MY PLANNING PRO AND GOOD LIFE ADVISORS - Key Persons
David is a native of Greenville, SC. He received his high school diploma from Hampton Park Christian High School in 1979. He began his adult working life as a Sheriff's Deputy with the Greenville County Sheriff's Office in 1983. In 1989, he joined the Greenville City Police Department and continued his career there until 1994. By this time, David had developed a genuine interest in finance and had begun considering ways of pursuing a career in the field. In 1994, he accepted a position with an insurance company in Charlotte, NC. Since that beginning, he has also worked for a large bank and several investment broker-dealers. As David learned finance from the practical side, he began to desire to learn more from an academic perspective. In 2007, he received a Bachelor's Degree in Sociology from the University of South Carolina. Mr. Turner continued his education and in 2013 received a Master of Science degree in Finance, Financial Analysis Major from The College for Financial Planning.
After spending over a decade away, David returned home in 2014. He is actively involved in Thrive Church Greenville. In his free time, David enjoys playing the guitar, watching college athletics, reading, working out and spending time with his wife Amy, and their family.
Financially, David believes in the planning process. Whether the client is interested in a review of their entire financial life or a specific topic such as insurance, college funding or investments, he believes the most effective way to pursue success financially is to undertake a written planning process, implement the plan and review regularly for progress. He believes it is the process as opposed to the product that produces success.
Shannon ensures that our clients receive the best possible service. She will book appointments for you and is the first person you should call if you have any questions about your financial planning process. She will ensure that the appropriate member of our team responds to your query.