How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Lee Davis

Lee Davis

LUTCF, APMA®, CRPC®

Private Wealth Advisor

Managing Director
Learn more about Lee Davis Visit Lee Davis's website
Jeremy Davis

Jeremy Davis

CFP®, CRPS®, ChFC®, APMA®

Private Wealth Advisor

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

James J O'Brien

CFP®

Financial Advisor

Managing Director
Learn more about James J O'Brien Visit James J O'Brien's website

Our team

Patti Rizzi

Patti Rizzi

Registered Client Service Associate,

Practice Manager

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

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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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 J. Grey

Carol J. 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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