David J. Purkey, as an IRS-designated enrolled agent (EA), started his own tax business in 1998 after working for a tax services firm for several years. Throughout the years, the tax business grew from referrals. During that period, while responding to clients' special needs and requests, he became securities licensed and included investments as part of the company's services. As the investment and financial planning portion of the business grew, it became apparent that David had become a financial planner. David recognized this important role and worked hard to educate and differentiate himself from other planners by obtaining the CERTIFIED FINANCIAL PLANNER™ designation. The combination of CFP® and EA provides a unique and valuable service for our clients.
In 2004, the business had grown to the point that additional staff were hired to service the tax side of the business. We now have two full-time tax advisors plus support staff, and David handles the financial planning and investment management services.
In 2006, Pinnacle Tax & Financial Services, LLC, chose Commonwealth Financial Network® as its broker/dealer. Commonwealth is one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals.