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 now two grandchildren. We welcomed baby Theo on April 9, 2020.
For fun, I enjoy fishing, skiing, traveling and am in the process of completing my private pilot license.
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.
My Personal Interests
- Health & Nutrition
- Movies & Entertainment
- Scuba Diving
Phone NumberDavid M Moscardelli at (989) 772-3262
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