Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
Director of Client Services
Kim joined our team in 2012 as director of client services, including scheduling appointments and building organizational structures within the business. But you can not put a “’hat” on Kim. She wears many and is a vital part in helping our clients manage their financial lives.
Kim graduated from Dyersburg State Community College and earned an associate's degree in Business Administration. She is a life-long resident of Dyer County and has worked in customer service for approximately 14 years. Kim enjoys spending time outdoors and is very family oriented.
Owner, Davis Wealth Services
Chad is passionate about his profession and is constantly gaining more education and experience. In 2008, he obtained the prestigious CERTIFIED FINANCIAL PLANNER™ Certification. He is a past president of the Financial Planning Association of Greater Memphis.
Chad is a strong believer in serving his community. He has been a member of several charitable boards including the Red Cross, the Union Mission, The First United Methodist Church Finance Committee, Dyersburg Noon Rotary Club and the Dyersburg State Community College Foundation Board. He currently sits on the retail development committee and general board of the Dyersburg, Dyer County Chamber of Commerce. He is a Westar Leadership alumni and recipient of the C.P. Boyd Leadership award. Davis was named "Distinguished Man Of The Year 2017” by the Dyersburg Dyer County Chamber of Commerce. Davis is a member of the Tennessee Economic Development Council and earned the “Tennessee Certified Economic Developer” certification in 2018 https://www.cis.tennessee.edu/economic-development/tennessee-certified-economic-developer-tced . Davis is a member of Leadership Tennessee, Class VII. https://www.leadershiptennessee.org/class-vii
Davis Wealth Services is also supportive of several local charities including the Forked Deer chapter of the National Wild Turkey Federation, Dyersburg High School Athletics, Dyer County High School Athletics, Dyersburg YMCA, Dyer County chapter of the Junior Auxiliary, Discovery Park of America and The McIver's Grant Public Library.
Chad was raised in Dyersburg, Tennessee. In his free time, Chad enjoys running, kickboxing and obstacle course racing.