couple walking

The Client Experience Families and Individuals Deserve

Each member of our close-knit team has decades of experience in the financial services industry.  We work together, with each member sharing his or her own knowledge and experience for the benefit of our clients.

We create strategies designed to help our clients manage and preserve their wealth, prepare for retirement, leave a legacy for their children and grandchildren, and fulfill philanthropic interests – as we all strive to leave the world in a better place.  We further hope we can serve as a multigenerational educator for your family so that the wealth you have created can be a blessing for generations to come.

Kopkin + Englehardt Wealth Advisory Group

Mark Kopkin

Mark D. Kopkin

Senior Vice President/Investments

Mark has assisted clients in identifying and prioritizing their goals while customizing comprehensive investment plans that align with their needs and addressing the various aspects of their financial lives for more than 35 years.

Mark joined Stifel in 2017 from Raymond James, where he served as both Branch Manager and Financial Advisor since 2007.  Earlier in his career, he worked at several prominent wealth management firms, including Wachovia Securities, PaineWebber, and Kidder Peabody.  He attended University of Georgia and Georgia State University.

Active in the community, Mark serves on the board of directors of The Weber School, The Jewish National Fund (JNF), and The Jewish Educational Loan Fund (JELF).  He previously served two-terms as president of Congregation Dor Tamid and two terms as president of The Cohen Group Home.

Mark has been recognized as a Zaban Leadership Award Honoree, a Goldstein Leadership Award Honoree, and a PALI Participant (Philanthropic Atlanta Leadership Institute).  He also volunteers with a number of animal rights and cancer-oriented charities within his community.

Mark is from Atlanta and resides in Johns Creek, Georgia.  He is actively involved with his four children and is a very proud grandfather.  He also enjoys travel, the arts, and sports – especially Georgia Bulldog football.

Scott Englehardt

Scott R. Englehardt

First Vice President/Investments

Since 1991, Scott has specialized in the design, implementation, and ongoing guidance of his clients’ portfolios.  He loves the intricacies of wealth management and runs our goal planning and analysis resources to help align our clients’ financial decisions with their vision of retirement and other highly personalized goals.

Scott believes in putting his clients’ interests first and tries to handle all projects as efficiently as possible without sacrificing quality.  He is effective at following up on details and helping to ensure that our promises and commitments are kept.  His easygoing nature helps ensure that every conversation with a client puts a smile on their face and improves their day.

Scott joined Stifel in 2017.  Earlier in his career, Scott was a financial advisor at Raymond James, Wachovia Securities, PaineWebber, and Olde Discount Corp.

Scott was born in Toledo, Ohio, but moved to Georgia with his family when he was two years old.  Today, he lives in Alpharetta, Georgia, with his wife, Wendy, daughter, Lydia, and cats, Trixie and Buttercup.  In his free time, Scott enjoys playing tennis (ALTA & T2 leagues), golf, and ping pong.

Yolanda Etchison

Yolanda D. Etchison

Client Service Associate

Yolanda applies her 28-plus years of experience in the financial services industry to assist our clients with their various needs.  With attention to detail and reliable follow-through, she helps us maintain a top-tier level of personal service.

Earlier in her career, Yolanda worked as a sales assistant for several prominent financial firms, including Dean Witter/Morgan Stanley, PaineWebber, J.C. Bradford, Wachovia Securities, and Raymond James (Morgan Keegan).  She joined Stifel in 2017. 

Yolanda earned a Bachelor of Business Administration with a Concentration in Finance from Georgia State University.  She was born and raised in Atlanta and currently resides in Rex, Georgia, with her cats, Brooke and Jake.  In her free time, she enjoys gardening (indoor and outdoor planting) and traveling.