As a young man, I found out how important financial planning is to a family. My mother died unexpectantly at the young age of 47. As you might imagine, it was difficult to grasp that my mother was no longer with us, but it was equally as difficult to learn that my mother was not prepared to die as nothing was left as a resource for my brother and I.
Shortly after my mother’s death, in 2005, I started my financial services career as a Credit Manager at Wells Fargo. I focused on ways to help my clients by finding solutions for them to pay off debt more efficiently. I viewed myself as a “financial organizer” as I helped my clients and their families put themselves in a better financial position. In 2009, I owned my own property and casualty practice where I focused on helping my clients protect their personal and business property and find solutions for their life and disability insurance needs. In 2015, after a brief stint with Principal Financial Group, I partnered with Paula Harris and Carol Anderson to better define our practice working with teachers and business owners primarily focusing on wealth management, tax strategies, and insurance planning. In 2018, we decided to create Harris and Davis Financial Advisors. The past 13 year process, in addition to experiencing the death of my mother, has helped me understand completely why I am so passionate about this industry – I get to use my understanding and competency of wealth management, debt management, and insurance planning to help the people I love, my clients. Our purpose for our clients is simple – “To listen to them, educate them, and create confidence”. Working with us, we will help our clients thoroughly understand three questions they may have:
- What happens if I live too long?
- What happens if I die too soon?
- What happens if I get hurt or sick in between?
Professionally, I hold the Series 6, 63, 65, and 7 registrations. My goal is to be the best asset I can to my clients, to continually better myself and provide an exceptional experience. I am a member of NAIFA (National Association of Insurance and Financial Advisors). I love being a part of and giving back to my industry association.
While away from the office, I spend my free time with my wife Jamie, our three children, Kendyl, Tatum, and Emmitt. I attended the University of Nebraska at Kearney where I was an accomplished linebacker and one of the youngest captains in the history of the University, and I studied Telecommunications. I also enjoy coaching my kids' sports, skiing, going to Husker games and cheering on the Chicago Bears. I am very passionate about my faith and giving back to the community.