David Welke is a Certified Public Accountant licensed in Michigan and is the founder of Abacus Industries which is a comprehensive accounting and management consulting firm. With more than 20 years experience in tax planning, accounting and consulting, Mr. Welke’s services extend not only to Individual Taxation, but to Entrepreneurs and Business Owners as well. He specializes in business start-ups and business successions including Business and Personal financial planning.
Mr. Welke graduated from the University of Tennessee with a Bachelor of Science degree in Business Administration & Accounting. He is a member of the American Institute of Certified Public Accountants (AICPA); the Michigan Association of Certified Public Accountants (MACPA); and the Independent Accountants Association of Michigan (IAAM). David also serves as a member of the Board of Directors for Habitat for Humanity within the Alpena & Alcona Counties in Michigan.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
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Investment advisory services offered through Kaizen Wealth Management, LLC a Registered Investment Advisor in the state of Michigan. Insurance products and services are offered through Kaizen Financial Group, LLC. Kaizen Wealth Management, LLC and Kaizen Financial Group, LLC are affiliated companies.
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