For over 50 years, The Koptis Organization, has designed solutions for the specialized financial needs of closely held companies and large family estates. We work closely with a client and their advisors to craft a "blueprint" to help meet their unique personal, corporate and social goals and responsibilities. Through innovative planning, customized products and providing quality service, we strive to "earn the right to serve" as a key financial architect for our clients. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer Member FINRA (http://www.finra.org/) /SIPC (http://www.sipc.org/) The Koptis Organization is independently owned and operated.