Ron Davies

Ron earned his Bachelor’s degree in Civil Engineering from The United States Coast Guard Academy. After serving for 11 years as an officer in the Coast Guard, Ron attained the rank of Lieutenant Commander before resigning his commission. With over twelve years in the financial services industry, Ron is enthusiastic about utilizing his estate tax reduction and wealth maximization strategies to help benefit clients. While developing financial plans designed to help, build and preserve wealth, Ron also provides personal service in estate and tax planning, risk management, retirement income planning, and asset protection.

Outside of the office, Ron is involved with his church and also enjoys playing golf, basketball, and coaching youth sports teams. Ron also loves to spend time with his wife of 14 years, Michele, and their four children, Zane (22), Gage (18), Mason (12), and Makayla (8).

Ron has his FINRA Security Registration Series 7 (General Securities), 66 (Uniform Combined State Law), and Life and Health Insurance registration.