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James Davis

James Davis

Financial Planner

James Davis offers over 20 years of experience in the financial planning arena.  He has worked in a variety of sectors through the years and currently offers Personal Financial Counseling, Investment Management and Allocation Design, Life, Health and Disability Insurance Planning, College and Retirement planning as well as Business Protection and Succession Planning.  James listens closely to the dreams and goals of his clients in order to build a plan capable of making those dreams a reality.

James was raised in Rushville, IN and attended Indiana University, playing football while studying for a BS in Kinesiology as well as Sports Marketing and Management. He has lived in Northern Kentucky for the last 14 years.  In his free time, he enjoys being the lead singer in a band, working out, serving on the church worship team and spending time with family and friends.