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 Koopman, CFP®, CPA
Chief Operating Officer
Heather Jordan, CFP®, MBA
Managing Director
Duke Cunningham, CFP®
Regional Team Lead, Development
Christine Schmidt, CFP®
Managing Director, Family Office
Andrew Steger, CFP®, MBA
Regional Account Executive
Jenny Wirtz, CPA, CFP®
Relationship Manager, Family Office
