Our Story

Our Story is Your Story

Nearly fifty years ago we dug our roots in the financial industry with a client-focused mentality and passion to help clients with life insurance. In order to better serve the changing needs of clients in today’s dynamic business environment, we, Enza Financial, have evolved into a full-service provider for life insurance, executive benefits, retirement planning, estate planning and wealth management.

Although our wealth of experience and previous company transitions may prove our age, one thing remains constant: the value we have for our clients. Client relationships are the driving force behind our continued success and ability to remain stable in the financial arena. Your continuously evolving goals and aspirations guide our business approach to stay fresh and creative when developing solution strategies to help safeguard you and your family’s future.

We stand as a Member Firm of M Financial and team of trusted advisors, with a common goal to serve and guide you to financial independence.

1973

Joe began his career with The Koptis Organization in Brecksville, Ohio, working with professionals and affluent business owners.

1974

He founded a separate company offering executive benefits which became the starting foundation for his success.

1978

Linda joined Joe’s team.

1985

Became a member firm and shareholder of M Financial Group.

1996

Sold the organization to a publicly held company while operating in Cleveland and Columbus with 60+ employees

2001

Joe and Linda decided to revert back to a privately owned company by reacquiring 17 previously served clients.

2017

Evolved into a multi-faceted benefits organization serving more than 200 affluent and ultra-affluent clients with life insurance, executive benefits, retirement planning, estate planning & wealth management.