My Worst Money Mistake: Starting a Financial Career in Debt 00:10:00
David Shotwell started in the investment and financial planning world early in the year 2000 with a regional bank’s northern Michigan investment office and began working with clients just as the dot com bubble burst. He earned his Certified Financial Planner® designation in 2012 and joined Beth Baer, the founder of our firm, in 2013. He became President of Shotwell Rutter Baer when Beth retired in 2018.
