Jim Davis, CRPC, is highly passionate about guiding clients in financial planning, investor education, portfolio management, and investment research. His main goal is to help clients comprehend their financial standing, set goals, create a plan to reach them, and regularly review the plan to ensure it is on track. He has been in the investment industry since 2000 when he ended his 15 year teaching job in high school, where he taught a variety of math courses and coached sports teams.
Jim and his wife Debra have been married for over 35 years and live in Columbia, TN. They are active members of Zion Presbyterian Church where Jim is an elder and Debra is a part of a Jail Ministry. When they have free time, they enjoy spending it with their four adult children and six grandchildren, which is continuously increasing in number.