Broker Check


Toby Copeland

President, Independent Advisor

(817) 294-4818

(817) 294-8046

Toby Copeland has been a financial consultant and tax preparer in the Dallas/Fort Worth area for the last 33 years. After graduating from The University of Alabama with an undergraduate degree in business and a Masters of Arts degree...

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Pam Poole

Assistant to Mr. Copeland



Pam has been with Copeland Financial Services, Inc. since 1999. She serves as a licensed agent helping clients with their benefits, she enjoys helping people find thebest life insurance that will protect their families. Today she...

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