Next Exam Window 21-25 May, 2025

Categories
MQFP

Daniel Kopp

Daniel Kopp, MA, MS, CFP ®, is a fee-only, fiduciary financial planner and founder of Wise Stewardship Financial Planning where he helps young widows and widowers as well as military members organize their financial lives by aligning their money with their deeply-held values. He leverages his personal experiences as a widower and an Air Force veteran to offer a deeper level of engagement and connection with his clients. He is also an XYPN and NAPFA member as well as being a founding board member of Military Financial Advisors Association (MFAA). Daniel also hosts the podcast, Military to Financial Planner, to help fellow members of the military community on their career journey into the world of financial planning. His education includes his BS in Economics from Purdue University with highest distinction, an MA from American Military University, a Graduate Certificate from in Financial Therapy and an MS in Advanced Financial Planning from Kansas State University. Daniel is now married to his wife Anna, and lives in the Sarasota, Florida area along with their two sons where they love to explore new places, try interesting cuisines, play board games, and serve in their local church.

Firm Name
Wise Stewardship Financial Planning, LLC

Firm Website

Military Start Here

Phone Number
(857) 209-8437

E-mail
daniel@wisestewardshipfp.com

Credentials
CFP®MA, MS

Categories
MQFP

Andi Wrenn

Andi Wrenn, AFC® has had a passion for helping people make sound financial decisions for two decades. She has a master’s in counseling, and is a Family Financial Mediation professional.

Andi is Past President of the AFCPE® Board of Directors, and recently retired from working in leadership in military contracts related to personal finance. She continues developing educational programs for CFP®, ChFC®, and AFC® continuing education and experience hour through her business Coaching Capability. She is a military financial subject matter expert after managing a large government contract for DoD from 2008-2023 providing financial education and counseling. She was awarded 2021 Outstanding Education of the Year program from AFCPE®, and in 2023 Women Working in Wealth award.

She was awarded the 2007 FINRA Foundation Military Spouse Fellowship, Zachary and Elizabeth Fisher Humanitarian Award – Air Force, and FINRA Foundation Mentor of the year twice. Andi’s husband served in the United States Air Force. As a military spouse widow, she now serves as a TAPS Mentor to assist other military widows in their time of tragedy and grief, volunteers with the USO, and mentors financial professionals to reach their goals professionally.

Phone Number
(252) 915-2737

E-mail
andi.m.wrenn@gmail.com

Credentials
AFC®