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Everything Global Wealth Management Firms Offer With A Small Town Touch

At Finley Davis, we love what we do. Global wealth management firms have their benefits, but we’re fiercely independent and proud of it. 

We marry cutting-edge technology with rock solid money management solutions. We offer our clients access to all of the same services and solutions as global wealth management firms (i.e. trust services, lines of credit, checking accounts, institutional money managers). But because we leverage our talents and experience for people who live and work in our community, you receive a more personal level of care and the best of both worlds. 

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We Start By Listening

Our process begins by listening to you. We want to know about your life, your financial situation, your goals, and the challenges you face. From insurance to taxes, we help you articulate your goals and implement a plan to create your desired lifestyle.

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We Put People First

Even though we spend our days managing assets and developing comprehensive portfolios, we are fundamentally a people-first business. We believe that long-term financial success starts with the relationships we develop with our clients.

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We Focus on the Big Picture

To create sustainable solutions, we take your entire financial picture into account. Our plans integrate tax, insurance, and financial solutions so that you make the most of your money now and for years to come.

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TJ Davis ChFC® – Advisor/President

In 2003, after years working for global firms, TJ established his firm to put people first and help business owners and families understand their complete financial picture. TJ assists you in making the right choices today, and he helps you gain the financial freedom to access better quality of life tomorrow. 

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Nicole Zahner – Advisor

As a fully licensed investment advisor and life insurance agent, Nichole believes that personalized service is absolutely essential when helping her clients find a retirement plan that fits their needs. Nichole understands that every client is unique and has unique goals. Therefore, she finds that it is essential to make sure that their retirement and/or investment plan is customized to those special needs. Nichole loves working with the Finley Davis Financial Group because it gives her the ability to work with a variety of different money managers, allowing her clients to have that personalize and custom plan that she strongly believes in.

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Ashley Gresham – Office Manager

Ashley has over 12 years of experience in Client Project Management, often working with high profile and largely funded projects. As our office manager, she is directly involved with new and existing accounts and is working towards becoming a Licensed Advisor.

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Brittany Tippit – Client Relationship Specialist

As our Client Relationship Specialist, Brittany strives to build positive relationships with each of our customers. She has over 16 years of experience facilitating client satisfaction and thrives on helping you to reach your financial goals. 

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Sydney Johnson – Client Relationship Specialist

As a Client Relationship Specialist, Sydney enjoys working alongside TJ Davis and the Finley Davis Team to makes sure all the client’s financial goals are met through the technology of a Retirement Analysis, Life Insurance Analysis, and Riskalyze. Her favorite part of the job is knowing that the clients are being well taken care of and she loves seeing the personalized one-on-one service that is offered to each client. Working in the finance industry, Sydney understands and acknowledges the importance of a well-developed financial plan and that is why she loves working with Finley Davis Financial Group.