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Financial Professional

Jayme Davis

Jayme Davis is a financial professional serving individuals and families in Riverside, California, trained and supported by The Miliare Group. They provide complimentary financial guidance to help with budgeting, insurance planning, retirement strategies, college funding, legacy planning, long-term care, and business solutions—focused on clarity, confidence, and informed decision-making.

Jayme Davis is a licensed financial professional with over 32 years of business management experience — bringing corporate expertise, entrepreneurial insight, and genuine empathy to every client relationship.

After a full career at a Harley-Davidson dealership — from accounting clerk to General Manager to Controller — Jayme understands firsthand the financial pressures her clients face every day. She meets people where they are — without pressure, without jargon, and without judgment. Her mission: no family left behind.

Her approach is rooted in financial education first, always — because she believes informed clients make confident decisions. She is committed to lighting the path to financial peace for every person she works 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.

Jayme holds an MBA from the University of Southern California and a B.S. in Business Administration from the University of California, Riverside. She is married to Todd, who owns a motorcycle suspension and race shop, and together they navigate the same financial realities many of her clients face every day. Outside of work she’s a lover of all animals, a proud cat mom, a self-described Disney Adult, and has a long-term dream of founding her 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 

Trusted Providers

Leading Financial & Insurance Providers

The Miliare Group works with nearly 200 of the nation’s leading financial services and insurance providers.

This broad network allows our consultants to help individuals, families, and business owners find solutions across insurance, retirement planning, college funding, legacy strategies, long-term care, and business protection—without being limited to a single company or product.

Real-Word Financial Products

We pair education with practical tools to solve real financial challenges. Clients see clear comparisons and plain- English explanations before choosing solutions that fit their goals and budget

Insurance

The most important part of preparing for the future is protecting it. Help clients prepare for uncertainty, as they may live too long, die too soon or become disabled.

Retirement Strategies

A key to any financial strategy is preparing for retirement. You’ll be able to offer people a variety of options to help them prepare for their leisure years.

College Funding

Whether preparing to send the first – or fifth – child to college, many families can benefit from the help of a financial professional.

Legacy Strategies

Without a personal legacy plan, the value of someone’s estate can be eroded by taxes, and the disposition of their assets may not be what they intended.

Long -Term Care

A plan to cover long-term care expenses is often overlooked but can be a key component of a solid financial foundation. Although the need for long-term care may be far into the future

Business Solutions

Small business owners need financial and insurance solutions for themselves and their employees, and they need to ensure the future security of their business. 

SIX STEPS TO FINANCIAL INDEPENDENCE

Charting your Financial Future begins with these Six Core Concepts

Contact me today to look at your individual circumstances and see where you are with the Six Steps to Financial Independence.

Cash Flow

Proper Protection

Debt Managment

Build Wealth

Emergency Fund

Preserve Wealth

Building wealth, creating futures.

Trusted financial consulting firm providing expert guidance and personalized solutions to help clients unlock their full financial potential.

A Client-First Approach

The Miliare Group is committed to education, transparency, and personalized guidance. Our consultants take the time to understand each client’s goals and help them explore financial and insurance solutions designed to support long-term stability and peace of mind.

What Clients Are Saying

Helping Families Make Confident Financial Decisions


1
We were impressed by how quickly the fraud detection tools flagged suspicious transactions. The insights were clear, actionable, and helped us prevent potential financial loss.”
2
“With their proactive tax strategies, our family significantly reduced liabilities and created a smarter path toward long-term wealth.”