SDA WEALTH STRATEGIES - Key Persons
Job Titles:
- 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.
Job Titles:
- Client Relationship Manager
Anya brings her perceptiveness and more than a dozen years experience in financial services sales and consulting to her role with the SDA Wealth Strategies team. She enjoys building relationships with people,seeks to understand what motivates them and encourages her clients to comfortably take action.
Job Titles:
- 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.
Job Titles:
- 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.
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.
Job Titles:
- Client Support Specialist
- Virtual Administrative Services Specialist for American Portfolios Financial Services
Melissa is a Virtual Administrative Services Specialist for 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.
Job Titles:
- 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.
Job Titles:
- CEO
- Founder
- 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.
Job Titles:
- 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.