Dave is a well known financial educator, author of High Tide and contributing author of 21st Century Wealth. For over 30years, Dave has been teaching investors age 55+ how to preserve their assets, increase their income, and reduce income taxes. Dave is was featured on NBC25 every week night at 6PM discussing the daily market wrap up for over 4 years. Many area retirees have used Dave’s advice to enjoy a financially independent retirement.
Dave is a Chartered Financial Consultant, a designation awarded only to experienced Advisors who have completed a 10 course program of study, through the American College in Pennsylvania, focusing on Tax, Investment, Risk Management, Retirement and Estate Planning. He is an approved Member of the International Association of Registered Financial Planners, the Society of Financial Service Professionals. For 2011 and 2012 Retirement Resources was awarded the 5 Star Wealth Manager of Michigan. Only given to the top 7% of advisory firms.
Dave’s latest book, High Tide, A Practical Guide for Affluent Retirees to Protect, Profit and Prosper from the Coming Storm, talks specifically on the important challanges todays retirees are facing and some new cutting edge solutions to address those challanges. He teaches you in this easy to read book how to take the steps necessary to achieve your successful retirement.
Dave is a contributing author of 21st Century Wealth, an easy to read book for those already retired or those planning for a financially rewarding retirement. Dave was also recently featured in Senior Market Advisor magazine for his outstanding service to the senior community.
Dave is Managing Member and Chief Compliance Officer of Retirement Resources, LLC, a Registered Investment Advisory Firm.
Dave and his wife Cherie are the proud parents of 2 sons and 6 grandchildren. They are active members at Trinity Baptist Church, where Dave has served on the Deacon’s board for over 10 years.
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