What’s In a Name?

I joined the Copia Wealth Management team in February 2016. In the short amount of time that has passed since then, the firm has evolved and grown more than either Aaron or I could have imagined. And if you go back to 2009, when Aaron started the firm, the changes are even starker. As we continue to seek any opportunity to improve our technology, efficiencies, client experience, and team lunch locations, we have gone through a massive rebranding project in 2022 that has been finalized with the launch of our new website! This latest evolution is intended to coincide with our ultimate goal of improving our client engagement and relationships.

Progress toward that goal started with a move to a more modern office located in the Box Factory district and the addition of Geoff Gruetzmacher to the team, continued with the transition of our firm from the traditional broker-dealer world into our own independent RIA, and has since progressed into the launching of Black Diamond (our new custom client portal) and now this blog journal, which will feature market observations & commentary, as well as general musings that we hope you will visit regularly. Whew! It’s been a thorough process, and as we’ve worked through it all, I thought it would be a fun exercise to reflect on how the brand itself has changed over the years, and reminisce with clients that have been through it all, while also filling in Copia’s history for those newer to the firm.

The first question many ask when we first meet is: “What does ‘Copia’ mean?” It started as an acronym for “Central Oregon Professional Investment Advisors,” but was also a play on the word “cornucopia,” which represents a sense of plenty or abundance – something we all seek in our financial lives. Like many businesses in our area, the original company logo featured a silhouette of the beautiful Cascade mountains. Unfortunately, it was discovered a few years later that the logo was *a little* too close to another local company’s logo, which forced Aaron to go through the first iteration of a “rebrand.”

The resulting logo became the now-familiar shield logo with “CWM” emblazoned in the middle. That brand represents a sense of security, tradition, and strength – a nod to our ability to protect our clients’ hard-earned capital and provide security with a long-term financial plan. Those are qualities that we certainly want to continue to express through our brand long-term, but we felt that as we continue to evolve, that brand “expression” needed to be more comprehensive and indicative of who we are as a firm: professional, disciplined, trusted, approachable, and fun. Ultimately, we build relationships first. Then custom, transparent solutions.

The new logo unveils a new script-like font and color scheme that conveys that we are accomplished, but accessible; hardworking, but friendly and easygoing. We’ve dismissed the acronym, taking “COPIA” in title-case, and choosing to focus more on the abundance and growth that is representative of both our personal daily mindsets, as well as our goals for our clients. The shield remains as a secondary logo, but with a more relational and team-like appearance. Although we are a group of individuals with different aptitudes and experiences, we thrive in a team environment and take a team approach with every client interaction. At Copia, you don’t have just one financial advisor – you have three (and counting). And finally, if you peruse our website, you will find it littered with asterisks. The financial industry is notorious for confusing, not-overly-positive fine print. With Copia, the fine print is positive, and a way to articulate the ways that we’re different.

We are truly excited about all that has transpired with our firm over the years, and know that there will always continue to be improvements made along the way! We’re appreciative of our clients who are along for the ride and look forward to many years of building relationships and solutions.

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We’ve moved!

Visit us at our new office:

572 SW Bluff Dr #100
Bend, OR 97702

Relationship Specialist


Another accomplished local student-athlete joins the Copia family.

Ben grew up in Palm Desert, California, before moving to Bend, Oregon, right before high school. 

Ben Graziani

He graduated in 2018 from Summit High with a 4.0 GPA, lettering for three years at wide receiver and helping the Storm football team to an OSAA Class 5A State Championship and back-to-back Mountain Valley Conference Championships. He was named a first-team all-league and second-team all-state selection in football. Additionally, he was part of a State Championship 4×400-meter relay team as a junior. He also lettered in basketball.

After high school, he attended Southern Oregon University, where he earned an undergraduate degree in Business with a concentration in Finance. He was a member of the school’s leadership council for three years. He also played football for five years for the Raiders, scoring 8 touchdowns in 13 total starts in a career shortened due to Covid-19 and a collarbone injury. Post-college, he joined the Summit HS football staff as the Varsity Wide Receivers Coach.


Ben football

Ben is extremely close with his family. His parents, Tony and Sarah, live and work in Bend, and his younger brother (Montana State) and sister (University of Oregon) both currently attend college. He feels super fortunate to join the Copia team because of how much they value relationships and often put others before themselves. He is super excited to meet all the members of the Copia family and is ready to help in any way that he can!

Ben Fam

Relationship Specialist

George Mendazona

George graduated from Redmond's Ridgeview High School in 2016, following a standout prep baseball career.

George grew up in Madras, Oregon, and graduated from Ridgeview High School in Redmond in 2016, after a standout athletic career where he was an OSAA All-State performer in baseball (three times), basketball (twice), and football (once). He was also recognized as the Intermountain Conference Player of the Year in both Baseball and Basketball in 2015. After high school, he was offered a roster position as an infielder for the Oregon State Beavers baseball program and was part of the 2018 NCAA National Championship team.

After four years at OSU, George transferred to Lubbock Christian University to complete his Bachelor’s Degree in Exercise Science. Instead of pursuing a professional baseball career, he put his Exercise Science degree to work, moved back to Bend, and served as a strength and conditioning coach at Boss Sports Performance.

He considers himself a family man and puts a major personal emphasis on carrying that out on a daily basis. Recognizing that Copia is a family-oriented firm with strong values consistent with his own, George is excited about building relationships with all existing and future Copia clients and is eager to apply his previous experience as a leader on elite teams to learn a new industry and business.

Chief Compliance & Operations Officer

Geoff Gruetzmacher

After serving a 17-year career in firefighting, Geoff has transitioned to wealth management.

Geoff retired from the City of Kennewick, WA Fire Department in 2020, started with Copia in 2021 and is now a fully licensed Fiduciary Advisor of Copia.

During his time as a firefighter, Geoff served as a leader of both an engine and an ambulance crew, enjoying the team aspect of the job and working to achieve a common goal.

Ultimately, Geoff simply wants to continue helping people in a meaningful way. Copia Wealth Management gladly welcomed Geoff to the team for his experience in operations and relationship building. Geoff is now a fully licensed IAR of Copia Wealth Management and always looks forward to conversations with clients. He volunteers with Bend North Little League and works with Bend area animal rescue non-profits.

Geoff graduated from Redmond High School, has been married to his wife, Lindsay (Bend High Grad) for 17 years and has three children, Halle (16), Henry (13), and Harper (10). Geoff enjoys exploring the outdoors with his family, baseball, and cooking.

Fiduciary Advisor
Chief Strategy Officer

Louis Bennett

A fifth-generation Oregonian, Louis moved to Bend in 1995.

He graduated from Bend High in 2003, and attended Point Loma Nazarene University in San Diego.

There he played college golf and graduated with a
degree in Business Administration (concentration in Finance. His work career began as a golf professional which spanned nearly a decade, serving as the Head Pro at Broken Top Club and Tetherow Resort here in Bend. Realizing that in order to continue his ascent in the golf industry that he’d likely have to move his family, and desiring to help people on a deeper level, he made a huge career change and joined the Copia team in February of 2016, and became partner a year later. He enjoys statistical analysis, strategic planning, working in a team environment, and coaching/mentoring/leadership roles.

Louis married his wife, Marrisa (a born-and-raised Bendite), in 2011, and they are proud parents of Jordyn (17), Cambria (9) and Silas (7). He still enjoys playing golf as much as he can, exploring the outdoors with his family, and coaching a variety of sports for kids of all ages, including coaching the Varsity & JV Boys Golf team at Bend High.


Aaron Boehm

Aaron has built a successful financial services firm with a simple mindset: he puts relationships first.

Aaron is the President and Fiduciary Advisor of Copia Wealth Management in Bend, Oregon.

With over 20 years of experience, he has managed over $500 million in client assets and has helped hundreds of families reach their financial goals. Having started his career working on the 61st floor of the World Trade Center in New York City, Aaron now enjoys his street-level office in the Old Mill District in Bend, Oregon. But it’s the relationships he has cultivated with clients and firm partners that make Copia what it is today.

Besides serving as a fiduciary to his clients, Aaron also loves coaching baseball at various youth levels. He has been a member of the Summit High School Varsity staff for the past seven years and has run a competitive travel team for both of his boys during this same time. Most importantly, 100% of all the athletes Aaron has coached at the Varsity level have graduated from high school and the team has led the State of Oregon for team GPA five out of the past six years. Go Storm!

When he isn’t sitting on a ball bucket in the yard rooting for the boys, Aaron loves spending time with his wife Katie, sons Nolan (15) and Miles (12), and all their friends. Simple barbecues and backyard games are frequent around the Boehm home in the summers. Aaron is also very active and enjoys golf, fishing, white water rafting, and any other adventures his friends are up for.