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Dave Parks, CFP<sup>®</sup>

Dave Parks, CFP<sup>®</sup>

Executive Chairman, Keel Point

Dave Parks serves as the Executive Chairman of Keel Point. He founded Keel Point in 1998 as a unique multi-family office and investment firm for ultra-high net worth families. Parks' vision was to focus on understanding families in all their complexities and subtleties to empower them to discover and achieve their unique goals. His vision in founding Keel Point emanated from his faith and family perspective. In 2015 Keel Point merged with BlueCreek Investment Partners and is now able to offer its services to a wider range of families and investors.

Parks received his Bachelor of Science degree in Management Sciences from Duke University and is a CERTIFIED FINANCIAL PLANNER™. He is a Registered Representative of Keel Point Capital, LLC. Prior to starting Keel Point, Parks led a financial planning practice for nine years with the Mason Companies. Dave's professional background also included six years on Young Life staff.

Phone: 862.202.1733
E-mail: ali@swoffordfinancial.com
Website: www.keelpoint.com/
LinkedIn: www.linkedin.com/in/david-parks-91647714/

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