At Copper Beech Wealth Management, our strength has always been rooted in relationships—both with our clients and within our own team. That’s why I’m excited to share some wonderful news: this year, our team has grown. We are thrilled to officially welcome Lucy Valandra, CFP® and Laura Fortin to Copper Beech.
Introducing Lucy Valandra, CFP®
Lucy joined us as our Director of Operation bringing with her not only a deep knowledge of financial planning as a CERTIFIED FINANCIAL PLANNER® but also a genuine passion for helping families navigate life’s milestones with clarity and confidence. With a background in both advising and raising a young family herself (including twin boys!), Lucy knows firsthand the balancing act of planning for today while preparing for the future. She thrives on building meaningful relationships and making financial concepts accessible and empowering.
Introducing Laura Fortin
Laura has joined as our Director of Client Service, and from day one she has been a tremendous asset in supporting both our clients and our advisory team. With a strong background in operations and a meticulous eye for detail, Laura ensures that every client experience is seamless—from onboarding to ongoing service. Her organizational skills and approachable nature make her a go-to resource for clients and colleagues alike.
Why This Matters for Our Clients
Adding Lucy and Laura to the team is more than just growth—it’s about deepening the way we serve our clients. Their expertise, dedication, and warmth align perfectly with Copper Beech’s mission: to provide personalized financial guidance with integrity and care.
With Lucy’s strategic planning insight and Laura’s client-first support, we’re better positioned than ever to walk alongside our clients through every stage of life—helping you not just manage your wealth, but feel confident and at peace with your financial future.
A Personal Note
As Copper Beech continues to evolve, one thing remains constant: our commitment to building relationships that last a lifetime. Welcoming Lucy and Laura is a reminder of how fortunate I am—not only to work with incredible clients, but also to collaborate with such talented and caring colleagues.
We can’t wait for you to get to know Lucy and Laura better in the months ahead. Please join me in welcoming them to the Copper Beech family!
— Adam