Our Team
 Each of our financial professionals has extensive personal and professional experience and we are dedicated to developing lasting relationships with all our clients.
We believe in helping you assess your financial goals and participate in the management of your finances. 
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. Our copyrighted and personalized "A-B-C-D-E" program provides a roadmap to working toward a more potentially secure financial future.
We’re looking forward to using our experience to help you pursue your financial goals.
MEET OUR TEAM
Judy L. Copenbarger, JD
Judy L. Copenbarger, JD is the Founder and President of Comprehensive Financial Services, based in Irvine, California.
She holds a Juris Doctor Degree, with a Taxation Emphasis, an Investment Advisor Representative with ING Financial Partners, maintains various Securities Registrations and Insurance Licenses (Series 7, Series 6, Series 63, Series 66 and Life Insurance and Variable Life Insurance in California, Colorado, Oregon and North Carolina). She is experienced in Estate Planning, Retirement and Education Planning.
With a desire to serve a broad base of clientele, Ms. Copenbarger has developed a team of seasoned professionals throughout California who have the capability and credentials to serve as 1) Financial Planners, 2) Money Managers, and 3) Financial Advisors.
Her personal credentials encompass all three aspects of financial planning,: 1) Fee Based, 2) Money Management, and 3) Investment Advisory Services, and also includes extensive experience in risk management and estate planning.
For over 20 years, Judy has been helping clients asses and potentially improve their financial condition and applying strategies to help each client pursue their financial goals and objectives
A busy mother of five, Judy is a sought after speaker throughout the Country for such organizations as: Crown Financial Ministries, Churches, MOPS Organizations, MOMS Organizations, Parenting Seminars, and Mothers of Twins Clubs.
Ms. Copenbarger has consistently served on boards and/or volunteered for various philanthropic organizations, such as: Kingdom Advisors, Crown Financial Ministries, KidCare International, Women of Vision, California Baptist University, Federation of Women’s Clubs, MOPS, MOMS, Olive Crest Treatment Center for Abused Children, and Mothers of Twins Clubs.
Ms. Copenbarger has been a member of Delta Theta Phi, International Law Fraternity, for over 19 years. She is currently serving as State Chancellor for the states of California and Colorado.
With Larry, her husband of nearly 25 years, Judy enjoys spending time with their five children, involving herself in their music performance tours, sports team events and field trips.
Ms. Copenbarger is the Founder of “Money Seeds, Unlimited” financial instruction programs for children.
California Insurance License #0687488.
Gina A. Johnson, JD
Gina A. Johnson, JD heads up the Community Outreach Division of Comprehensive Financial Services.
Ms. Johnson is experienced in legal litigation and compliance, investment advisory, corporate marketing and business strategies.
Ms. Johnson holds a Juris Doctor Degree, is an Investment Advisor Representative with ING Financial Partners, and maintains various Securities Registrations and Insurance Licenses (Series 7, Series 66 and Life Insurance and Variable Life Insurance in California). Her personal credentials encompass all three aspects of financial planning,: 1) Fee Based Planning, 2) Money Management, and 3) Investment Advisory Services.
Ms. Johnson has been a member of Delta Theta Phi, International Law Fraternity, for over 17 years. She is currently serving as Special Assistant to the Chancellor. She has served as the President of her Parish Council and the Marriage Encounter in the Long Beach, California area.
Gina speaks throughout the Country, and enjoys time with her husband and daughter.
California Insurance License #OE84805.
Larry G. Copenbarger, Esq
Larry G. Copenbarger, Esquire, heads up the Estate Planning and Taxation Division of Comprehensive Financial Services. He is also the Founder and President of The Law Offices of Larry G. Copenbarger, based in Irvine, California.
Mr. Copenbarger has been working in the area of estate planning for over 20 years. As an experienced taxation attorney, he has provided information for many families and businesses throughout California, and helped them protect their families and assets through personalized and thorough estate planning.
Mr. Copenbarger, a frequent speaker, provides insight and simplicity while providing complex issues and documents in a personalized and streamlined way. He regularly presents workshops and seminars on the topics of : 1) Family Estate Planning, 2) Asset Protection and 3) Medicaid Planning.
He is experienced in the areas of : Trust Preparation and Modification, Wills and Powers of Attorney, Trust Administration, Probate and Conservatorship Issues, Charitable Planning, Medicaid Planning, Asset Protection and Wealth Transfer Strategies.
Larry is married and is the father of five children.
William T. Wright, CFP
William T. Wright, CFP is particularly experienced in are area of risk management, business succession and wealth transfer. He is Investmenr Advisor Representative with ING Financial Partners and holds a Life Insurance and Variable Life Insurance license in California.
Mr. Wright has been helping clients potentially reduce and transfer financial risk through financial planning and strategic product placement for over 20 years.
William is married and is the father of two children.
California Insurance License #0634168.
William O. Callaway
William O. Callaway heads up the Real Estate Advisory Division of Comprehensive Financial Services.
Mr. Callaway is an Investment Advisor Representative with ING Financial Partners, and maintains various Securities and Insurance Designations (Series 7, Series 66 and Life Insurance and Variable Life Insurance in California and Oregon). He is a California and Oregon licensed Real Estate Broker.
Bill is married and is the father of six children.
California Insurance License #0G20230.
Jacqueline E. Shewchuk
Jacqueline E. Shewchuk heads up the Risk Management Division of Comprehsive Financial Services.
Ms. Shewchuk holds a California Life Insurance license and is experienced in the area of risk management. She has been helping clients potentially protect their families for over 30 years through thorough estate planning. She is experienced in the areas of Revocable Living Trust Preparation and Modification, Wills, Charitable and Irrevocable Trusts, Probate and Trust Administration.
Ms. Shewchuk excels in her abilities to effectively communicate and inform clients while providing quality financial and taxation advice regarding business and family planning, corporations, partnerships, and insurance services.
California Insurance License #OG24039.
Evan M. Copenbarger
Evan M. Copenbarger holds a California Life Insurance license and helps clients with their risk management needs. Mr. Copenbarger is particularly experienced in the areas of family life insurance and fixed retirement products and services.
Evan is currently studying at the University of California, Irvine.
California Insurance License #OG24030.
Martin T. Johnston
Martin T. Johnston has an extensive background in retail and wholesale business, and he holds a California Life Insurance license.
Mr. Johnston has been successfully dealing with retail clients for over 20 years, and is thorough and personalized in his approach to helping each financial client find appropriate solutions. His broad knowledge base and attention to detail provide comfort to each client and their family.
Martin is married and is the father of two sons.
California Insurance License #0G28202.
Cassandra Wright
Cassandra Wright holds a California Life Insurance License and helps clients with their risk management needs. She manages client relationships for Comprehensive Financial Services through friendly, ongoing communication. She is particularly accomplished with the technology that is required to effectively deal with the email, blogs, twitters, phone calls and traditional mail service that serves a client base of thousands.
California Insurance License #OG57655.
Paul McIntyre has an extensive background in real estate, and holds a California Life Insurance license. As an accomplished equity strategist, Mr. McIntyre has been helping clients properly position themselves within their real estate holdings, and determine timing for real estate transactions and leveraging.
Paul is married and is the father of two daughters.
California Insurance License #OG41324.
Laurel E. Copenbarger
Laurel E. Copenbarger attained her Economics Degree from the University of California at San Diego, and holds a California Life Insurance License. Experienced in the area of risk management, she has been helping clients analyze their life insurance needs for a number of years, determining the purpose, amount, type, and term of each policy, and assuring an appropriate strategy for each client.
Ms. Copenbarger is particularly experienced in the areas of family life insurance and fixed retirement products and services.
California Insurance License #OF74400.
Julie Van Patten
Julie Van Patten heads up the Operations Division of Comprehensive Financial Services in the Irvine Office (headquarters).
Ms. Van Patten has served as personal assistant to the Founder, and through her sparkling personality, makes running a "tight ship" look easy. She has extensive and broad-based experience, and has been managing client relationships, office operations and accounting functions for over 20 years.
Ms. Van Patten oversees the staff in each office and handles compliance and regulatory issues for the professional team members.
Julie is married and is the mother of five children and grandmother to one adorable grandson.
Carolyn R. Grover
Carolyn R. Grover brings her background in customer service to Comprehensive Financial Services, and is a particularly effective communicator. She manages client relationships, assuring that each client of Comprehensive Financial Services feels "at home" while pursuing their financial goals and objectives.
Kim Williams
Kim Williams assists the professional team with the execution of client meetings, marketing and daily office operations. She has worked in office management for over 25 years.
Ms. Williams enjoys spending time with her two children, and three adorable grandsons.
Olon Ray Hicks
Olon Ray Hicks creates case design and helps clients with their risk management needs. He oversees the organization of client events, seminars, workshops, and social events, executing every detail to make each client's experience one of exceeded expectations. He manages events throughout Northern and Southern California.
|
