Ken enjoys challenging people to grow and encouraging them to pursue things they might not otherwise have done had they not met him. He thinks of what he does as legacy planning – but not in the traditional financial planning sense of the word.
“Over the years I’ve witnessed clients in their later retirement years start to think about how they will be remembered when they’re gone. By starting to think about this sooner rather than later, clients are more likely to feel a sense of fulfillment with regard to how they’ve lived their life and their ability to make the world a better place. It’s not necessarily always about the numbers in the account, but oftentimes it can help these legacy-defining activities happen.”
Growing up without much, Ken’s parents emphasized hard work and savings. He got in the habit of saving a portion of every dollar he earned whether it was from birthdays, holidays or from his paper route he started when he was twelve. Through his own savings, he was able to buy and race BMX bikes as a kid and purchase his first car at 17. Ken found great satisfaction in saving, knowing that by simply deferring the gratification he could accomplish something with far greater impact that really mattered to him. He now enjoys helping others do the same.
Ken and his wife Michelle enjoy spending time with their two kids and dog. Music is a constant in the Koppitz household—both listening to and, for the kids, performing. And Ken has never outgrown playing cars with his friends—he enjoys driving on tracks throughout the country, providing classroom instruction and in-car high-performance driver coaching. Additionally, he’s been involved in Audi Club’s Teen Driving Clinic, helping refine the driving skills of hundreds of new teen drivers over the years.