Steve has been a Financial Advisor since 1999 and has served over 1,000 clients across several states. He strives to build long-term client relationships that are built on trust, open and honest communication, and transparency.

Steve is a proud graduate of Virginia Tech and the University of Georgia. He has also represented his community through serving on the local school board and the Southwest Virginia Community College Educational Foundation.

"Having served as a Financial Advisor for over 20 years, I have thoroughly enjoyed helping clients plan and realize their goals and aspirations. If you think it would benefit you to work with someone who has a simple, straight-forward and refreshing approach to finanical planning, I would love to have the opportunity to work with you". - Steve Davis

Jonah joined our team back in October of 2020, serving as the Director of Marketing & Client Relationships, and recently became a licensed Financial Advisor at the start of 2023. He is also a Virginia Tech alumni and previously worked as a Recruitment Consultant in Charlotte. 

He strives to create and implement convenient methods of communication for current and/or new clients and provide continuous updates on our day-to-day operations.