Meet Dave 🏳️🌈 (he/him)
If you’re like me, you have trouble deciding between attending a silent meditation retreat and a conference on advanced tax planning strategies. They both sound incredibly engaging and rewarding!
Right, you’re probably not exactly like me. And that's sorta the point.
I’ve always been fascinated with psychology. And I find the world of finance, accounting and spreadsheets equally enthralling. I'm super jazzed I get to work in a profession which allows me to engage with both these fields.
I started Turning Point for reasons that might sound familiar. I wanted to pursue meaningful work about which I was passionate. And I wanted to make a real difference in the world by helping people with an important area of their life. And while in many ways I was a reluctant entrepreneur, I had a clear vision of how I wanted to work and of how I felt I could best serve others. Founding a solo financial planning practice was my most authentic path.
I've earned an MBA and a certificate in personal financial planning. I've worked in investment banking, corporate finance and corporate strategy. Throughout my corporate career, I’ve been the go-to person to translate complex financial products, contractual language and tax regulations into clear, complete and concise recommendations. I’m excited to bring this same clarity and rigor to the world of personal finance and practice management.
PS: If you want to learn more about my professional background, you can check out my LinkedIn profile!