CERTIFIED FINANCIAL PLANNERS™ (CFP®) act as a coach and a counselor that help incorporate all aspects of your finances into a personalized plan that inspires trust and confidence, for today and tomorrow. Trust Point has six in house CFP®’s tailored to assist you on your financial journey.


Brian

Brian Koopman, CFP®, CPA

Chief Operating Officer


Heather

Heather Jordan, CFP®, MBA

Managing Director


Duke

Duke Cunningham, CFP®

Regional Team Lead, Development


Christine 175x175 2

Christine Schmidt, CFP®

Managing Director, Family Office


Andrew

Andrew Steger, CFP®, MBA

Regional Account Executive


Jennifer

Jenny Wirtz, CPA, CFP®

Relationship Manager, Family Office