top of page
Asset 5.png

Parisho Financial Services now together with Financial Stewardship Partners. 

I would like to take just a moment to introduce you to a financial professional I hold in very high regard. Over the coming months, David Toeppe will get to know many of you as part of the evolution of our financial services practice. 
 
For some time, I have looked for a capable, experienced advisor who will eventually guide my clients with the same level of care and knowledge as I provide. I have put a great deal of thought and scrutiny into this search. It led me to David Toeppe, whom I feel is the best choice to help me coordinate the transition of this practice in the coming years.
 
You can rest assured that David Toeppe will make attentive personal service and follow-through top priorities, just as I do. David Toeppe knows that this business is built on relationships of trust and honesty, and that clients must come first. 
 
David Toeppe comes to Parisho Financial Services with a great background. Please take a moment to read his bio below.
 
If you have any questions about all this, please feel free to call me or email me. Our goal is to advise you thoughtfully and serve you and your loved ones well, now and in the future.

Sincerely, 

James (Jay) Parisho, CPA, PFS

dtoeppe.jpg

David S. Toeppe, AIF®, CFS®, PPC®

Financial Planner

In 2008, David Toeppe began his career as a Financial Advisor. David completed an extensive study of Financial Planning while attending Western Michigan University where he graduated with a Bachelor’s degree in Business. He worked early in his career with Edward Jones where he would obtain his securities and insurance licenses.

In 2009, David became affiliated as a Registered Representative with Sigma Financial Corporation. In an effort to continually improve his ability to service his valued clients David has taken it upon himself to extend his financial knowledge by receiving the AIF® (Accredited Investment Fiduciary), CFS® (Certified Fund Specialist), and PPC® (Professional Plan Consultant) designations.

David is happily married to Jennifer, with whom he has three wonderful children. David is very active in the community and enjoys the outdoors.

Every year David and his family travel to Matthes Tree Farm in Ida, Michigan in search for the perfect Christmas Tree. It is one of my favorite times of the year. 

bottom of page