My Background

Greg L. Davis

I began my career in the insurance and financial services industry in 1997. However, my passion for helping individuals, families and businesses achieve their goals has always been part of my family’s history.

In addition to my more than 18 years of experience, my family has spent six decades working with people to achieve their financial goals. I’ve been honored to achieve the Top of the Table designation,  within the Miliion Dollar Round Table^ (2015).

My work focuses on sharing ideas and concepts that enable my clients to have enough money to retire on, all while ensuring that their estates, businesses and wealth continue efficiently and is passed most judiciously to their designated heirs. I work to bring expert resources and cutting-edge products to successful families, closely held businesses and high-performing companies.

Achieving financial security in today’s economic environment may not be simple, but I believe that building a strong relationship with a financial professional is paramount to creating a planning strategy that works.

I feel very blessed to follow such an impressive history of helping those in my community ensure that their families and their businesses continue their own legacy.

Yours truly,

Greg L. Davis

Financial Services Professional