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

Join us at the “kitchen table” as we help you cut through the complexity of your financial lives with practical and uncomplicated financial planning and investment advice. We are devoted to you by a strict fiduciary duty, using our knowledge and experience to provide the best personal advice for your financial future.

NAPFA Start Date

August 20, 2013


This Office

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