked for a large National Bank as a Vice President for over 20 years before venturing out on my own. I hold Life, Health, Annuity and Securities licenses in several states. I have owned and sold two successful businesses.
Cheryl Jackson Cheryl D. Copeland, CRMS
Accountant/Certified Reverse Mortgage Specialist
Tony Abrams Anthony Abrams, CPA
CPA/Wealth Advisor
Jennifer Bell Jennifer Bell, CPA
Certified Public Accountant
Angela Dawkins Angela Dawkins, Esq.
Estate Planning Attorney
Patricia Veney Patricia Veney, CPA
CPA/Wealth Advisor