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Our Team

When you choose us, you choose all of us! 

The right team is everything.

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Scott Coopersmith, CDFA®, CLU®

CEO & Founder, Wealth Manager

  • LinkedIn

Scott Coopersmith, CEO and founder of SDA Wealth Strategies, has over two decades of business experience primarily in Financial Services. He followed his passion of helping others into wealth management with a hands-on approach, guiding them with financial and life matters.

Gena Altizer

Gena Altizer**

Chief of Staff & Client Relationship Manager

  • LinkedIn

Gena Altizer joined SDA Wealth Strategies/SDA Divorce Solutions in October 2020 as the Director of Operations and Client Experience. She brings expertise in financial systems and efficient business processes to help SDA’s clients enjoy the professional experience with a personal family boutique feel they deserve.

Steven Frey

Steven Frey*

 Business Solutions Consultant

  • LinkedIn

Steve has been working with small and medium-sized businesses for over 20 years. His consultative approach has helped thousands of companies, along with their trusted advisors, promote a positive experience for both employees and the clients they serve. 

Michael Wiebe

Michael Wiebe*

Risk Management Specialist & Business Solutions Consultant

  • LinkedIn

Mike Wiebe leads his own risk management and insurance consulting firm Wiebe Associates, LLC, overseeing a diverse industry spectrum of large, small, public, private, manufacturing, professional services and non profit firms and international clients. 

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Anat Kuperman, CPA

Financial Analyst, Certified Divorce Specialist

Anat has over 20 years of experience in public accounting. She began her career at PricewaterhouseCoopers LLP in audit and assurance. Anat continued her career as a Senior Audit Manager at WeiserMazars and a Technical Reviewer at a niche accounting firm. 

Melissa Thienel

Melissa Thienel**

Client Support Specialist

  • LinkedIn

Melissa is a Virtual Administrative Services Specialist with American Portfolios Financial Services. Melissa assists with the team’s client service needs and serves as our administrative and operations expert with American Portfolios systems and processes.

 

Jon Chattman

Jon Chattman*

Content Director

Jon has over 20 years of experience as a marketing expert, a professional writer and published author.  He is founder and chief creative officer of Moving Forward Connections, a small social media and talent booking firm with big ideas and results.

We have a dedicated team at the home office of American Portfolios, our investment firm. They provide us with administrative and operational support to assist us in meeting our client’s needs in a consistent, efficient, and professional manner. 

* Individual is not affiliated with American Portfolios and is only affiliated with SDA Wealth Strategies.

** Individual is a Non- Registered Person with American Portfolios Financial services, Inc.

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