Home  / About Us  / David Hopkins, CFP®, IACCP®

David Hopkins, CFP®, IACCP®

  • Supports the TCCR investment management platform to continue to provide superior service in the investments arena. Supports the planning process by assisting with the preparation of the Family Desk Reference®.
  • Administers the day-to-day management of the compliance program.
  • Supports the firm’s technology effort to improve select systems and processes.
  • Investment Adviser Certified Compliance Professional®.
  • Assist with client service work, internal projects and life insurance administration.
  • Brings in-depth knowledge and experience gained from his 8 year tenure with Fidelity Investments, a well-known financial service provider in the investment industry.
  • Earned Bachelor of Business Administration from Midwestern State University.
  • Member of the Dallas-Fort Worth Compliance Roundtable
  • Certified Financial Planner™

Certified Financial Planner Board of Standards Inc.owns the certification marks CFP®, Certified Financial Planner™ and in the U.S.