Larry Gatz
CFP®, President

Larry started Copperwood Financial with the vision that providing quality financial planning shouldn’t be focused around trying to sell a certain set of products to someone. With a strong background in investment management, tax planning, and estate planning, he created a company that would provide comprehensive financial planning to clients while remaining independent and objective in its recommendations. Prior to starting the firm, Larry worked for years as a CERTIFIED FINANCIAL PLANNER™, and was the Vice President for a boutique family-office practice out of Oak Brook, IL. Larry has been named “Best Financial Advisors for Doctors” by Medical Economics Magazine and has been invited to speak nationally on the topics of asset protection, business planning, and wealth transfer. Having grown up in a small, midwestern farming community, Larry understands the value of building genuine relationships and a hard day’s work.

Paidemoyo “Pai” Charasika
Senior Wealth Advisor

Pai has over 23 years of industry experience alleviating his client’s financial anxieties by streamlining their short-term and long-term goals. His expertise is in retirement planning for 401k rollover retirees, but his knowledge also encompasses income planning, investment management, and wealth transfer strategies. Pai’s skillset is best utilized when clients have “Money in Motion.” This is best realized in situations where there is a need to manage a 401k rollover after a job change, or investing proceeds from the sale of real estate, or an inheritance with uncertainty of tax implications, or upon an influx of capital.