Eric Davis

Eric started in wealth management in 2000 and since that time has helped more than 500 clients accomplish a broad range of financial goals. He has an MBA from Taylor University and holds the Series 7, Series 63, Series 65, and Series 24 licenses. In addition he earned an honors degree in Trust administration from the Kansas School of Banking and the Chartered Retirement Plan Counselor (CRPC™) designation from the College for Financial Planning. Eric specializes in non-profit services, self-directed IRA investing, and portfolio management. He is highly involved in the community with SCORE, the Colorado Planned Giving Roundtable, & the Christian Management Association. He conducts dozens of educational workshops for trade & industry associations, professional advisors, local schools, real estate investors, & clients.