Dallas, TX
With over 36 years of experience in financial management, I began my career in 1988 raising capital for micro-stocks before joining Merrill Lynch and Rauscher Pierce Refsnes/RBC. In 1998, I transitioned to CFO for a property restoration and remodeling company, which we sold in 2010. I then re-entered the financial services industry, where I continue to work passionately for my clients, many of whom have become like family.
Originally from Colorado Springs, I now proudly identify as a Texan. I have two wonderful children, Elizabeth and John Davis. In my free time, I enjoy mountain biking, playing pickleball, designing jewelry, and traveling.