David J. Purkey
Founder and Consultant
David Purkey founded Pinnacle Tax & Financial Services in 1998, laying the groundwork for its commitment to comprehensive, personalized financial guidance. With over 25 years of experience, David’s leadership and expertise have helped shape the firm’s values and success. Now in retirement, David continues as a consultant, supporting the team as they serve clients.
In his free time, David enjoys outdoor adventures with his wife, Martha, exploring in their travel trailer, “Coddiewomple,” and spending quality time with his family, often rafting or kayaking with his daughter and granddaughters.
David Purkey is a non-registered associate of Cetera Wealth Services, LLC and is not licensed to offer securities or provide investment advisory services