Our Team

David Rottschafer - Owner & Principal

David has earned the CERTIFIED FINANCIAL PLANNER TM certification from the CFP Board of Standards.  Additionally, he has earned the designation of Chartered Retirement Plans Specialist from the College for Financial Planning in Denver.  He is a Investment Advisory Representative and a Registered Principal with Multi-Financial Services Corp (MFSC). He specializes in sophisticated planning and wealth management strategies for individuals and their families. With over 17 years of advisory experience, he specializes in helping to protect assets from market volatility, minimizing tax liability and maximizing wealth transfer.

David has written many newsletters and newspaper articles and has lectured extensively on the topic of retirement and business planning.  Additionally, he has taught financial classes sponsored through Clayton State University, the Fayette County Parks and Recreation Department and local employer, Bonnell Corp.

Atlanta Magazine recently named David as a Five Star Wealth Manager* for 2011 which recognizes financial professionals who provide exceptional service and overall satisfaction as indicated by clients, peers and industry experts.

David and his wife, Renee, are proud to be members of Southside Church in Peachtree City, Georgia.  They live in Peachtree City with their children Sam, Artie, Declan and Lydia.

Ben Moore - Marketing Manager

Ben handles all marketing, advertising, website and newsletter production for the firm. He has more than 10 years combined marketing and advertising experience working with large multi-million dollar international firms, non-profit organizations and local small businesses.  Ben is your main contact for educational and client appreciation events. 

Ben is an avid writer and sports fan.  He is a graduate of Georgia State University. Ben and his wife, Amy, live in Peachtree City with their daughter, Kendall.

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 15 years experience in customer service and office environment.  Cathy is your main contact for coordinating business building meetings with members of your 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 Peachtree City with her daughter, Ciara.

*The Five Star Wealth Management Award identifies 7% of wealth managers within a local region who score highest in client satisfaction. Each wealth manager must have five years of experience in the financial services industry and receive certification they have been reviewed for regulatory actions, civil and judicial actions, and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com Recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client's evaluation.