Our Story
The story behind our firm has to do with resourcefulness, a market opportunity, and a need to provide. Provide for his growing family was what Perry Koplik - a musician by training - had to do when he stumbled upon an entry level position at an insurance firm in the 1980's.
Perry's first 'real' job was the seed for our practice. As he learned more about where businesses needed advice as it pertained to financial services, Perry focused on the comprehensive needs of his newfound niche. With businesses, of course, came the individuals that operated them - along with their families. Our practice was born!
Today, our team consists of family and non-family members (all of whom feel like family), working to help other businesses and the families of which they are comprised. We are deeply invested in our work, and intend to work with generations of business owners to come.
Meet Perry
The founder of Preferred Financial Partners, Perry Koplik has close to four decades of experience focused on developing qualified and non-qualified retirement plans for organizations of all types. Over the course of his career, Perry has become known for this expertise and is a frequent speaker to industry audiences on pension plans, health benefit plans, and standards of conduct.
Meet Cameron
Cameron Koplik grew up around his father’s financial services practice and joined Preferred Financial Partners as a financial representative in 2010. Along with other family (and non-family) members, he represents the firm’s commitment to providing continuity of service to multiple generations of clients. “We counsel our clients on succession planning, so it would only make sense that we do the same for our own business,” he says.
Meet Mick
Mick Smoothey graduated from Loughborough University in England in 1989. In 1992, he founded a successful businessin the US, in the youth sports industry, which he grew over 25 years before selling to a public company in 2016. Mick remained at the helm as CEO for three more years, continuing to lead the company through integration and expansion.
Meet Daniel
Daniel Mulligan brings over eight years of experience in the financial industry and is passionate about helping individuals and families achieve their financial goals through personalized planning and strategic guidance. Since joining Preferred Financial Partners in 2023, he has focused on building lasting client relationships rooted in trust, transparency, and measurable results. Daniel holds a degree in Business Management with a concentration in Finance and a minor in Economics from East Stroudsburg University. Whether clients are preparing for retirement, growing their investments, or facing a major life transition, Daniel is committed to providing support and insight every step of the way.
Meet Anna
Anna is an insurance and financial assistant with over 10 years of experience supporting teams through precise record keeping, clerical support, and daily administrative tasks. She brings strong organizational skills and a detail-oriented approach to every project, helping ensure smooth and efficient operations. Whether managing documentation or assisting with client communications, Anna is committed to providing dependable support that keeps everything on track. Her goal is to make complex processes feel seamless for both clients and colleagues.