I’m Jayme Davis, licensed financial professional with over 32 years of business management experience, bringing corporate expertise, entrepreneurial insight, and genuine empathy to every client relationship.
After building a full career at a Harley-Davidson dealership — from accounting clerk to General Manager to Controller — I understand firsthand the financial pressures people face every day. I meet clients where they are, without pressure, without jargon, and without judgment. My mission is simple: no family left behind.
My approach is rooted in financial education first, always, because I believe informed clients make confident decisions. I am committed to lighting the path to financial peace for every person I work with — individuals, families, and business owners — helping them protect what they have, plan confidently for retirement, keep more of what they earn, and ultimately leave something meaningful behind.
I hold an MBA from the University of Southern California and a B.S. in Business Administration from the University of California, Riverside. I am married to Todd, who owns a motorcycle suspension and race shop, and together we navigate many of the same financial realities my clients face every day.
Outside of work, I am a lover of all animals, a proud cat mom, a self-described Disney Adult, and I have a long-term dream of founding my own cat rescue.
Based in Southern California, licensed across California and multiple states.
Ready to have a real conversation about what’s possible? Book a Discovery Call
