JL Davis Financial

At JL Davis Financial, we are committed to your success. As financial advisors, our first priority is looking after your interests. We also bring an added element of personal attention and genuine care to your planning - one family to another.

We make sure to provide for routine review and management of your portfolio, looking to seize opportunities and avoiding pitfalls. Together with our team, we maintain regular contact through meetings and social events, paying special attention to you. It’s a relationship you can rely on - for today and for the future.

From investments to business succession and estate planning, all the elements are brought together. We help you look to preserve your wealth and maximize the power of your investments, so you can concentrate on your business, not financial worries.


Advisors

Lee Davis

Lee Davis

LUTCF, APMA®, CRPC®

Private Wealth Advisor

Managing Director
Visit Lee Davis's website
Jeremy Davis

Jeremy Davis

CFP®, CRPS®, ChFC®, APMA®

Private Wealth Advisor

Managing Director
Visit Jeremy Davis's website
James J O'Brien

James J O'Brien

CFP®

Financial Advisor

Managing Director
Visit James J O'Brien's website

Team

Patti Rizzi

Patti Rizzi

Registered Client Service Associate,

Practice Manager

Qualifications

  • Assistant to Jeremy Davis

Roles & Responsibilities

  • After a management career in the auto industry, Patti worked as a full-time mom until joining JL Davis in 2013. With her FINRA Series 6 and insurance licenses, she provides outstanding client service.
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Cheryl Lee

Cheryl Lee

Client Service Associate,

Client Service Specialist

Qualifications

  • Assistant to Lee Davis

Roles & Responsibilities

  • In 2014, Cheryl had the opportunity to join Ameriprise to hone her familiar administrative expertise and now provides outstanding support for the JL Davis Financial team.
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Tamika Pulling

Tamika Pulling

Client Service Associate,

Client Service Specialist

Qualifications

  • Assistant to Jim O'Brien

Roles & Responsibilities

  • Tamika moved to Ameriprise in 2016 from Met Life and joined the JL Davis team in 2021 providing superior support for Jim and the JL Davis Financial team.
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Brijie McKinney

Brijie McKinney

Client Service Associate,

Marketing Specialist

Roles & Responsibilities

  • After a successful business career with a major Denver TV station and a stint as a full-time mom, Brijie began assisting our great clients in 2014 and handles all the scheduling needs.
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Carol Grey

Carol Grey

Client Service Coordinator,

Client Relationship Specialist

Roles & Responsibilities

  • Carol brings over three decades of experience as an administrative professional and enjoys handling our client events along with everyday interactions with our fabulous clientele.
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