Broker Check

Our Team

Jerry Davis, AAMS,CFP®

President and CEO

(502) 384-0065

[email protected]

Jerry Davis is a 36 year veteran of the financial services industry. He began his career at Future Federal Savings Bank in 1981. His final position within banking was as Senior Vice President and Branch Administrator for Great...

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John Mayfield, JD,CFP®

Financial Planner

(502) 448-7998

[email protected]

John A. Mayfield is a CERTIFIED FINANCIAL PLANNER™ professional with Davis Financial Services, Inc. He leads a comprehensive investment and retirement planning team that specializes in providing customized solutions to individuals,...

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Barbara Graas

Director of Client Services

(502) 448-7998

[email protected]

Barbara is a 39+ year veteran of the financial services industry. She supervises the day to day operations of the office and provides vital support to clients. She has been associated with Jerry for more than 15 years. She understands,...

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Lisa Davis

Vice President and Director of Marketing

(502) 384-0065

[email protected]

Lisa’s experience includes the financial services industry but she also brings 20 years of client centered marketing complimented by a strong knowledge base of Long Term Care and Medicaid programs. She holds both the Series 6 & 63...

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Matt Thomas

Director of Operations

(502) 384-0065

[email protected]

Matt has been with Davis Financial Services, Inc. for over 9 years. He started his career with us while he was a student at the University of Louisville College of Business. Since finishing at U of L he has continued his education in...

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Andrew Doan

Financial Planner

502-448-7998

[email protected]

Andrew Doan is the newest advisor at Davis Financial Services, Inc. He believes the most important thing he can do for his clients is to listen to their needs and uncover what it is they want to achieve. He then uses all the...

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Karen Owens

Client Services Specialist

502-448-7998

[email protected]

Karen has a 17-year background in Customer Service work and has worked as a Receptionist. She has various areas of technical expertise including experience in installing networks, software support and has developed documentation for...

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Linda Peak

Client Services Specialist

502-448-7998

[email protected]

Linda comes to Davis Financial Services with 40 years of experience working with and greeting clients. She has served our local community as the owner of a Fine Tooth Comb Salon, as a cosmetologist, educator, and elected official. Her...

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Lisa Lloyd

Operations Assistant

502-448-7998

[email protected]

Lisa Lloyd worked in the retirement section of the benefits department of Humana Insurance Company. She spent several years processing retirement forms for employees who were either retiring or leaving the company. She also worked for...

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