Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Jeremy Davis

Jeremy Davis

CFP®, CRPS, ChFC®, APMA

Private Wealth Advisor

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

Lee Davis

LUTCF®, APMA, CRPC

Private Wealth Advisor

Managing Director
Learn more about Lee Davis Visit Lee Davis's website
Advisor photo for 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

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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Martin Thomas

Martin Thomas

Client Service Associate,

Operations Specialist

Roles & Responsibilities

  • Martin joined the JL Davis Financial team in April 2022 providing excellent support including financial planning input and meeting preparation just to name a few.
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