Meet Our Team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about your financial plan, please don't hesitate to contact us.

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Amy M Davis

Client Relations

Amy has been with our team since 2019 and brings deep expertise in insurance service and underwriting, ensuring our clients' insurance needs are handled smoothly.

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Raegan Davis

Client Relations

Raegan joined us in 2023 and plays a key role in managing client service and investment operations, helping to keep our planning process seamless and responsive.