Steve Davis, CFP^®, CPWA^®

Steve specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. He earned his bachelor’s degree in Spanish and business, with an emphasis in finance from Kalamazoo College. Steve has earned the CERTIFIED FINANCIAL PLANNER^® certification and the Certified Private Wealth Advisor^® designation.