Our Calendar

Calendar And Contact

Customer Service and Office Hours are from 8:00am to 4:00pm MDT, Monday through Friday.

Winter/Spring 2012:

A number of client events are planned, so please contact us for an update.

We are open all business days this quarter. Lee and Jeremy will be in Colorado and Arizona conducting client reviews and working with client referrals this quarter.

We appreciate your business, your kind referrals and your friendship. We look forward to hearing from you!

Email Directory:

Lee Davis, President: leedavis@jldavis.org

Jeremy Davis, CFP®, ChFC®: jeremydavis@jldavis.org

Cheryl Taylor, Team Leader and Advisor Assistant: cheryl@jldavis.org

Jacque Smiley & Carol Grey, Client Services Coordinators: clientscheduler@jldavis.org

Christene Wick, Employee Benefits Manager: cwick@jldavis.org