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Meet Our Team

 

Whether you are getting ready to retire, or already enjoying retirement, our team of professionals at Retirement Resources can help you determine a strategy appropriate for your financial situation.

Our Team

The members of our team at Retirement Resources bring years of coaching expertise to their roles as financial consultants to hundreds of retirees. Learn more about our team and how we work to help you achieve the financial future you deserve.

David M. Boike, CLU, ChFC, RFC

Senior Partner
Dave is a well known financial educator, author of High Tide and contributing author of 21st Century Wealth. For over 30 years, Dave has been teaching investors…
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DJ Boike, RFC

Senior Partner
DJ is a Senior Partner of the firm and a Investment Advisor Representative. You can listen to him weekly on 1270AM WXYT every Sunday morning as he discusses…
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Dan Chapman

Investment Advisor Representative
Dan is an Investment Advisor Representative here at Retirement Resources. He works alongside Dave, DJ and Jake servicing the needs of…
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Jake Boike, RFC

Senior Partner
Jake is the Chief Operating Officer of the firm and a licensed Insurance Agent. He has helped meet the needs of our firms insurance clients for 9 years…
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Cherie Boike

Executive Assistant
Cherie has been actively involved in administrative help to her husband Dave as he built his financial advisory practice since the beginning way back in 1981…
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Grace Strachan

Client Relationship Associate

Grace Duffield has been with Retirement Resources since July of 2010. She now works in the New Business Department alongside Sheila. She is a graduate of…
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Sheila Maloney

Client Relationship Associate
Sheila works in the New Business department serving all of our clients’ needs. She graduated from Maranatha Baptist Bible College wit a BS in...
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Catherine Wright

Event and Marketing Coordinator
Catherine joined the Retirement Resources Team in November 2012 as the Event and Marketing Coordinator. Cat brings an extensive background...
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By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.