We Moved!
Copper Harbor is excited to announce that we have a new location! You can now find us at 250 N. Metro Drive, Suite A in Appleton, Wisconsin. Our address has changed but our phone numbers and emails have stayed the same. Please call Steve at (920) 687-7205 or Amy at (920) 687-7207 with any questions.
Want to come and see the new place? Make sure you stop by our open house Thursday, May 2nd from 4-6pm.
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Welcome our new team members!
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Jesse Nelson, CFP, MBA
Partner
Jesse has been advising clients through a fiduciary and investment management role since 2006. Jesse’s experience includes an extensive background in investment management, financial planning, asset allocation, trust & fiduciary services as well as 401(k) plan management.
Phone: 920-441-0300
Email: Jesse.Nelson@CopperHarbor.us
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Ramon Mateos
Partner
Ramon has been working with clients through a fiduciary and investment management role since 2017. Ramon’s background includes retail banking, investment management, financial planning, asset allocation, as well as trust & fiduciary services.
Phone: 920-441-0301
Email: Ramon.Mateos@CopperHarbor.us
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New Location
250 N. Metro Drive, Suite A Appleton, WI 54913
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