Our Team

President | Program Manager

Jeremy M. Davis, CFP®, CIMA®

Jeremy is a servant leader to his wife, two children, team members, and clients.

Chairman

Wes Jackson

Wes is an experienced growth-coach who encourages and empowers others to fulfill their purpose.

Vice-President | Regional Leader |
Financial Advisor

Charles "Danny" Raube, ChFC®️

Danny feels his mission is educating his clients in such a way that their financial security is paramount.

Vice President | Financial Advisor

John Tanner

John has a passion to help create confidence and peace of mind by leading others in establishing customized, comprehensive financial plans that place emphasis on conservation and legacy.

Vice-President | Regional Leader |
Financial Advisor

Hugh Cameron

Hugh is an industry leader that uses his experience and personal life lessons to better educate and encourage his children, team members and clients to celebrate today while effectively building a better tomorrow.

Designated Supervisor

Wesley Privett

Wesley nurtures and encourages excellence in all business dealings to ensure clarity and good commerce.

Investment Professional | Director of Communications

Danna Raube

Danna is a registered representative who understands the importance of effective communication and education.

Administrative Assistant

Johanna Vrboncic

Johanna is retired military with over 40 years of customer service experience, she stands ready to help you with all your administrative needs.

Administrative Assistant

Gay Davis

Gay is a retired educator who pays great attention to detail and organization.

Operations Manager

M. Conrad Haworth

Conrad has over 25 years of experience in the service industry and brings that knowledge & desire to help people to our team. He is an excellent communicator and works closely with advisors and clients alike to assist them in financial planning and reaching their goals

Marketing Associate

Kahlil Slader

Kahlil brings creativity, strategic thinking, and a servant’s heart to his role. With his expertise in Graphic Design, Video Editing, Website Design, and Brand Consultation, Kahlil excels at bringing visions to life for clients and employers alike.

Administrative Assistant

Kelley Tobias

Kahlil brings creativity, strategic thinking, and a servant’s heart to his role. With his expertise in Graphic Design, Video Editing, Website Design, and Brand Consultation, Kahlil excels at bringing visions to life for clients and employers alike.

Financial Consultant

Brady Lucyk

Brady is an experienced financial professional that is committed to guiding individuals and families towards their financial goals. Brady possesses a comprehensive understanding of insurance strategies, retirement planning and wealth management. He prioritizes delivering tailored solutions that align with each client’s unique financial objectives. Beyond his professional pursuits, Brady enjoys spending quality time with his wife and two sons.

Account Executive

Greg Brennan

As a student of the economy and financial markets, Greg thrives on putting research and analysis into action. His mission is to help our advisors and clients achieve the performance needed to accomplish their goals.

Administrative Assistant

Analee Mally

Analee started in the banking world in 1998. She is a wife and mom of three, which includes twins, and she loves every minute of it. She enjoys getting to know her customers and helping them in any way that she can

Financial Consultant

Valorie Bonisese

Val has been a financial consultant for over 20 years and absolutely loves what she does! She enjoys meeting people and making them, not only clients, but friends, and helping them reach their financial goals along the way is an added plus!

Join The Team

Thank you for your interest in FI AdvisorsTM. If you are interested in joining our financial coaching group, contact us below or fill out this form and send it to [email protected].