Our Team

John J. Parise has over 32 years of experience in financial planning and wealth management. He is deeply committed to helping families navigate the complexities of generational wealth management, with a focus on keeping families intact and prosperous for generations.

John understands the big picture, the interplay between asset protection, tax efficiency, and family governance that are critical to developing a holistic generational family wealth strategy. His family CFO services utilize a family office structure to collaborate with and coordinate the expertise of client’s advisors – accountants, attorneys, and other professionals – to help protect, preserve, and grow the family’s wealth for generations. John works exclusively with owners of privately held companies and affluent and super affluent families with a net worth in excess of $15 million who are family focused.

Before forming Copper Beech, John was a leading family wealth strategist at Lincoln Financial’s Resource Group, providing a sophisticated level of wealth planning and wealth management solutions to individuals and families of high net worth through intelligent informed dialogue.

Michael Parise has been working in the financial services industry since receiving his Juris Doctorate degree from Rutgers School of Law, Camden in 2009. Before that he graduated in 2005 from Cook College, Rutgers University with a B.S. degree in Natural Resource Management. At Copper Beech, Michael serves as the J.D. on staff and heads the virtual family office planning team, working closely with affluent families and their professional advisors in developing sophisticated plans in the estate, tax, and financial realms. Additionally, he counsels families in strategies for preserving, transferring, and governing wealth through generations. He has written multiple reports on the challenges facing affluent families in preserving wealth and how to develop strategic solutions to achieve their goals.

Michael holds his Series 7, 66, and 24 FINRA licenses along with life insurance. Additionally, he is a licensed attorney in Pennsylvania and New Jersey.

Colleen is responsible for managing the business operations & finances of the company working directly with Managing Director, John Parise. Her 25 years of experience enables her to oversee all aspects of our day to day operations as well as the development and execution of processes instrumental in the company’s growth & stability. Colleen began working for a patent administrative company directly out of college and was responsible for the management of their multimillion dollar licensing operation which included database development, marketing procedures as well as financial accounting.

She entered the financial services industry in 2004 as part of the management team at Lincoln Financial Advisors, where she supported the Managing Director and Top Advisors in the development of systems and processes working in areas of investments, financial planning, insurance, marketing & operations. Utilizing these skills, she joined John in 2008 as a Practice Manager. Today, along with overseeing the operations of the business, she is dedicated servicing the needs and relationships of our valued clients.

Vahe Jordan is a licensed real estate specialist who received his Juris Doctorate Degree from UC Davis-King Hall School of Law in 2002. He founded his real estate law practice in 2003 and in 2005 became a licensed real estate broker in California.  Early in his career Vahe had the privilege of working in the chambers of Judge Harry Pregerson of the 9th Circuit Court of Appeals, as well as the Los Angeles District Attorneys Office.  Vahe joined the Copper Beech Financial team in 2023 and is a JD on staff.

Vahe is currently licensed to practice law in California and has a degree in Psychology from UCLA. 

Cody is a recent graduate of Temple University’s Richard J. Fox School of Business where he obtained a BBA in Finance and Financial Planning, as well as a minor in Real Estate. He interned beginning in May of 2020 and, since joining Copper Beech in 2021, has been in a support role on the planning team, focusing on updating and monitoring client data for use in reports and strategies to maximize their family wealth. 

Cody recently passed his Securities Industry Essentials exam and is currently studying towards the Series 7, Series 66, and Life and Health Licenses to enable him to further service our valued clients. 

Carolyn has been working in the Financial Services industry for over 30 years; since 1991.  She has experience supporting multiple financial advisors run their practices and prepare for meetings. Her warm demeanor puts clients at ease and makes their experience feel more relational and personal. Her priority is helping Copper Beech clients, and no task or client is too small.

Lauren has been working in the financial services industry since she graduated from Nyack College with a B.S. in Business Administration in 2007. She has worked as direct support for multiple financial advisors as well as office support on the corporate finance side. In 2013, she graduated with her M.B.A. from Liberty University. Lauren joined the Copper Beech team in 2016 as the Family Office Concierge where she is dedicated to serving our Family Office clients.