(888) 336-8402

COPE
CONNELLY

Financial Rest

COPE CONNELLY

Was originally founded to serve the dental community.


As we grew it became apparent that our investment philosophy translated to a much greater audience. And that the coaching needed to become a successful long term investor was something that everyone deserved. So we share our beliefs about investing with you in the hope that you come along with us as we move toward ownership, confidence and conviction in your investing and ultimately, Financial Rest.

Meet the Team

Joseph Cope, CFP

Founder and CEO

Joseph Cope is Founder and CEO of Cope Connelly a specialty financial services firm serving the dental community. He has worked in the financial services industry for over a decade. After graduating from the George Washington University, Joseph entered the financial services industry liking the promise of an entrepreneurial career and ability to help those in need of financial counseling. His background in communications melded well with his affinity for math and problem solving in working with his clients.

He began his career quickly attaining top young advisor status at Prudential Financial, leading in several key categories and attending prestigious leadership development training. Desiring a higher level of planning for his clients, Joseph joined First Financial Group, a premiere private financial planning firm in Bethesda, Maryland. There he grew his practice working with individuals and business owners in the areas of insurance planning, wealth management, tax efficiency and estate planning. Joseph earned his Certified Financial Planning (CFP®) designation in December of 2013.

Along the way, Joseph began working extensively with the dental community and from that commitment and connection, Cope Connelly was born. Cope Connelly has grown not only in the dental profession, but also the broader medical and small business communities. Joseph now leads Cope Connelly helping individuals around the country protect their families and businesses and maximize their wealth. Joseph can be found speaking at dental schools, residency programs and associations and when not working greatly enjoys golf, playing soccer and watching Arsenal FC early on the weekends. He is a member of NAIFA and volunteers at organizations that support children, and the elderly.

Check the background of our investment professionals on FINRA’s BrokerCheck.

 

Matthew Grace, CLU®

Vice President – Financial Planning

After graduating from The Catholic University in 2005 Matthew Grace entered the Alumni Service Corp at his Alma Mater, Gonzaga College High School. He spent the year serving the school in a variety of areas from teaching, substituting, coaching football, leading service projects to Guatemala and Camden, NJ, and helping lead retreats for students.

As the son of a CPA; Matthew has always had an interest in money, taxes, and investments. He made the decision to pursue a career in financial planning joining First Financial Group in early 2007. With a keen eye on education to serve clients he obtained his Series 7, Series 66, Life & Health Insurance, Property and Casualty licenses and achieved the CLU®, CLTC® and LACP™ certifications.

Matthew has partnered with COPE CONNELLY leading their financial planning and client coordination initiatives. His keen analysis and vision strengthens the COPE CONNELLY team and service to their clients. Matt lives in DC with his wife and college sweetheart, Kelly, who enjoy long trips around the country on their Harley Davidson. They are working towards driving through every state in the continental US and eventually plan to do similar motorcycle tours of Europe.

Check the background of our investment professionals on FINRA’s BrokerCheck.

 

Karla Fitzgerald

Client Relationship Manager

Karla Fitzgerald is the lead Client Relationship Manager at Cope Connelly. Karla works tirelessly behind the scenes directing our client on-boarding processes and ensuring smooth operations of Cope Connelly. She is originally from Brazil where she completed her undergraduate studies and acquired her MBA. Karla greatly enjoys hiking with her dog and spending time outdoors with her camera. She resides in Maryland with her husband and is always looking forward to her next trip back to Brazil!

 

Michael Dempsey

Marketing & Business Development

Michael Dempsey is the Director of Marketing & Business Development at COPE CONNELLY. Michael was born and raised in Washington, D.C. and graduated from James Madison University with a degree in Business and Sports Management. He has experience in website development and has worked in the financial services field since 2012. Michael enjoys playing golf and tennis in his free time and has been a lifelong Washington Redskins fan against his better judgment.

Check the background of our investment professionals on FINRA’s BrokerCheck.

Quick Links

COPE CONNELLY

7101 Wisconsin Ave.
Suite 1200
Bethesda, MD 20814
(888) 336-8402
(866) 769-4121