Team

At Davis Wealth Management we believe that when you work with us you become a member of our family. We are an independent financial advisory firm servicing clients throughout the country. We focus on retirement planning, wealth preservation and estate planning. We help people create and grow wealth, protect and preserve their life savings, and to plan for the distribution of their estate in the most tax-efficient manner. You’ve worked hard for you money. You deserve to have your best interests and desires come first so you can make educated choices.

We look forward to being of value and service to you and your family for many years to come!

Jared Davis, CFP, MBA, MRFC

President and Chief Executive Officer

916-385-4770

jared@daviswealth.net

Jared Davis is a Certified Financial Planner (CFP) and an Investment Advisor Representative. Founder of Davis Wealth Management, his main desire is help our clients in all aspects of Comprehensive Financial Planning. He strives to...

Marie Davis

Chief Operations Officer

702-496-2859

marie@daviswealth.net

Marie grew up in Northern California in small close knit community. After High School, Marie received her Bachelor’s Degree in Hospitality Management with a Minor in Business from Utah Valley University. Marie married her husband...

Joseph S. Kozlowski

Associate Estate Planning Lawyer

208-859-2700

Joseph S. Kozlowski is an attorney practicing in Meridian, Idaho. He was raised in Idaho and graduated from Meridian High School. His practice focuses on all aspects of estate planning, business and tax planning, including:...