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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

President and Chief Executive Officer

(916) 385-4770

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...

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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 Jared...

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Chris Middleton

Acountant Associate

(888) 360-3006

Chris Middleton grew up in Shingle Springs, CA. He put himself through college at Sacramento State University graduating with a degree in Accounting in December of 2007. While at Sac State he served on the board and acted as the...

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Justin Jeppesen

Attorney Associate

Justin is an Idaho licensed Attorney focusing in the legal area of Wills, Trusts, Probate and Estate Planning. His goal is to help people in similar situations as him answer their own difficult “What-if” questions. Justin grew up in...

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