Our Team

David Rottschafer, CFP(R), CWS(R), AIF(R) - Owner & Principal

Dave Rottschafer began his career in the financial services industry at the Chicago Mercantile Exchange in 1993. From there, he moved to Dean Witter in Naperville, IL in January 1994 to serve retail and business clients as a financial advisor. After winning several awards for distinguishing service at Dean Witter, Dave moved to Peachtree City, GA in 1999 and joined an independent firm. In 2001, Dave moved to IFG, which over the years has become Cetera Advisors, LLC. He has earned a place in the firm's Chairman's Club in each of the past 5 years. 

In 2008, Dave earned the CERTIFIED FINANCIAL PLANNER TM certification from the CFP Board of Standards.  Additionally, he has earned the designations of Certified Wealth Strategist from the Cannon Financial Institute, the Accredited Investment Fiduciary designation from fi360, and the Chartered Retirement Plans Specialist from the College for Financial Planning.  He is an Investment Advisor Representative and a Registered Principal with Cetera Advisors LLC. Dave's passion is to help clients determine where they want to go financially and then construct, implement, adjust and monitor the success of the plan over time.

Dave has written many newsletters and newspaper articles and has lectured extensively on the topic of retirement and business planning, both to the general public as well as to groups of his peers.  Additionally, he taught retirement planning classes sponsored through Clayton State University for several years.

Dave is a member of the Financial Planning Association and the Financial Services Institute. Additionally, one of the titles he wears most proudly is "manager" of his younger children's little league team, the Cubs.

Dave and his wife, Renee, are proud to be members of Dogwood Church in Tyrone, Georgia. They live in Peachtree City with their four children.

 

 

Cathy Cheatham – Client Services

Cathy is the cheerful voice you hear when you call our office and is well known in the firm for her joyful presence.  She has more than 18 years experience in customer service and office environments.  Cathy is your main contact for coordinating business building meetings with members of our firm.  She also assists Dave by scheduling annual client reviews and managing client information.

The Peachtree City native is a graduate of the University of West Georgia and resides in Palmetto, Georgia with her husband Lance and daughters, Ciara and Sara.