Looking for Investment Firms in Appleton?
We believe Copper Harbor should be your top choice! It doesn’t matter if you’re in the Fox Cities or anywhere else in the country, because we offer the experience you expect from a large firm with the personal attention only an independent, boutique practice can deliver.
Appleton Office
Appleton Team
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Steven N. Hooyman, CFP, MBA™, Partner
President, Owner, and CEO
Steve has been serving clients in investment management since 1986, bringing decades of experience in portfolio construction, investment analysis, and business valuation. Prior to founding Copper Harbor, Steve managed a regional Trust office for a large U.S.-based bank and served as Chief Investment Officer for two regional accounting firms, where he oversaw a $2.0 billion registered investment advisory company. Steve holds an MBA and BBA in Finance from the University of Wisconsin-Eau Claire, along with his Certified Financial Planner (CFP) designation and Real Estate Broker’s license.
Steve’s approach to client service combines his deep investment knowledge with a commitment to understanding each client’s specific financial goals. His dedication to community service is reflected in his extensive involvement with local organizations, such as serving as President of the Board of Directors for the Fox Valley Technical College Foundation and participating on multiple committees for the Oshkosh Area United Way, including Finance, Investment, and Audit committees. Steve also serves on the Board of Directors and Investment Committee for the Unlock the Fox Committee, where he previously sat on the Executive Committee, and shares his expertise as a volunteer mentor at the Willie D. Davis Finance & Investment Lab at the University of Wisconsin-Green Bay.
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Amy J. Sitter, Partner
Investment Advisor
Amy has been advising clients in fiduciary and investment management roles since 1989, bringing extensive experience in trust services and wealth management. Prior to joining Copper Harbor as a Partner, she served as Vice President and Trust Officer at US Bank, NA, and as a Senior Investment Advisor for Baker Tilly Investment Advisors LLC. Amy holds a BA in Finance from Miami University in Oxford, Ohio, and specializes in family wealth planning, gifting, and estate planning strategies, cash flow analysis, and portfolio customization.
Amy’s approach emphasizes creating customized solutions that align with each client’s long-term planning goals. Her commitment to community leadership includes serving on the Board of Directors and Finance Committee for the Oshkosh Paine Art Center and participating on the Revolving Loan Fund Committee for the Greater Oshkosh Economic Development. Amy is actively involved with several additional local organizations, including serving as Treasurer of the Oshkosh Yacht Club and holding leadership roles with Tempo Fox Valley, where she is a Past President. She has also dedicated time to the Oshkosh Mid-Morning Kiwanis as Past President, Treasurer, and Finance Chair, and previously served as Board Chair and Investment Committee member for the Oshkosh Area United Way.
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Jesse Nelson, CFP™, MBA, Partner
Investment Advisor
Jesse has been advising clients in fiduciary and investment management roles since 2006, bringing comprehensive experience in wealth management, financial planning, asset allocation, 401(k) plan management, trust services, and fiduciary services. Prior to joining Copper Harbor, he served as Director of Wealth Management at KerberRose Wealth Management and Vice President and Trust Officer at Associated Bank Trust. Jesse holds an MBA in Finance and Marketing from the University of Wisconsin-Oshkosh, a BA in History and International Studies from the University of Wisconsin-Stevens Point, and maintains his Certified Financial Planner (CFP®) designation.
Jesse’s approach focuses on creating individualized portfolios that align with clients’ specific goals and living expense requirements, while also addressing family wealth planning needs through charitable giving and estate planning strategies. His commitment to community service includes serving as Board President of Heckrodt Wetland Reserve in Menasha, where he also participates on the Investment and Site Committees. Additionally, Jesse shares his expertise through service on the Community Foundation of the Fox Valley Investment Committee and previously served on the Investment Committee for the UW-Fox Valley Foundation.
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Ramon G. Mateos, Partner
Investment Advisor
Ramon has been working with clients in fiduciary and investment management roles since 2017, bringing experience in financial planning, retirement strategies, asset allocation, trust services, fiduciary services, and investment management. Before becoming a Partner at Copper Harbor in 2019, he served as an Associate Financial Advisor at KerberRose Wealth Management and gained valuable experience in trust services and retail banking at Associated Bank. Ramon holds a BBA in Finance from the University of Wisconsin-Green Bay and maintains his Series 65 securities license.
Ramon’s approach centers on building individualized portfolios based on client-specific goals and risk tolerance, with particular attention to detailed retirement planning and cash flow analysis. He serves his community as an advisory board member of the Willie D. Davis Finance & Investment Laboratory at the University of Wisconsin-Green Bay.
Committed to Local Communities
Our team enjoys giving back to the Fox Valley area through board and committee membership on various community and charitable organizations.
Compare Investment Companies in Appleton: Meet Our Team
Even if you work with someone out of the Appleton office, every Copper Harbor client benefits from our entire team’s collective experience. Our collaborative approach means you have access to all of our experienced professionals. Learn more about this unique approach:
