We Are Ready to Help.

 
 

Joseph A. Davis, EA, CDFA®

Managing Partner

With over 14 years in the financial services industry, Joe knows his stuff. Cursed with the desires of a serial entrepreneur - Joe runs Davis Financial LLCUtah Divorce ServicesTax Smart Pros & most recently became the administrator for Find a CPA Today. Joe is a CDFA® & an Enrolled Agent. As an Enrolled Agent, Joe has unlimited rights to practice before the IRS. He also holds FINRA licenses 7, 66 & 24.  When Joe isn't obsessing over his work - you can find him at home, playing with his children & probably mowing his lawn. CV is available upon request.

"My favorite work is providing defensible financial analysis reports for individuals & their attorneys. I also provide litigation support and partner work with mediators." 

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Our Office —
195 Historic 25th Suite 302, Ogden UT 84401
(801) 877-2896

 

Aaron Schuler, CDFA®

Partner

Aaron graduated from the University of Utah in 2006 with a degree in Economics and has been in the financial services business for the past 8 years.  Aaron's goal is to help all his clients be prepared for their lifelong adventure.

Aaron has offices in Rock Springs, Wyoming, and Holladay, Utah to best serve his clients.

Aaron has lived in West Jordan Utah with his wife, 8-year-old daughter and one-year-old boy for the past 15 years. He loves exploring on his 4 wheeler, hiking with his dogs and enjoying the outdoors.  A lot of his weekends he's out hunting or fishing. The other weekends you’ll find him on the boat, playing the local golf courses, target shooting, or grabbing food and drinks with his friends and family.

 

Travis Sanders – Client Relationship Manager

Travis joined us in November 2015.  Travis is a vital part of our team.   Travis’s responsibilities include para-planning services, maintaining our books & records for compliance, scheduling all appointments & processing paperwork.

A lifelong Dallas Cowboys fan, Travis graduated from Weber State University with a degree in finance & lives in South Ogden.