Danielle Kopetzki
Chief of Staff
Department: Internal Operations
Experience: Started career in 1999
Education: Bachelor’s degree in political science with a minor in business administration from Marquette University
Danielle joined the Modern Wealth team in May 2024 following an 18-month stint with SageView Advisory as the Vice President of Business Operations. She also spent 15 years consulting in the wealth management industry for Actifi in Plymouth, Minnesota, working with firms on transitions, practice management, and process improvement. Prior to working for Actifi, Danielle spent eight years at Piper Jaffray in various roles but largely as a relationship manager between the home office and Piper’s 100 wealth management offices.
The most important thing in Danielle’s life is her family, especially her husband and two sons, Ben and Alex. Danielle lives in Minneapolis, Minnesota, and enjoys spending time at the family cabin, watching her kids play sports, and traveling.