Position:

Senior Vice President*
 

Responsibilities

As Vice President, Brian Koopman works with a variety of clients to help them realize their financial and investment goals. He assists clients with financial and retirement planning and has extensive experience in income, estate, and gift tax planning as well as individual, estate and trust tax preparation.

Education

Bachelors Degree, Accounting
University of Wisconsin – La Crosse La Crosse, WI

Certified Financial Planner


Certified Trust and Financial Advisor


Certified Public Accountant


Experience

Vice President
Trust Point

General Services Supervisor
Mc Gladrey & Pullen

Staff Accountant
Mc Gladrey & Pullen


 

Contact Information

Phone Numbers:
608-782-1148

Email: bkoopman@trustpointinc.com