Meet Our Team: Jonnathan Davis

On his 17th year in the business, Jonnathan brings a consultative and team-oriented approach to his corporate clients both to better steward company assets, and to focus on constantly improving the financial health and retirement readiness of their employees by utilizing the retirement plan in the context of personalized financial planning. Working with corporate leadership to connect with their employees, Jonnathan leads an excellent and experienced team of advisors whose shared passion is to help employees prepare as well as possible for their financial futures. He is an Accredited Investment Fiduciary® (AIF®) Designee, while also holding his Series 7 and 66 securities registrations.

In his free time, Jonnathan enjoys spending time with his wife, Kristen, their four children, and the family dog. He loves coaching his two boys’ baseball and basketball teams, watching his daughters dance, family campouts, and serving in their local church… and, when the schedule allows, fly fishing for trout along the Little Red River.