David Bartman, President

David Bartman has worked side-by-side with thousands of individuals in southeast Michigan for the past 15 years. He is a recognized public speaker, two-time best-selling co-author, and former host of “Safer Income for Life” radio, a retirement education-focused radio show. He was also on the Sunday Morning Report on CBS. His articles can be read in Forbes, CNN Money, and more.

David has a true passion for educating pre-retirees and retirees to help them make informed decisions about their finances. He believes in a financial planning experience that empowers people to take control of their lives while cultivating relationships anchored in honesty, integrity, and ethics. He enjoys helping his clients with tax-forward planning and helping them save. His clients rely on his recommendations to help maintain their lifestyles while building and preserving their wealth in retirement.

When David is not meeting with clients or out in the community leading retirement workshops, you can find him spending quality time with his wife and two children.

Charles Bartman, Founder

Charles Bartman is the founder of Senior Financial Center. His commitment, competence, and dedication has enabled him to assist hundreds of clients in achieving their retirement goals. He has also become a leading financial professional, appearing in 300+ publications and over 60 video outlets around the country. He’s known as an accomplished TV and radio host, two-time best-selling author, public speaker, and instructor that presents free educational financial classes.

He’s recognized for motivating and inspiring clients throughout Michigan and the United States. His passion is assisting people in or near retirement to better understand their money and protect their assets. He focuses on designing a retirement plan to help his clients establish their retirement goals so they will have enough money to retire!

Hopefully, you only retire once. Charles has helped many clients develop a retirement plan to prevent them from outliving their money in retirement so that their assets last as long as they do. He uses safe money alternatives while assisting people on how and when to apply for Social Security benefits, helping them to optimize their benefits and collect the money they are entitled to. In addition, he uses tax forward planning to reduce or eliminate taxes, guiding many from paying taxes forever to never, saving them hundreds of thousands of dollars, and helping them retire with confidence!

Paul Zeman, COO

Paul Zeman demonstrates competency in strategic income planning and business development. As an experienced and efficient leader with a business acumen, he displays an exemplary work ethic with aptitude in decision-making and problem-solving skills. He is responsible for overseeing and maintaining control of diverse business operations and implementing business strategies, plans, and procedures within the company to secure the functionality of the business and drive extensive and sustainable growth. With his outstanding organizational and leadership abilities to work with employees to set comprehensive goals for performance and encourage dedication and maximum performance that leads to client satisfaction, Paul is a great addition to the team.

Kristie Orr, Executive Administrative Assistant

Kristie meets deadlines through excellent time management, strategies, and hard work. She builds strong relationships with team members and other offices we interact with from time to time. Her kind demeanor helps coworkers and clients trust her and feel comfortable around her. She greets visitors, provides general assistance, and acts as a point of contact in many cases. She creates and maintains filing systems and prepares applications and transfers from the beginning of the process to the end. Kristie is dedicated to her job that she started with us in 2019 and learns more each and every day. She loves to travel to warm destinations and enjoys boating and spending time with her three dogs and family.

David C. Bartman, Senior Administrative Assistant

David has been a valued member of Senior Financial Center since 2020. As a Senior Administrative Assistant, David plays a key role in supporting client communications, onboarding new clients, and ensuring smooth service for both new and existing business. His commitment to excellence and attention to detail help foster meaningful, long-lasting relationships with the individuals and families we serve.

Outside the office, David enjoys spending his time pursuing his passion for cars, skiing, and dirt biking.

Dylan M. Bartman, Administrative and Marketing Assistant

Dylan supports financial advisors by managing client communications and maintaining organized records and schedules. She also assists with marketing efforts, including creating content and supporting outreach campaigns to promote educational events and strengthen client engagement. With a strong focus on professionalism and client service, she helps create a welcoming and efficient office environment. Dylan is currently studying financial planning and economics at Michigan State University. Outside of work, she enjoys wake surfing in the summer and snowboarding in the winter.

Mike Canet, JD, LLM, Strategic Consultant

Michael supports the Senior Financial Center team and is the author of three books, “Surviving the Perfect Storm”, “Successonomics” with Steve Forbes, as well as “Death and Taxes” with Art McPherson all on the best sellers list. He is also the host of the nationally syndicated television and WJZ radio show “The Savvy Investor.” Michael has built his business and reputation on the added stability he helps provide for his clients. He uses retirement and estate planning techniques to carefully allocate clients’ assets so they can retire with the added confidence, income, and tax-deferred wealth protection they need and deserve. He is committed to providing accessibility and ongoing service for the people he works with.

Michael attended law school at the Catholic University of America, earning a spot on the legal honor society. He then earned his LLM in taxation from the University of Baltimore. As a Wilson Scholar, Michael made the “Who’s Who of American University Students” list.

Sid, Strategic Consultant

Sid supports the Senior Financial Center team with analysis and research about the various insurance products to help our clients with their life insurance and income needs.

Chris, Life Insurance Consultant

Chris leads a dedicated team helping Senior Financial Center find the right insurance tools for their advanced tax and legacy planning strategies.

Randy, Radio Co-Host

Randy is a 40-year radio veteran and team member who helps the Senior Financial Center with content and production for “all things radio” including both “The Business Report” and the “Bloomberg Business Report” by Murray Feldman on WWJ 950.