Broker Check
James Davids, CFP®, MBA

James Davids, CFP®, MBA

Director of Trading/Wealth Advisor

Jim Davids has a bachelor’s degree in Business Administration and earned his MBA of Finance and Accounting.  Jim acts as Portfolio Manager for the firm’s advisory models and is also the Chief Financial Officer. 

With 20 years of experience in the financial services business, Jim understands the need for the company to possess a clear vision and direction for its future.  In addition to Jim’s role involving portfolio investment strategies, he encourages teamwork to provide the best service possible to our clients. 

Jim’s many hobbies include golf, downhill skiing, endurance sports and mainly spending time with his family.  Jim has completed several marathons and triathlons with the most notable being the Madison ‘Iron Man’ in 2013.  He recently finished the Muncie half-Ironman and ran the Boston Marathon in 2017.  Jim and his wife Lisa reside in Anthem, AZ with their five children.