David L. Kopp

David prides himself on taking a very hands-on approach when it comes to financial management. For the past twenty-two years, David has prioritized building both a professional and personal relationship with each individual client.

David currently resides in Colorado with his wife, Sarah, and their three children - Dillon, Jackson, and Olivia. When he's out of the office, David loves spending time with his family and coaching his children's little league teams. David enjoys being active and some of his favorite hobbies include boating, paddle boarding, snowboarding, and yoga. David and Sarah also enjoy volunteering for Meals on Wheels weekly, as well as helping refugees new to the country with acclimating to American culture, as well as financial and technical literacy through Lutheran Family Services.

David specializes in providing comprehensive wealth management services for high-net-worth individuals and their families. We currently work with about 50 individuals with investable assets totaling $1,000,000 or more.

HIGHLIGHTS
David Kopp has been working in wealth management for over 20 years. In 2010, David launched his own practice to follow his passion for helping people pursue their dreams and financial objectives. A hands-on approach has been key to David's wealth management strategies. Over the years, David has earned a reputation for building a trusting professional and personal relationships with each of his clients. When clients work with David, their needs take precedence over everything else.

BACKGROUND
Prior to launching his own wealth management practice, David started his career working for companies such as Merrill Lynch and Morgan Stanley. Over his career, David has specialized in financial planning, wealth management, investment management, and insurances. David developed a clientele of high-net-worth individuals while at Morgan Stanley. Those clients then migrated with David when he joined LPL Financial.

AWAY FROM THE OFFICE
When he's out of the office, David loves spending time with his wife, Sarah, and their three children – Dillon, Jackson, and Olivia. His kids love to stay active and their preferred method is sports. David enjoys having the opportunity to coach their various little league sports teams and watch them compete. David is also quite active himself, some of his favorite hobbies include boating, paddle boarding, snowboarding, and yoga.