February 13, 2023

Why Dave Shotwell Became a Financial Planner

Why Dave Shotwell Became A Financial Planner
Join Nick and Dave as Nick interviews Dave as to the “why” and the “how” of his journey to becoming a financial planner.
Dave, “I started basically looking for a job and did not have a true career path. I happened to meet the right people at the right time who were in the industry and needed help. They told me I was pretty much a nerd and I should be a nerd about this stuff.”

Listen as Dave reveals his love for Excel and spreadsheets and the evolution of the financial planning industry itself.

About Shotwell Rutter Baer

Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are only compensated by our clients for our knowledge and guidance — not from commissions by selling financial products. Our only motivation is to help you achieve financial freedom and peace of mind. By structuring our business this way we believe that many of the conflicts of interest that plague the financial services industry are eliminated. We work for our clients, period.

Click here to learn about the Strategic Reliable Blueprint, our financial plan process for your future.

Call us at 517-321-4832 for financial and retirement investing advice.

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