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Meet The Team
Meet the faces behind the experience! Click the button below to meet the David Rochester-Michael Powell team.
Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Welcome, I'm David!
For 30 years, I've helped clients work through key financial moments in their lives. As a registered Retirement Income Certified Professional (RICP®) and Certified Exit Planning Advisor (CEPA®), I've been able to help support individuals, families, and business owners with a wide range of planning needs. I show up every day because I value the long‑term relationships this work creates. Guiding clients through each stage of life isn’t just part of my job - it’s what motivates me and keeps me committed to this profession.
Welcome, I'm David!
For 30 years, I've helped clients work through key financial moments in their lives. As a registered Retirement Income Certified Professional (RICP®) and Certified Exit Planning Advisor (CEPA®), I've been able to help support individuals, families, and business owners with a wide range of planning needs. I show up every day because I value the long‑term relationships this work creates. Guiding clients through each stage of life isn’t just part of my job - it’s what motivates me and keeps me committed to this profession.
Welcome, I'm David!
For 30 years, I've helped clients work through key financial moments in their lives. As a registered Retirement Income Certified Professional (RICP®) and Certified Exit Planning Advisor (CEPA®), I've been able to help support individuals, families, and business owners with a wide range of planning needs. I show up every day because I value the long‑term relationships this work creates. Guiding clients through each stage of life isn’t just part of my job - it’s what motivates me and keeps me committed to this profession.
Welcome, I'm David!
For 30 years, I've helped clients work through key financial moments in their lives. As a registered Retirement Income Certified Professional (RICP®) and Certified Exit Planning Advisor (CEPA®), I've been able to help support individuals, families, and business owners with a wide range of planning needs. I show up every day because I value the long‑term relationships this work creates. Guiding clients through each stage of life isn’t just part of my job - it’s what motivates me and keeps me committed to this profession.
Welcome, I'm David!
For 30 years, I've helped clients work through key financial moments in their lives. As a registered Retirement Income Certified Professional (RICP®) and Certified Exit Planning Advisor (CEPA®), I've been able to help support individuals, families, and business owners with a wide range of planning needs. I show up every day because I value the long‑term relationships this work creates. Guiding clients through each stage of life isn’t just part of my job - it’s what motivates me and keeps me committed to this profession.
Beyond The Office
I’m deeply connected to my community through my involvement with the Associated Builders and Contractors (ABC) and the Independent Electrical Contractors Association (IECA). Outside of work, I’m a devoted husband to Leslie Rochester, and we’re proud parents of two adult children. I’m a graduate of Mississippi State University (BA) and the University of Memphis (MBA), and I enjoy spending my free time outdoors, hunting, and traveling. Whether I’m serving my community, spending time with my family, or exploring the outdoors, I bring the same care, integrity, and commitment that guide how I support my clients every day.
Beyond The Office
I’m deeply connected to my community through my involvement with the Associated Builders and Contractors (ABC) and the Independent Electrical Contractors Association (IECA). Outside of work, I’m a devoted husband to Leslie Rochester, and we’re proud parents of two adult children. I’m a graduate of Mississippi State University (BA) and the University of Memphis (MBA), and I enjoy spending my free time outdoors, hunting, and traveling. Whether I’m serving my community, spending time with my family, or exploring the outdoors, I bring the same care, integrity, and commitment that guide how I support my clients every day.
Beyond The Office
I’m deeply connected to my community through my involvement with the Associated Builders and Contractors (ABC) and the Independent Electrical Contractors Association (IECA). Outside of work, I’m a devoted husband to Leslie Rochester, and we’re proud parents of two adult children. I’m a graduate of Mississippi State University (BA) and the University of Memphis (MBA), and I enjoy spending my free time outdoors, hunting, and traveling. Whether I’m serving my community, spending time with my family, or exploring the outdoors, I bring the same care, integrity, and commitment that guide how I support my clients every day.
Beyond The Office
I’m deeply connected to my community through my involvement with the Associated Builders and Contractors (ABC) and the Independent Electrical Contractors Association (IECA). Outside of work, I’m a devoted husband to Leslie Rochester, and we’re proud parents of two adult children. I’m a graduate of Mississippi State University (BA) and the University of Memphis (MBA), and I enjoy spending my free time outdoors, hunting, and traveling. Whether I’m serving my community, spending time with my family, or exploring the outdoors, I bring the same care, integrity, and commitment that guide how I support my clients every day.
Beyond The Office
I’m deeply connected to my community through my involvement with the Associated Builders and Contractors (ABC) and the Independent Electrical Contractors Association (IECA). Outside of work, I’m a devoted husband to Leslie Rochester, and we’re proud parents of two adult children. I’m a graduate of Mississippi State University (BA) and the University of Memphis (MBA), and I enjoy spending my free time outdoors, hunting, and traveling. Whether I’m serving my community, spending time with my family, or exploring the outdoors, I bring the same care, integrity, and commitment that guide how I support my clients every day.
Beyond The Office
I’m deeply connected to my community through my involvement with the Associated Builders and Contractors (ABC) and the Independent Electrical Contractors Association (IECA). Outside of work, I’m a devoted husband to Leslie Rochester, and we’re proud parents of two adult children. I’m a graduate of Mississippi State University (BA) and the University of Memphis (MBA), and I enjoy spending my free time outdoors, hunting, and traveling. Whether I’m serving my community, spending time with my family, or exploring the outdoors, I bring the same care, integrity, and commitment that guide how I support my clients every day.
Ask Me About
Life Stage Planning
Meeting you at your current life stage.
- Supporting career starters, growing families, pre-retirees, retirees, and legacy planners.
- Guiding key financial decisions - from saving and homebuying to retirement income and estate planning.
- Ensuring your financial strategy adapts as life evolves.
Retirement Planning
Helping you prepare for the retirement lifestyle you want.
- Supporting you whether you’re starting to save, nearing retirement, or already retired.
- Providing a long‑term strategy for savings, investments, Social Security, taxes, and healthcare.
- Helping your money last and align with the life you envision.
- Giving you confidence and clarity as you move into and through retirement.
Legacy Planning
Ensuring your wealth supports the people and causes that matter most.
- Guiding you in organizing your estate, minimizing taxes, and structuring gifts.
- Protecting what you’ve built to help you pass it on with intention.
- Creating a meaningful legacy that reflects your values.
- Providing clarity and peace of mind for your loved ones.
Business Planning
Strengthening your business today while preparing it for the future.
- Addressing cash‑flow needs, protection strategies, succession choices, and exit planning.
- Helping you secure your business’s long‑term legacy.
- Protecting the value you’ve worked hard to build.