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Our Team
Learn more about our amazing team of professionals.
Levi B. Edgecombe CFP, CLU, ChFC
Senior Planning Member
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Levi B. Edgecombe CFP, CLU, ChFC
Phone: (253) 848-2840
Fax: (253) 848-0207
Toll Free: (800) 223-8945
Email: levi@tahomaadvisory.com
Levi Edgecombe and Don Coplin formed Edgecombe & Coplin Wealth Strategies, LLC in December 2000, so they could combine their strengths to better serve clients. Levi earned his Certified Financial PlannerTM(CFP®) designation and has also received his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College. He’s concentrated his professional development in the areas of financial estate, business, and retirement planning for both individuals and closely held companies.
Levi B. Edgecombe began his career in 1971 with Equitable of Iowa following two years as a youth director at First Presbyterian Church in Tacoma, Washington. He has been involved in the financial services industry since that time as a financial representative at Commonwealth Financial Network, Lincoln Financial Advisors, Massachusetts Mutual, and Northwestern Mutual.
Levi and Don were featured in Proactive Advisor Magazine as the cover story “Teamwork Multiplies Success” (March 17, 2016) and “The Power of Co-Op Radio Advertising” (April 14, 2016). He conducts monthly seminars on financial topics and is an occasional guest on the USA Financial Radio Show on Saturdays from 9-10 a.m., KLAY AM 1180 Talk Radio. Levi's knowledge and experience has been featured as a contributing author in the book You're in Control: Planning the Most Important Retirement in the World - Yours.
Levi is a graduate of Wheaton College with a B.A. in Literature. He is the past president of the Tacoma SW chapter of the Society of Financial Service Professionals. He has been the featured speaker several times for the Tacoma and Olympia Estate Planning Councils and been a LUTCF instructor for Advanced Estate Planning. In 2008, Levi was a featured speaker at the Commonwealth Financial Network National Wealth Symposium.
Levi and his wife, Denise, married in 1981 and have resided in Puyallup, Washington, since 1982. Their daughter, Whitney, has completed her master’s degree at Loyola University. She and her husband, Dan and daugher Corinne, live near Chicago, Illinois. Their son, Jesse, graduated from the University of Washington. Levi has been involved with Young Life and has been an elder at Crossroads, his church for over 25 years.
Bio
Donald W. Coplin CFP, CLU, ChFC
Senior Planning Member
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Donald W. Coplin CFP, CLU, ChFC
Phone: (253) 848-2840
Fax: (253) 848-0207
Toll Free: (800) 223-8945
Email: don@tahomaadvisory.com
Don Coplin began his career as an agent in 1982 with The John Hancock. Since then, his career has evolved from being an insurance advisor to a manager of fee-based financial advisors to a partner in private practice today. He worked for firms such as Lincoln Financial Advisors, AIG, and MONY Financial Group. In December 2000, Don joined forces with his current business partner, Levi Edgecombe, to form Edgecombe & Coplin Wealth Strategies, LLC, thus enhancing the planning capabilities for their clients. His primary responsibility in the firm is the creation, monitoring, and management of client investment accounts.
Don has a Certified Financial PlannerTM (CFP®) designation and has the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College. He is a member of the National Association of Insurance and Financial Advisors and the Tacoma SW Chapter of the Society of Financial Service Professionals. Don has taught multiple classes for the Life Underwriters Training Council (LUTC) and is a member of their Fellowship. He’s also completed its designation program, which provides him more practice management skills, along with a thorough working knowledge of life and multi-line products and services.
Don and Levi were featured in Proactive Advisor Magazine as the cover story “Teamwork Multiplies Success” (March 17, 2016) and “The Power of Co-Op Radio Advertising” (April 14, 2016). He conducts monthly seminars on financial topics and is an occasional guest on the USA Financial Radio Show on Saturdays from 9-10 a.m., KLAY AM 1180 Talk Radio. Don's knowledge and experience has been featured as a contributing author in the book You're in Control: Planning the Most Important Retirement in the World - Yours.
He is involved locally and that includes being a member of Sound Life Church, where he plays the saxophone in the orchestra and is involved in Royal Rangers, a mentoring program for young men. He is also a member of the church board and a member of the District Finance Committee for the NW Ministry Network for The Assemblies of God.
In addition to the saxophone, Don plays numerous other woodwind and string instruments. His hobbies are glamping (glamour camping), traveling, woodworking, and restoring cars. He and wife, Judy, married for more than 37 years, have two sons, Drew and Ben. Drew joined the firm in 2016 and is married to Krista and they have a new son, Roman. Ben is married to Kristina and they have two sons, Kayden and Jackson. He enjoys spending time with those grandsons. Although Don travels a lot, there’s no better place than relaxing in his big chair at home with his wife, Judy, and their miniature schnauzer, Nina, and beagle, Olive.
Bio
Michael B. Smolko
Associate Advisor
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Michael B. Smolko
Phone: (253) 848-2840
Fax: (253) 848-0207
Toll Free: (800) 223-8945
Email: mike@tahomaadvisory.com
Michael B. Smolko is an Associate Advisor at Edgecombe & Coplin Wealth Strategies, LLC, and has been with the firm since 2013. He focuses on helping clients with financial planning and also has experience working with those in the teaching profession. Before he joined the firm, he was impressed for many years with the level of professionalism and financial care that Don and Levi had given his parents.
Mike began his career in 1998 working in higher education administration as a student leadership advisor at George Fox University. He enjoyed teaching students about the advantages and disadvantages of their student loans and helped them simplify an often complex and scary process. He realized he could transfer this same knowledge to clients in the financial field, help them with their financial planning and retirement goals, and make sense for them of another complicated topic.
Earlier in Mike’s career, he was a service representative at Arthur J. Gallagher & Co. and a resident director at Pacific Lutheran University. He has an MBA from Pacific Lutheran University, a BA in psychology from George Fox University, and an MA in education from Alfred University with an emphasis in College Student Development. He has completed courses that make him knowledgeable in employee and group benefits, which gives him the experience to provide perspectives for business owners who may need help with retirement planning.
Mike often speaks at retirement seminars and other financial seminars for local school districts. He has served as a board member of his Rotary Club, has earned his Competent Communicator from Toastmasters International, has served as PTA president at his children’s school and is president of his HOA.
Mike is happily married to Lindsay and has a son and daughter. He loves to spend time with his family, coach his kids’ sports teams, and enjoys trips to Disneyland, the Smolko family’s favorite place! Mike is an avid reader of fiction and loves a great story. On a weekend, if he is not partaking in the latest summer blockbuster, he might be found at his BBQ prepping a meal for his family and close friends.
Bio
Andrew B. Coplin
Associate Advisor
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Andrew B. Coplin
Phone: (253) 848-2840
Fax: (253) 848-0207
Toll Free: (800) 223-8945
Email: drew@tahomaadvisory.com
Andrew (Drew) B. Coplin began his career in finance in 2014 when he began working as an agent for New York Life. He joined his father’s firm in 2016 to carry on the tradition of helping clients in planning for their retirement.
Drew is passionate about finances and helping people. He knows it’s important to share his knowledge with others, and he wants to help educate on how to correctly plan for retirement, because clients work so hard for their money for many years. He creates comprehensive financial plans based on each client’s personal situation and goals, and discusses ways one could work toward protecting their retirement nest egg during their lifetime or how to provide for their loved ones after they are gone.
Before Drew got into finance, he received a scholarship to play football at Evangel University (Springfield, MO) where he also graduated with a bachelor’s degree in business management. After college, he played professional football in England for a year. When he returned, he continued to play indoor football for the New Mexico Wildcats, Yakima Valley Warriors, and the Kent/Seattle Predators from 2009-2011.
Drew is married to his wife, Krista, and they just welcomed their first child, Roman, into the world on June 5th. They also have a Yorkiepoo named Zara. Prior to their move to Washington, Krista was a performer and trick rider at Dixie Stampede in Branson, Missouri. In Drew’s spare time, he enjoys the outdoors, snowboarding, skiing, mountain biking, all types of sports, woodworking, traveling, and spending time with family.
Bio
Judy L. Coplin
Office Manager
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Judy L. Coplin
Phone: (253) 848-2840
Fax: (253) 848-0207
Toll Free: (800) 223-8945
Email: judy@tahomaadvisory.com
Judy Coplin started at Edgecombe & Coplin Wealth Strategies, LLC, as the office manager and executive assistant in 2001, the same year the office opened. Earlier in her career, she was an account manager at Hallmark Cards and a full-time mom.
She provides support to staff and clients by managing and bringing resolutions to client service matters. She plans client-appreciation events and assists at the firm’s educational seminars. Her countless administrative duties include managing finances of the firm and overseeing human resources and employee benefits. She is also the direct link between our firm and our planning firm, broker dealer, and investment advisory firm, USA Financial.
Judy married Don Coplin in 1980, and in 1984 they started their family with a son, Drew. Their second son, Ben, joined the family in 1987. Judy and Don’s family grew when they celebrated the marriages of Drew to Krista and Ben to Kristina. The family got even bigger in 2013, 2015 and 2017 with the addition of grandsons Kayden, Jackson, and Roman respectively. Judy’s most favorite pastime is making memories with friends and family.
Judy is very active in her church, Sound Life Church. She is involved in numerous church activities, which include ladies bible study, women’s ministry events, and helping in the kitchen during scheduled church events. Part of her time is involved with the Women's Empowerment Program with Convoy of Hope. This program provides microloans for women in third world countries to start businesses and provide for their families. She also manages limited media and technology for church events.
Bio
Christy A. Alden
Administrative Assistant
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Christy A. Alden
Fax: (253) 848-0207
Toll Free: (800) 223-8945
Email: christy@tahomaadvisory.com
Christy joined the firm in January 2017 as an administrative assistant. She recently retired from Russell Investments after 25 years as a Senior Client Service Associate in the Alternatives division of the Global Operations group. She has extensive experience in back-office operations including establishing procedures, processing workflows, managing cash flows, compliance, and client communications.
Christy’s current duties include general office work, client service, processing investment applications, creating processes, developing an electronic filing system, organizing Social Security seminars, and updating the firm’s social media exposure. Initially a client of Edgecombe & Coplin, Christy really enjoys working in a smaller firm that provides the opportunity to work one-on-one with clients. She often refers to her position as her “fun retirement job.”
Christy enjoys traveling (her favorite spot is Kahana, Maui), quilting, watching her grandkids play football and basketball (go Rogers Rams!), and is an avid Seattle Seahawks fan. A long-time season ticket-holder, Christy attends all the home games and at least one away game every year. She is a member of the South Sound Seahawkers booster club and has participated in many of their charitable events. Additionally, she and her family have been heavily involved in the Relay for Life where over the past 9 years, her team alone has raised over $100,000 for the American Cancer Society.
Christy had been married to her late husband, Bob, for over 27 years. Between them they had 4 children, 7 grandchildren, and 3 great-grandchildren. She is currently transitioning into a smaller home and loves caring for her aging golden retriever, Jamie.
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