Chris Koppelman, CFA, CAIA

Director, Wealth Management & Planning

Check the background of this investment professional on FINRA’s BrokerCheck.

Chris Koppelman, CFA, CAIA

Director, Wealth Management & Planning

About

Chris Koppelman serves as the Director of Wealth Management & Planning at North Star Resource Group’s Lone Star Division.

Team

Shaun McDuffee, AEP, CLU®, ChFC®, CEPA®
Shaun McDuffee, AEP, CLU®, ChFC®, CEPA®

Senior Vice President, Founder and President of Twin Oak Advisors

Theola Ofei Budu
Theola Ofei Budu

Investment Coordinator

Contact

    Austin, Texas

    300 Beardsley Lane
    Suite A104
    Austin, TX 78746

    Directions

    Registered representative of Cetera Wealth Services, LLC.

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