Daniel M. Kopp, Ma, Ms, Cfp®, Mqfp® Email and Phone Number
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Grief is hard. Sometimes determining what’s next is even harder.Military life brings lots of challenges and opportunities in the area of finances.I know because I’ve walked both of those roads.I'm a fee-only, fiduciary financial planner focused on serving the needs of young widowed spouses and servicemembers. My many years of experience delivering personal and practical financial planning and advice combined with my lifestyle approach to financial planning and investment management help empower my clients to achieve peace of mind and confidence for the future while making the most of their lives today.You can learn more about my story at my website here: https://wisestewardshipfp.com/about/Family and serving others are so important to me and I enjoy spending time with my wife Anna and ministering in my local church.My background is as an active duty officer in the Air Force where I served as an Air Battle Manager. During most of my time on active duty, I served as a volunteer financial counselor helping servicemembers and their families use money as a tool to accomplish their goals and live out their values. I have 8+ years of delivering operational results having trained and taught hundreds of service members. My education includes an MA in Strategic Studies, a BS in Economics, and currently pursing my MS in Financial Planning along with being a Certified Financial Planner (CFP). My awards include Distinguished Graduate (#1) for all 3 of my formal Air Force Training courses and the Air Force's highest honor, David C. Schilling Award, for contributions to the field of flight. I am also the founder of MilitaryLifePlanning.com which helps fellow service members determine their financial goals and make the best decisions to achieve them. I'm an occasional free-lance writer on topics that relate to military life and have been quoted in Business Insider, Forbes, USA Today, Yahoo News, Air and Space Power Journal, Stars and Stripes, Military.com, City Lab, MOAA, and numerous other publications.
Wise Stewardship Financial Planning
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Founder & Lead Financial PlannerWise Stewardship Financial Planning Nov 2018 - PresentA fee-only, fiduciary financial planning and investment management firm helping young widowed spouses and servicemembers have peace of mind and confidence in their financial lives.Wise Stewardship Financial Planning takes a holistic approach, focusing on helping clients navigate their financial lives. My personal philosophy on money can best be summed up with the concept of stewardship, hence where the name of the company came from. A dictionary definition of stewardship is “the responsible overseeing and protection of something considered worth caring for and preserving.” Another word we often use in this same concept as it relates to finances today is fiduciary.I believe I have a broad responsibility of being a wise steward of the many blessings, not just financial, that I have been given. First and foremost, I have that responsibility to God to use His abundant provision with an eternal perspective. I must be mindful to not separate God’s gifts from His purpose … He has so blessed me so I can bring honor and glory to Him and be a blessing to others! Secondly, I have a responsibility to provide and care for my family with wise planning for our finances. Lastly, I have a responsibility to all those whom I am privileged to work with and educate including each and every client. I make a promise that I will apply those same fiduciary principles of stewardship to everything I do.
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Adjunct ProfessorRegent University Aug 2022 - Present -
Fintech ConsultantVarious Nov 2021 - Present
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Military Wallet Personal Finance ColumnistThe Military Wallet Sep 2021 - Present -
Board MemberMilitary Financial Advisors Association Mar 2020 - Present -
StudentLife Mar 2018 - Nov 2018Sabbatical travels across the United States in an RV.
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Operations/Training Manager (Flight Commander) And Crc Senior Operations DirectorUnited States Air Force Nov 2015 - Feb 2018726Th Air Control Squadron, Mountain Home Afb, IdDirect report to Squadron Director of Operations (COO) over 87 cross-functional personnel as the tactical training expert. Directly leads a 16 personnel team managing deployment and exercise training in support of Department of Defense objectives. Develops, creates, and oversees execution of all training scenario curriculum, instruction, and evaluation for 87 operators utilizing a $270M asset for worldwide deployment. Supports planning, programming, and budgeting process for Control and Reporting Center and battle management functions; advises senior leadership on readiness of forces based on force status reports, training exercise and evaluation results. Ranked #1/6 within organization for operational excellence and overall merit and leadership distinction. -
Air Battle ManagerUnited States Air Force Jun 2009 - Feb 2018Air Battle Managers (ABM) are primarily responsible for command and control and, as their title implies, battle management. Their primary duty is to ensure the day-to-day air mission is executed. These duties depend on the overall military operation. For air-to-air engagement, using either airborne or land-based radars, ABMs ensure combat aircraft find, identify, and destroy their targets by providing the pilots with a "big picture" that increases their situational awareness. ABMs can provide early warning for inbound enemy aircraft and direct friendly assets to intercept them. As their title implies, ABMs control the air battlespace. To ensure the air mission is completed, ABMs aid the fight, they keep track of all the assets in the area of operations to ensure de-confliction, safety of flight for all friendly aircraft, and expedite tactical mission execution. Although ABMs do not—and are not qualified to—serve as air traffic controllers, their role in de-confliction and flight safety makes air traffic control the closest civilian analogue to the ABM's role.Performed command & control, intelligence, surveillance & reconnaissance (C2ISR) onboard the E-8C JSTARS aircraft. Employed mission sensor capabilities and E-8C primary mission equipment, communications & data links to find/fix/track/target/engage/assess enemy ground movement and coordinate real-time target development. Deployed in support of Operation ENDURING FREEDOM, Operation NEW DAWN, and Operation MARTILLO directly supporting joint and coalition forces on over 100 combat and combat support missions.
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Assistant Flight Commander And Evaluator Weapons OfficerUnited States Air Force May 2015 - Sep 2015330Th Combat Training Squadron, Robins Afb, GaAdministered flight of 28 instructors and students in formal flying training unit responsible for training all JSTARS Senior Directors and Air Weapons Officers. Executed administration, discipline, training, and professional development across 6 different training syllabi, and directed the entire scheduling process across 150 flight training events.• Instructed 28 students across 152 training requirements leading to 26 perfect student evaluations • Created 2 brand new crew simulations focusing on JSTARS’ #1 training deficiencies• Scheduled 91 sorties training 35 students enabling wing’s 1.4K flying hour training program • Ranked as top 10% of 271 Wing Company Grade Officers for operational excellence and overall merit and leadership distinction
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Chief Of Weapons And Tactics, E-8C Jstars Senior DirectorUnited States Air Force Jun 2014 - Apr 201516Th Airborne Command And Control Squadron, Robins Afb, GaDirect report to the Squadron Director of Operations (COO) and responsible for all training and mission employment for 235 aircrew members on the $366M E-8C JSTARS weapons system. Led 22 Airmen to support the development, planning and execution of JSTARS tactics, techniques and procedures while acting as the subject matter expert on JSTARS tactics for effective/efficient combat employment. Oversaw implementation E-8C tactics instructions and upgrade training. • Authored article for Air and Space Power Journal expounding DoD’s tactical command and control vision for Air Force integration with the Navy• Revamped entire classified accountability procedures that was benchmarked as Robins’ AFB “best practice”• Created and published updated anti-access, area-denial (A2AD) procedures for use Air Force wide• Led mission planning for 17 large force exercises integrating 33 different joint platforms, 481 aircraft, and 42 ships training more than 4K joint military personnel• Built first-ever Joint Task Force North plan integrating JSTARS into Sector San Juan filling the command’s #1 intel gap• Drove 5 separate deployment preparations preparing 326 Airmen to deploy across 4 different combatant commands• Ranked #1/43 Captains and #1/7 Branch Chiefs for operational excellence and overall merit and leadership distinction
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Deputy Chief, Weapons And TacticsUnited States Air Force Aug 2013 - Jun 201416Th Airborne Command And Control Squadron, Robins Afb, GaAssisted the Branch Chief with all training and mission employment for 235 aircrew members on the $366M E-8C JSTARS weapons system. Led 9 Airmen to support the development, planning and execution of JSTARS tactics, techniques and procedures while acting as the subject matter expert on JSTARS tactics for effective/efficient combat employment. Oversaw implementation E-8C tactics instructions and upgrade training. - Developed JSTARS support for largest CENTCOM intel mission to date leading to vital information filling the Commander's #1 intel gap and capturing OEF #1 most wanted individual- Trained more than 200+ joint personnel executing the Air Force's largest combat exercise resulting in critical preparation for combat. Recognized as "Superior Performer" given to top 5% of participants. - Instructed 235 aircrew members on latest JSTARS radar upgrade resulting in meeting the Combatant Commander's #1 intelligence need being met 6 months early.Ranked #3/78 Company Grade Officers for operational excellence and overall merit and leadership distinction.
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Action Officer, Commander'S Action GroupUnited States Air Force Aug 2012 - Aug 2013461St Operations Group, Robins Afb, GaResponsible to the Operations Group Commander (CEO) for the development and implementation of all executive and management policies for 800+ active duty personnel. Acted as the final administrative quality control of all 800+ annual performance reports, promotion recommendations, decorations, awards and correspondence packages. Staffed 1.6K administrative documents with 99% accuracy. Established procedures for processing all official communications coordinating Operations Group inputs to higher level leadership.Ranked #2/130 Wing Lieutenants for operational excellence and overall merit and leadership distinction.
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Executive OfficerUnited States Air Force Aug 2011 - Jul 201216Th Airborne Command And Control Squadron, Robins AfbResponsible to the Squadron Commander (CEO) for the development and implementation of all executive management policies for 235 Air Force personnel. Managed daily command section operations and coordinated hundreds of higher headquarters, wing, group and squadron-level taskings. Performed command-level quality control checks of all 235 members' annual reports, decorations, awards & correspondence packages. Supervised 3 personnel and oversaw 6 meetings a week.
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Student, E-8C Airborne Weapons Officer TrainingUnited States Air Force Jun 2010 - Dec 2010Robins Afb, GaThis course trains officers in the skills necessary to perform duties as an Air Weapons Officer onboard the E-8 Joint Surveillance Target Attack Radar System (JSTARS) aircraft and is composed of training to procedurally control aircraft, track ground vehicles and movement, collect imagery, and relay tactical pictures to ground and air theater commanders. Trained to perform command & control, intelligence, surveillance & reconnaissance (C2ISR) onboard the E-8C JSTARS aircraft as well as employ mission sensor capabilities and E-8 primary mission equipment, communications & data links to find/fix/track/target/engage/assess enemy ground movement and coordinate real-time target development. Graduated #1/8 as Distinguished Graduate (DG).
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Student, Undergraduate Air Battle Manager TrainingUnited States Air Force Jun 2009 - May 2010Tyndall Afb, FlThis course trains officers in the skills necessary to perform duties as an Air Battle Manager and is composed of directing aircraft conducting air defense and tactical missions, coordinating aircraft control and warning activities, interacting with other controlling agencies, understanding the purpose and impact of electronic attack and protection measures, and the integration of command and control in the joint warfare arena. Graduated #1/8 earning the AETC Commander's Award as Distinguished Graduate (DG) and also ranked #1/8 academically earning the Academic Excellence Award.
Daniel M. Kopp, Ma, Ms, Cfp®, Mqfp® Skills
Daniel M. Kopp, Ma, Ms, Cfp®, Mqfp® Education Details
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Personal Financial Planning & Financial Therapy -
Military And Strategic Leadership -
B.S. Economics With Highest Distinction -
Certified Financial Planner™ Certificate Program
Frequently Asked Questions about Daniel M. Kopp, Ma, Ms, Cfp®, Mqfp®
What company does Daniel M. Kopp, Ma, Ms, Cfp®, Mqfp® work for?
Daniel M. Kopp, Ma, Ms, Cfp®, Mqfp® works for Wise Stewardship Financial Planning
What is Daniel M. Kopp, Ma, Ms, Cfp®, Mqfp®'s role at the current company?
Daniel M. Kopp, Ma, Ms, Cfp®, Mqfp®'s current role is Fee-Only Financial Planner for Widows & Military | Empowering Clients to Align Money with their Deepest Values | Financial Educator & Speaker.
What is Daniel M. Kopp, Ma, Ms, Cfp®, Mqfp®'s email address?
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What is Daniel M. Kopp, Ma, Ms, Cfp®, Mqfp®'s direct phone number?
Daniel M. Kopp, Ma, Ms, Cfp®, Mqfp®'s direct phone number is +131779*****
What schools did Daniel M. Kopp, Ma, Ms, Cfp®, Mqfp® attend?
Daniel M. Kopp, Ma, Ms, Cfp®, Mqfp® attended Kansas State University, American Military University, Purdue University, College For Financial Planning.
What skills is Daniel M. Kopp, Ma, Ms, Cfp®, Mqfp® known for?
Daniel M. Kopp, Ma, Ms, Cfp®, Mqfp® has skills like Leadership, Team Leadership, Financial Planning, Personal Financial Planning, Blogging, Military, Military Operations, Air Force, National Security, Dod, U.s. Department Of Defense, Program Management.
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