Our Team

Steve Davis is a Certified Financial Planner™ and proudly continues the legacy of his father, Bob who founded the firm in the 1960s and retired in 2004.

Steve has dedicated his career helping clients navigate life’s critical financial events such as when to retire, and how to build practical strategies for income once the paycheck stops.  He combines clear guidance with personalized plans for investment, tax, risk and estate planning. 

Known for his approachable style and commitment to building lasting relationships, Steve combines professional expertise with personal care, helping clients move from uncertainty to confidence. His greatest satisfaction comes from facilitating conversations that help clients gain a sense of clarity and independence.

Paul Davis represents the third generation of the Davis family to serve clients through Davis Financial. A former schoolteacher, Paul brings an educator’s perspective to financial planning, making conversations clear, approachable, and empowering.

He works with families and professionals to create holistic financial plans that align money with what truly matters—values, goals, and dreams. For families, Paul provides guidance on balancing today’s needs with tomorrow’s goals, from saving for college and buying a home to building long-term financial security. For professionals, he offers expertise in equity compensation and sudden wealth planning, helping clients navigate complex situations such as stock options, RSUs, inheritances, or unexpected windfalls with clarity and confidence.

By using interactive planning tools, Paul makes the financial process collaborative and engaging, so clients can actively participate in shaping their financial future. Whether planning for a family’s future, navigating career transitions, or building long-term security, Paul provides guidance that grows with clients—for today and for generations to come.

Jaime McDuffie is the friendly voice and organized support behind the scenes at Davis Financial. She focuses on client service and administration, ensuring that meetings, paperwork, and day-to-day processes run smoothly and efficiently.

With her warm approach and attention to detail, Jaime helps create a client experience that is seamless, responsive, and personal. She plays an essential role in building trust and confidence, making sure clients always feel supported and cared for by the Davis Financial team.