portrait of David Rowe
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About David

My branch focuses on serving a select group of professionals, retirees and business owners who strive to live a work-optional lifestyle in retirement. My office is conveniently located between Kalamazoo and Grand Rapids in downtown Otsego.

I grew up in Martin, MI, and live in Plainwell. I have been married for 15 years and have two children. My family and I enjoy traveling, camping and being involved in youth sports. My children are active swimmers and Cub Scouts. I am a member of the Otsego/Plainwell Chamber of Commerce, Fidelity Lodge 513 F&AM, Plainwell Cub Scout Pack 3024 and the Allegan County...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Insurance & Annuities
  • Employee Stock Options

Work History

  • Edward JonesJuly 2021 to Current
  • Kalamazoo Co Sheriff's OfficeApril 2012 to July 2021

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Baseball
  • History and Museums
  • Astronomy

Team Members

  • Brynn Kemp
    Branch Office Administrator
  • Kelly Brown
    Sr. Branch Office Administrator
  • Marissa Lopez
    Associate Financial Advisor

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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