Meet the Koepp Team
We have an amazing team full of unique skills, backgrounds, and experiences. Take a moment to learn more about our people.
Theresia Koepp
Founder & CEO
Theresia founded Koepp Advisors in 1987 with a vision to provide client-first financial guidance built on trust and transparency. With decades of experience in investment strategy and wealth management, she continues to lead with integrity and a deep commitment to helping clients achieve lasting financial independence.
Sarah Mitchell, MBA, CFP®
Client Advisor | Managing Partner
Sarah combines strategic insight with a client-centered approach, helping individuals and families align their financial goals with practical, results-driven plans. Her background in finance and leadership ensures every client receives exceptional, personalized service.
David Lang, CFP®
Business Development | Managing Partner
David specializes in financial growth strategies and long-term investment planning. He focuses on helping clients build sustainable wealth through tailored financial structures that balance opportunity and security.
Holly Brunner
Business Development Associate
Holly brings warmth and dedication to client engagement, ensuring every relationship is rooted in clear communication and trust. She plays a key role in supporting the firm’s outreach and client experience initiatives.
Brandon Gomez
Associate Planner
Brandon assists in developing and managing customized financial plans that empower clients to reach their goals. His analytical approach and attention to detail make him a valuable part of the planning process.
Thomas Coy
Investment Portfolio Manager
Thomas manages diversified portfolios with a disciplined, research-based approach. His expertise helps clients navigate changing markets confidently while keeping their long-term goals in focus.
Taylor Chamness, CRPC®, CRPS®
Director of Operations
Taylor leads the firm’s operational efficiency and strategic initiatives. With deep expertise in retirement planning and process management, he ensures Koepp Advisors delivers exceptional service across every client touchpoint.
Michael Rivera, CFA
Senior Investment Analyst
Michael brings analytical precision and market insight to the firm’s investment strategies. He focuses on portfolio optimization, risk management, and research that drives informed decision-making for clients.