Stephen is President and Chief Wealth Advisor for Davis Wealth Management, and has served in this capacity since founding the organization in 2007. Stephen is an Investment Advisor Representative with Brookstone Capital Management. He has passed the series 65 exam and earned his Life and Health Insurance licenses. Steve works with individuals and families on a confidential basis to create, manage and preserve their wealth. As CEO, Steve focuses on the long-term strategic direction of the firm and is personally involved with the investment management of client assets. Steve and his wife Lois became grandparents this past fall. For recreation, Steve enjoys golfing and snowboarding with family and friends.

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