As the Registered Client Support Strategist, Davis serves many roles in the office, which include executing on planning strategies and liaising between clients, advisors, and our processing department, all while 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 and identifies where he can step in to help. He is excellent at bringing new ideas to the table that connect clients with their goals.
Davis joined Sterling in 2017 and currently holds the FINRA Series 7 and Series 66 securities registrations.
Davis was born and raised in Blaine, Minn. 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. His family runs the “Imagine the Possibilities” David Breen Memorial Golf Tournament each year. The organization raises money for local charities, allowing the community to vote on which charities to support.
Davis likes to play board games (his favorite is Axis & Allies) and Frisbee golf (his favorite course is Hansen Park in New Brighton). He also plays the trombone, an instrument he kept up through college. Davis has two great Danes: Nigel and Peanut.
“I hope to live comfortably. I would like to be able to help people and to travel – traveling has always been something I enjoy.”
Sterling Retirement Resources, Inc. 8401 Golden Valley Road, Suite 225 Golden Valley, MN 55427 Main: 763.762.3400 Fax: 763.762.3409
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