Our Team
When you become a client, you place your trust in us to help make your vision a reality. Jacob honors that trust with the help of his expert team. Together, we are committed to providing exceptional customer service to all of our clients and strive to build thorough and lasting relationships with all of those we meet and work with!
Katie N Davis
CFP®, ChSNC®, CLF®, RICP®, WMCP®
Director of Planning
Deborah A Davis
Insurance Operations