Home » About Us » Your Team » DAVIS BREEN
CFP®, FINANCIAL PLANNING ADMINISTRATIVE ASSISTANT
DAVIS
BREEN
PROFESSIONAL
As the Financial Planning Assistant, Davis serves many roles in the office, including brainstorming and executing on planning strategies; liaising between clients, advisors, and our processing department; as well as providing our clients the highest level of service and care. He has a deep yearning to help others, which fits with our “client first” mentality.
A naturally strategic thinker, Davis looks at the whole picture to identify opportunities for our clients. He is excellent at bringing new ideas to the table that connect clients with their goals.
Davis joined Sterling in 2017 and has performed virtually every role in the company at some point or another. He values the personal and professional growth opportunities that Sterling offers, and the fact that he gets to spend 40 hours a week with his second family.
Certifications
Certified Financial Planner™
Education
Hamline University
IN THE NEXT
TEN YEARS...
“I’d love to own a few acres somewhere to play around with. I would like to continue to be able to help people and to travel; traveling has always been something I enjoy.”
PERSONAL
Davis was born and raised in Blaine, Minnesota. He began distributing meals to the less fortunate at a young age with his parents. This became a defining act in his life, as he still enjoys giving back today.
Davis likes to play board games (his favorite is Memoir ‘44) and disc golf (his favorite course is Bryant Lake in Eden Prairie). He also enjoys spending time with his two Great Danes, Nigel and Peanut. Despite their size, they are the ultimate lap dogs (Davis has the bruises to prove it!).
Davis loves to travel and always has his eye on the next big trip. He is also fond of spending time with family and friends and working on his model railroad.