COPIC Financial Service Group Staff

We provide experts to consult with you to find the right coverages to meet your needs and complement the professional liability coverage offered by COPIC Insurance. Our professional staff are well qualified and available when you need help.

President, COPIC Financial Service Group

Sue Swanson, MBA, CPCU, SCLA

Sue joined COPIC in August 2012, bringing more than 25 years of insurance experience in various capacities with major insurance carriers. As President of COPIC Financial, Sue is committed to overseeing her team and working with clients to personally identify, implement and monitor customized solutions.

sswanson@copic.com
720.858.6288 or 800.421.1834, ext. 6288

Business Support Coordinator

Jennifer Klein, CIC, CISR

Jennifer handles all of COPIC Financial's accounting, commissions, payables, and receivables. She assists Sue Swanson and has worked at COPIC Financial since 1999.

jklein@copic.com
720.858.6283 or 800.421.1834, ext. 6283

Life and Disability Insurance, and Investment and Retirement Planning

Director of Financial Services

Mike Edwards, LUTCF

Mike is a recognized expert in helping physicians and dentists with insurance and investment planning. He joined COPIC in 1999 and has more than three decades of experience in helping clients identify the best options for their situation. Mike also speaks regularly to local residency programs and medical societies on financial issues.

medwards@copic.com
720.858.6289 or 800.421.1834, ext. 6289

Account Executive

Jeff Feakes

Jeff works with physicians and dentists to reach their financial goals through unbiased advice and specialized solutions based on a client’s individual situation. He helps clients with financial services products, as well as disability and life insurance.​

jfeakes@copic.com
720.858.6285 or 800.421.1834, ext. 6285​

Customer Service Representative

Aaron Jensen

Aaron works alongside Mike Edwards and Jeff Feakes to provide customer service related to life and disability insurance, as well as financial planning services. He joined FSG in 2017 with eight years of insurance and financial service experience, and is committed to providing the personal service our clients have come to expect.

ajensen@copic.com
720.858.6282 or 800.421.1834, ext. 6282

Workers' Compensation, and Property and Casualty Insurance

Account Executive, COPIC Financial Service Group

Mitch Laycock

Mitch works with clients to evaluate and develop insurance plans that best meet their professional and personal situations. He came to COPIC with more than 18 years of insurance experience as a wholesale broker, providing services to independent agents and their clients in areas such as Employment Practices Liability, and Property and Casualty.

mitchl@copic.com
720.858.6297 or 800.421.1834, ext. 6297

Sales Assistant

Jessica Romero

Jessica is licensed in property and casualty and has several years of industry experience. She supports FSG customers with office property / liability, workers’ compensation, employment practices liability, directors and officers, fidelity / fiduciary coverage, home, auto, and umbrella policy questions.

jromero@copic.com
720.858.6283 or 800.421.1834, ext. 6283

Health, Dental and Long-Term Care Insurance

Senior Account Executive

Andrea Levine, RHU, CLTC

Andrea is regarded as COPIC’s “resident” professional and has been with the company since 2000. With more than 15 years of experience, she offers a knowledgeable perspective on working with office managers and physicians to identify the best coverage options for their employees while developing solutions within ever-changing budget constraints.

alevine@copic.com
720.858.6287 or 800.421.1834, ext. 6287

"I have worked with Andrea Levine for our health insurance benefit choices since 2003. She has become instrumental to our company in this area. She truly knows the products she presents to us and does so without showing preference to the different insurances. Her presentation each year is extremely organized and she can always answer any question about the plans she is presenting."

-Practice administrator, Thornton

Sales Assistant

Margie Vom Baur

Margie Vom Baur assists Andrea Levine in providing options for all your health insurance needs. Whether you need individual or group coverage, she can assist your office with the application and eligibility process. Margie has been a part of the COPIC team since 2002.

mvombaur@copic.com
720.858.6293 or 800.421.1834, ext. 6293

Sales Assistant

Mary Allen

Mary Allen has worked at COPIC Financial since 1999 and assists Andrea Levine with health insurance for individual and groups. She can assist your office with the application and eligibility process and answer your questions regarding COBRA or State Continuation. Mary served as a member of the United Healthcare Service Advisory Board.

mallen@copic.com
720.858.6284 or 800.421.1834, ext. 6284

COPIC Financial Service Group, Ltd. is an insurance brokerage firm representing a variety of insurance carriers. Products offered by COPIC Financial are not issued by COPIC Insurance Company.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. COPIC Financial Service Group and Woodbury Financial Services, Inc. are not affiliated entities. COPIC Financial Service Group: 7351 E. Lowry Blvd., Ste.400, Denver, CO 80230.