As a financial advisor, I have always approached my clients with the heart of a teacher. I want my clients to understand each investment and know why they own that particular investment, as well as understand the cost to own it or to manage the account.
I have been a financial advisor in Mt. Pleasant, MI, since 2002, serving individual investors, small businesses and community organizations.
I have been involved in my community in many ways. I have been an active member of the Mt. Pleasant Chamber of Commerce, serving in many leadership roles including chairman of the chamber board.
I am also involved in my local church and teach basic budgeting classes throughout the year.
I married Lori (Schafer) in July 2007. Between us, we have six children and two grandchildren.
For fun, I enjoy golf, skiing, traveling and in 2020, I obtained my private pilot license. I'm currently working on my Instrument Flight Rules (IFR) rating.
Two of the characteristics that have led to such a long career in the financial services industry are my ability to listen to my clients' needs and help them set long-term personal financial goals.
If you're looking for a financial advisor or have questions about investing or planning for retirement, please don't hesitate to contact me.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
My Personal Interests
- Aviation
- Football
- Health & Nutrition
- Movies & Entertainment
- Scuba Diving
Personal Interests
- Aviation
- Football
- Health & Nutrition
- Movies & Entertainment
- Scuba Diving
Office Information
Phone Number
David M Moscardelli at (989) 772-3262Branch Team
- Jacki Starr
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Jacki Starr
- Sr. Branch Office Administrator
Branch Team
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