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
Danny Raube
Danny feels his mission is educating his clients in such a way that their financial security is paramount.
Designated Supervisor
Wesley Privett
Wesley nurtures and encourages excellence in all business dealings to ensure clarity and good commerce.
Registered Administrative Assistant
Danna Raube
Danna is a registered representative who understands the importance of effective communication and education.
Administrative Assistant
Gay Davis
Gay is a retired educator who pays great attention to detail and organization.
Insurance Representative
Daniel Branson
Daniel believes in helping clients learn about ways to mitigate risk and enhance financial security.