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Ryan Peterson

PARTNER

Ryan Peterson’s breadth of expertise comes from over 20 years of financial industry experience. He built a successful financial planning practice, until transitioning into corporate services for the financial industry. His career has allowed him to experience many different areas of the business, from leadership and training program development, to the creation and implementation of advisory infrastructure for some of America’s largest financial institutions.

Ryan is a family man, and committed to many charitable foundations and causes. He has a sincere passion for making a difference in people’s lives through his work with financial planning and wealth management - a vision that is shared company-wide at Copperleaf.

Ryan holds a bachelor's degree from the University of Minnesota, a master's degree in strategic management from the Carlson School of Management at the University of Minnesota, and his professional designations include Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Counselor (CMFC), and Chartered Life Underwriter (CLU)

 
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Ryan Heath

Partner

Ryan Heath has spent his entire professional career serving families and institutions by creating and managing effective wealth building strategies. In addition, he has trained and mentored several of the industry’s top Financial Advisors to increase the impact of their reach. An entrepreneur at heart, Ryan has been founder and co-founder of several successful independent wealth management companies.

With his unique career experience and success as an entrepreneur, Ryan is a public speaker, bestselling author, and editorial contributor to leading publications such as Investor’s Business Daily and U.S. News and World Report. Additionally, he has served in leadership and board positions for multiple charities and professional associations.

As the son of a pastor, Ryan learned early on the importance of service and making an impact on the lives of others. This personal aspiration continues today in his role as Partner at Copperleaf as he works to create and protect financial legacies of our clients.

 
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David Ford

Financial advisor

David Ford is a seasoned advisor and business leader. After graduating Cum Laude from the University of Memphis with a B.A. in Finance, he went on to receive a Juris Doctorate degree from the University of Mississippi. Upon graduation, David focused his law career on business and estate planning. Helping small business owners successfully navigate a variety of legal challenges was at the heart of his work.

Now, David uses the totality of his experience to provide wealth management guidance to a select group of small business owners and successful families. Providing guidance to get to and through retirement with confidence is what he aims to achieve.

David dedicates his time as board member and advisor to a variety of charitable organizations and lends his support to several civic and professional groups.

A North Carolina native, David now lives in Wake Forest, NC with his wife and two children. He spends his free time volunteering in youth sports activities and as an active member of his church.