Meet Our Financial Advisors

President, Owner, and CEO

(920) 441-0267

Steve.Hooyman@CopperHarbor.US

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.

Investment Advisor

(920) 441-0268

Amy.Sitter@CopperHarbor.US

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.

Investment Advisor

(920) 441-0300

Jesse.Nelson@CopperHarbor.US

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.

Investment Advisor

(920) 441-0301

Ramon.Mateos@CopperHarbor.US

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.

Investment Advisor

(920) 441-0302

Robert.Moore@CopperHarbor.US

Robert brings extensive experience in both individual and institutional portfolio management, with particular expertise in retirement plan services and investment research. Prior to joining Copper Harbor, he served as Vice President at Nicolet National Bank Wealth Management and Assistant Vice President at Associated Bank Wealth Management, where he was a key member of Nicolet’s Investment Committee, overseeing investment research and portfolio construction. Robert holds an MBA in Finance from Lakeland University, a BA in Accounting from St. Norbert College, and maintains his Chartered Retirement Plans Specialist designation.

Robert specializes in retirement plan services, endowment and foundation asset management, and creating customized portfolios through detailed investment research and manager due diligence. His commitment to community service includes serving on the Father Allouez Catholic School Site Advisory Committee and the St. Norbert College Gift Planning Advisory Council, while previously holding treasurer positions for both Northeast Wisconsin Pheasants Forever and Wisconsin Backcountry Hunters and Anglers.

Senior Investment Advisor

(920) 441-0304

Miranda.Hoffman@CopperHarbor.US

Miranda has been serving clients in the financial services industry since 2019, specializing in wealth preservation and legacy planning strategies for affluent individuals and families. Prior to joining Copper Harbor as Senior Investment Advisor, she served as Vice President, Fiduciary Officer & Wealth Planner at Associated Trust Company N.A., where she developed expertise in comprehensive financial planning and trust services. Miranda holds a BBA in Finance from the University of Wisconsin-Eau Claire, along with her Certified Financial Planner (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designations, for which she was recognized as Runner Up for The Fran M. DeMaris Award for Excellence in Trust Services.

Miranda’s approach combines detailed financial planning and portfolio customization to help clients achieve their long-term goals through retirement planning, cash flow analysis, asset allocation, trust services, fiduciary services, and estate planning strategies. She actively serves her community through involvement with Make-A-Wish Wisconsin’s Gourmet Wishes Leadership Committee, maintains membership in the Allouez Optimist Club, and volunteers with Junior Achievement of Wisconsin.