Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Jerry W. Davis, AAMS, CFP ®

President

Jerry Davis is a 36-year veteran of the financial services industry. He began his career at Future Federal Savings Bank in 1981. His final position within banking was as Senior Vice President and Branch Administrator for Great...

John A. Mayfield, JD, CFP®

Financial Planner

John A. Mayfield is a CERTIFIED FINANCIAL PLANNER™ professional with Davis Financial Services, Inc. He leads a comprehensive investment and retirement planning team that specializes in providing customized solutions to individuals,...

Andrew T. Doan, CFP^®

Financial Planner

Andrew Doan is the newest advisor at Davis Financial Services, Inc. He believes the most important thing he can do for his clients is to listen to their needs and uncover what it is they want to achieve. He then uses all the...

Lisa Davis

Vice President and Director of Marketing

Lisa’s experience includes the financial services industry, but she also brings over 20 years of client centered marketing complimented by a strong knowledge base of Long Term Care and Medicaid programs. She holds both the Series...

Matt Thomas

Director of Operations

Matt has been with Davis Financial Services, Inc. for over 9 years. He started his career with us while he was a student at the University of Louisville College of Business. Since finishing at U of L, he has continued his education in...

Linda Peak

Client Services Specialist

Linda comes to Davis Financial Services with 40 years of experience working with and greeting clients. She has served our local community as the owner of a Fine Tooth Comb Salon, as a cosmetologist, educator, and elected official. Her...

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