Meet the Team

Gain Clarity From Professionals Who Care

Behind every plan is a team that listens first and leads with experience. At Davis Financial Services Inc., we combine technical expertise with a people-first approach—helping you cut through complexity and make decisions with confidence.

Jerry Davis, AAMS,CFP®

President and CEO

(502) 384-0065

John Mayfield, JD,CFP®

Senior Wealth Manager

(502) 448-7998

Andrew Doan, EA, CFP

Financial Planner

502-384-0065

Lee A. Davis, EA

Registered Representative

(502) 384-0065

Linda Peak

Director of Client Relations

502-448-7998

Melinda Cooney

Branch Office Administrator

(502) 448-7998

Lori Hertrick

Executive Support Specialist

(502) 384-0065

Barbara Graas

Retired Mother of the Firm

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Our Approach

Discover the intentional, relationship-first process that guides every plan we create. 

Our Approach

Who We Work With

We partner with individuals, families, and business owners who value guidance that’s as personal as it is professional. 

See Who We Help

Contact Us

Have questions or ready to start the conversation? We’re here to listen and help you take the next step with confidence. 

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