About Turning Point

You Grew, We Grew.

Founded in 2009 in Seattle, WA, our team started with just three people. Today, we have over 30 full-time controllers, analysts, CFOs, recruiters, and legal experts to help middle market businesses improve their operations. Our team partners with yours to build the bridge between your current state and future vision by delivering financial clarity, operational stability, and strategic guidance for your organization.

Our Mission

We strive to improve the lives of our clients and our community by helping businesses achieve their greatest potential. We do this by listening intently, creating financial clarity, and inspiring management accountability—the conditions needed for businesses to thrive.

Our Vision

We aspire to be the Premier Strategic Consulting and Talent Acquisition Firm on the West Coast by creating an environment where learning is collaborative, mentoring is essential, and growth is expected. 

Our Values

  • To always do the right thing.

  • To be accountable and to have extreme ownership of our actions, our work product, and our impact.

  • At all times we treat our clients, their staff, and our coworkers with unconditional kindness and respect.

  • We care about the lives and outcomes of our clients, their staff, and our community—and it shows. 

  • We are committed to the excellence of our coworkers and our work product. We strive to be the very best at what we do. 

  • We create growth and opportunities for our communities through our focus on corporate growth, improved cash flow, and increased profitability. 

Meet the Leadership Team

Alan Chaffee Headshot

Alan Chaffee

Founder & CEO

Lucas Kartic Headshot

Lucas Kartic

President, Managing Partner

Kristina Angel

Partner & President of Executive Recruitment

Eric Camm

Partner & President of Capital Advisory

Julie Stead

Partner & Director of the South Sound

Natalie Zier

Chief Operating Officer

Jamie Barnes

Chief Financial Officer

Nick Howe Headshot

Nick Howe

Principal, Data Analytics Lead

Brian Grant

Principal, M&A Lead

  • "To have a team that has built a robust model, has done the work, and can speak eloquently and intelligently to investors is pretty solid. I shudder thinking of where I would be without the Turning Point team."

    — Max Baker, Founder & CEO of ILLUMAGEAR

  • “Working with Turning Point was transformational for Wimmer Solutions. They went beyond the numbers to create a mind shift change and, as a result, our finance function is not as fragile as it was. The Turning Point team was driven by data, quickly understood the personalities involved, and created accountability to get us to a significantly better place financially. They instilled confidence immediately and have remained trusted advisors.”

    — Matt Sauri, Wimmer Solutions

  • “As a company, we were at a crossroads when we hired Turning Point. We had grown beyond our ability to control operational efficiency but didn’t have the resources to hire a full-time CFO. Revenues were up but the additional business was not growing our bottom line. We did not have the in-house expertise to manage the complexities brought on by our growth. We did not have a financial reporting system capable of helping us pinpoint our problems.”

    — Dean E. Wilson, CEO, King-Electric

Can we help your organization?

We’re determined to make a positive impact. Contact us to get the conversation started.