David Turcott has 35 years’ experience in financial services as a Financial Advisor. Dave enjoys working closely with families to help them achieve their investment, life planning, and estate goals. He graduated from UCLA with a BS in Engineering and from Xavier University with an MBA in finance, followed by attendance at Wharton School of Business.
Prior to his financial career, Dave spent 3 years in the US Army as a hand-to-hand combat instructor and Company Commander, and 22 years as a manager for a major US company in manufacturing, finance, and distribution. Dave enjoys spending time with his wife of 58 years, Mary Helen, and spending time with his 2 children and 5 grandchildren. In his spare time he also enjoys building wooden model ships.