Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
Matthew Hess
Financial Advisor
mhess@copiawealthmanagement.us
Matt founded Copia Wealth Management in January 2026. He grew up in East Lansing, MI and after attending Michigan State University, he moved to Chicago, IL for two years where he began his career in finance. For six years Matt worked as a relationship banker, business banker, and branch manager at JPMorgan Chase in the Northshore of Chicago and also back home at numerous locations in Michigan. Prior to founding Copia Wealth Management, Matt worked with UPSTREAM Investment Partners and was a financial advisor at Merrill Lynch in East Lansing, MI. Throughout his career, Matt is most proud of his ability to build lasting relationships with his clients and for the success of his teams that he has had the opportunity to lead.
Matt currently holds the FINRA Series 7 and 66 licenses through LPL. He also is licensed and qualified in Accident and Health, Life Insurance, and Variable Annuities through the State of Michigan.
Matt and his wife Jennifer live in Lansing with their dog Goldie. When not at the office, Matt spends his time watching Michigan State sports, reading, and being outside.