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 in the state of Georgia and a Registered Principal with Multi-Financial Services Corp (MFSC). He has over 16 years experience in the financial services industry and has helped hundreds of people and dozens of companies design and implement a retirement plan that fits their needs.

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 the Fayette County Parks and Recreation Department and local employer, Bonnell Corp.

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.