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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

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.

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Curt Schultzberg

Managing Director & Director of Institutional Services

Curt has been in the Financial Services industry since 1995, after a successful career in the international shipping industry. Curt holds the Series 7 and 66 licenses, as well as the Life and Health insurance license.

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Gena Altizer**

Chief of Staff & Director of Operations

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.

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Steven Frey

 Director of Business Solutions

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. 

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Michael Wiebe*

Risk Management Specialist & Business Solutions Consultant

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. 

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Melissa Thienel**

Client Support Specialist

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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.