DAVID KOPITTKE GREW UP IN FLORIDA BUT HAS NOW BEEN LIVING IN ARKANSAS JUST UNDER TWELVE YEARS. AFTER MARRYING HIS WIFE LISA (IN 2002), THE BIRTH OF HIS FIRST CHILD ISABELLA AND FINISHING HIS MASTERS IN BUSINESS ADMINISTRATION AT THE UNIVERSITY OF MIAMI, HE AND HIS FAMILY MOVED TO LITTLE ROCK TO BE CLOSER TO RELATIVES. HE AND HIS FAMILY CELEBRATED THE BIRTH OF HIS FIRST SON, NOAH IN MAY OF 2007 AND THE BIRTH OF HIS SECOND SON, LANE, IN 2012.

DAVID LIVES IN MAUMELLE, ARKANSAS WITH HIS FAMILY AND ENJOYS SPENDING TIME WITH THEM AND THEIR TWO DOGS (CHLOE AND BRADY) AS MUCH AS POSSIBLE. HIS HOBBIES INCLUDE BASKETBALL, SOCCER, AND GOLF.

DAVID KOPITTKE GRADUATED FROM PENN STATE UNIVERSITY IN DECEMBER OF 1999. IN JANUARY, 2000, HE STARTED A CAREER IN    

DAVID KOPITTKECFP®, ChFC®,  CLU®,  MBA

 

PARTNER

FINANCIAL SERVICES WITH A SMALL COMPANY IN LAKELAND, FLORIDA. WHILE HOLDING THE POSITIONS OF BOTH COMPLIANCE OFFICER AND THE DIRECTOR OF OPERATIONS, DAVID MANAGED TO OBTAIN HIS MBA FROM THE UNIVERSITY OF MIAMI (FL).

DAVID AND HIS FAMILY MOVED TO LITTLE ROCK, ARKANSAS IN 2005 WHERE HE STARTED A MORTGAGE COMPANY AND THEN LATER SOLD THE BUSINESS TO A NATIONAL BANK IN 2009. HE CONTINUED TO WORK WITH THE BANK THROUGH ITS SALE IN DECEMBER OF 2013.

HE HAS EARNED THE CERTIFIED FINANCIAL PLANNER (CFP®),   CHARTERED LIFE UNDERWRITER (CLU®) AND  CHARTERED FINANCIAL CONSULTANT (CHFC®) PROFESSIONAL DESIGNATIONS.

FOR MORE THAN 15 YEARS, DAVID'S CLIENTS HAVE RELIED ON HIM TO PROVIDE THEM WITH ACCESS TO A WIDE VARIETY OF PRODUCTS AND SERVICES TO WORK TOWARD FINANCIAL SECURITY. HE BRINGS A WEALTH OF DIVERSE EXPERIENCE TO HIS PRACTICE.

DAVID KOPITTKE TAKES PRIDE IN KNOWING THAT HE’S NOT ONLY HELPED OTHER FINANCIAL REPRESENTATIVES WITH THEIR CAREERS, BUT ALSO PROVIDED A SOLID FOUNDATION TO HELP THEIR CLIENTS PURSUE SECURE FINANCIAL FUTURES.

DAVID KOPITTKE'S MISSION IS SIMPLE:

  • TO TAKE THE TIME TO LEARN ABOUT AND UNDERSTAND EACH CLIENT'S FINANCIAL GOALS;

  • TO PERIODICALLY TAKE HIS CLIENTS OFF THE TREADMILL OF LIFE SO THAT THEY CAN DREAM BIG;

  • TO EDUCATE CLIENTS SO THAT THEY ARE EMPOWERED TO MAKE INTELLIGENT DECISIONS ABOUT THEIR DREAMS;

  • TO MAKE A POSITIVE IMPACT IN THE LIVES OF FAMILIES, FRIENDS AND COMMUNITY;

  • TO MAKE SURE THAT THOSE THE CLIENT CARES MOST ABOUT ARE IN TURN TAKEN CARE OF;

  • TO  HELP CLIENTS MONITOR THEIR PLANS AND MAKE THE NECESSARY ADJUSTMENTS AS LIFE'S CHANGES PRESENT THEMSELVES.


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