Biography

David Appleby was born in Jackson, Michigan. He proudly served our nation in the United States Air Force for six years. David is a successful business man with a love of people and a heart to serve. David is the President of BeeSure Services, Inc. and sits on the Board of Directors for the REACH For Life Foundation. To become a Registered Investment Advisor, David had to demonstrate an understanding of federal securities law and the Uniform Securities Act. He also had to demonstrate a proficiency in many types of investments, as well as areas relating to taxes, estate planning and retirement planning. David had to pass a concentrated exam administered by the National Association of Securities Dealers.

David is also a Certified Senior Advisor (CSA). To become a Certified Senior Advisor David had to complete a 20 part program proving his expertise in areas concerning the personal and financial issues of seniors.

To become a Certified Tax Specialist, David had to complete a comprehensive course in taxation that focused on tax reduction principles to decrease taxable income. It offered a well rounded education that encompassed most every aspect of income tax preparation and planning. David is about to complete the necessary courses for his Chartered Financial Consultant. His past credentials include having a general lines insurance license, Series 6 Securities License and being a funeral counselor.

David believes that each investor is unique and no single investment account is right for everyone. He believes it is essential to have every available investment and estate-planning tool at his disposal in order to benefit his clients. David will do whatever it takes to meet and satisfy the need of his client.

David’s wonderful wife Monica, works alongside him, supporting him in his endeavors. They have two beautiful children,Charmaine and Roman. He also volunteers his time as a legal guardian of two mentally challenged men whose names are Russell and Tim. David is a faithful giver and supports many charities.