David Shotwell (CFP®)

David Shotwell focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Hourly
  • Investment Advice with Ongoing Management
  • Medical Professionals

Planning Specialties

David joined the firm early in 2013. A 1995 graduate of the University of Michigan in Ann Arbor, David has worked in the financial services industry since March, 2000. He is a member of the National Association of Personal Financial Advisors (NAPFA), and a director of the Michigan Financial Planning Association.

Additional Information

Our mission at Shotwell Rutter Baer is to cut through the complexity in our clients’ financial lives, delivering financial planning and investment advice that is both personal and practical. We are devoted to a strict fiduciary duty, honing our craft, and providing the highest degree of professionalism while maintaining the intimate, “kitchen table” approach to client relationships upon which our practice was founded.

NAPFA Start Date

August 20, 2013


This Office

6350 W Michigan Ave Ste 200 Lansing, MI 48917-2474 Phone: (517) 321-4832