Gary Davis

What's your idea of financial security?

 
 
Gary Davis
815-732-6106
Oregon, IL
 
Tuesday, September 30, 2014

My Bio and Team

If I said that I help my clients achieve financial solutions on my own, I'd be kidding myself. The process requires a team effort to create the best plan.

I am lucky to have a great team in my office. Backed by my staff, I am able to provide my clients with personal service and expertise. My team can help answer questions, help with payments, and make billing changes. The best part is, my assistant will be in the office available to help you even when I'm not.

I trust my staff to provide all of my clients with a high level of customer service. Whenever you work with my team members, you can be sure they will provide you with courteous assistance.

Please feel free to contact me directly by phone or by completing the Contact Me form on my site. I look forward to building on our one-on-one relationship and working together to achieve your financial success!

EXPERIENCE

  • Have been with COUNTRY for 32 years
  • I have 30+ years of industry experience

EDUCATION

  • Bachelors, Education, Luther College, Decorah, IA

LICENSES/CERTIFICATIONS/DESIGNATIONS

  • Licensed in IA , IL and WI
  • CERTIFIED FINANCIAL PLANNER professional™
  • Chartered Advisor for Senior Living®
  • Chartered Financial Consultant
  • Life Underwriters Training Council Fellow

FAMILY

  • Susan (spouse)
  • Nate, Nicholas (sons) Julie, Jacob, Brady, Jackson (grandchildren)

COMMUNITY INVOLVEMENT

  • Oregon Rotary Club Member
  • Oregon Park District Board of Commissioners

INTERESTS

  • Bicycling
  • Boating
  • Spending time with my four Grandchildren

My Team

Our team works with clients to help provide Financial Security, using insurance and financial services.  We help them protect their assets and achieve their dreams.  From the left, Chris Mueller, Adrienne Stafford, Gary Davis

Our team works with clients to help provide Financial Security, using insurance and financial services. We help them protect their assets and achieve their dreams. From the left, Chris Mueller, Adrienne Stafford, Gary Davis

Can you weather the storms in life