Dave is a locally well-known financial educator, host of NBC 25’s ‘Money Matters’ and author of “High Tide: A Practical Guide for Affluent Retirees to Protect, Profit and Prosper from the Coming Financial Storm.” Dave’s goal on ‘Money Matters’ is to discuss pertinent, current, and helpful financial information. For 35 years, Dave has been teaching investors how to preserve their assets, increase their income, and reduce income taxes.
Keynote Topics: Registered Investment Advisory Firm specializing in Total Wealth Management for select Retiree Age Clients.
Keynote Length: Spoke at Michigan Association of CPA’s Conference on Retirement Income Planning. Spoke in Las Vegas at an Elite Advisor Summit Key note Speaker at a 2 day Conference on running an ethical Advisor practice in Detroit.
Audience: Currently mentors a Master Mind Group of top Advisors from around the country. Teaches a Retirement Planning Class at Oakland Community College. Hosts monthly free Retirement Planning Classes for his community.
Awards: Has received the 5 Star Wealth Manger Award annually since 2010. Recognized as one of the top Retirement Planning Firms by Senior Market Magazine. Rated A+ Excellent by the Better Business Bureau for over 10 years
Company Website: www.theretirementresource.org/
Other: Was the host of A weekly Financial Segment on NBC 25 News for 5years; ChFC since 1991
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