Meet Our Team

 

Whether you are getting ready to retire, or already enjoying retirement, our team of professionals at Retirement Resources can help you determine a strategy appropriate for your financial situation.

Our Team

 

The members of our team at Retirement Resources bring years of coaching expertise to their roles as financial consultants to hundreds of retirees. Learn more about our team and how we work to help you achieve the financial future you deserve.

David M. Boike, CLU, ChFC, RFC

 

Senior Partner


Dave is a well known financial educator, author of High Tide and contributing author of 21st Century Wealth. For over 30 years, Dave has been teaching investors…
Read More

Jake Boike, RFC

 

Senior Partner

 

Jake is the Chief Operating Officer of the firm and a licensed Insurance Agent. He has helped meet the needs of our firms insurance clients for 9 years…
Read More 

DJ Boike, RFC

 

Senior Partner
 

DJ is a Senior Partner of the firm and an Investment Advisor Representative. You can listen to him weekly on 1270AM WXYT every Sunday morning as he discusses…
Read More 

Cherie Boike

 

Executive Assistant

 

Cherie has been actively involved in administrative help to her husband Dave as he built his financial advisory practice since the beginning way back in 1981…
Read More 

Dan Chapman

 

Investment Advisor Representative

 

Dan is an Investment Advisor Representative here at Retirement Resources. He works alongside Dave, DJ and Jake servicing the needs of…
Read More 

Sheila Maloney

 

Client Relationship Associate

 

 

Sheila works in the New Business department serving all of our clients’ needs. She graduated from Maranatha Baptist Bible College wit a BS in...
Read More 

Get Your Free Chapter!

Request a free chapter of The Ultimate Success Guide from Dave and DJ Boike! Enter your name and email address below to request your free copy.

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

 

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.