David J. Kubicek, CFP®

Picture of Dave KubicekWith an academic and occupational background in both business and sciences, ITM's principal, David Kubicek brings an empirical approach to all aspects of investing and financial planning.

Dave advises individuals, businesses and nonprofit organizations in their quest for effective financial decision-making as well as comprehensive financial planning.

Utilizing a "hands-on" approach, Dave's decades of experience - during many market cycles and economic conditions - works for your benefit, to more easily resolve difficult issues with which you may have no experience or truly need a second opinion.

Dave is a graduate of Michigan State University and has over 30 years of financial services experience. He spent more than 20 years as a securities, futures and options broker at Merrill Lynch and Prudential Securities. He provides financial planning and investment advice. In addition, Dave assumes executive management responsibilities for the ITM's daily operations.

Dave's certifications and memberships include:

Certified Financial PlannerTM Certificant.

Financial Planning Association.

And community service offices:

Lighthouse of Oakland County Investment Committee.

Former Windsor Charter Township Planning Commission (Chair).

Former Windsor Charter Township Zoning Board of Appeals.


You can reach Dave at: