Chris Davis, MBA


During his time in the U.S. Coast Guard, Chris saw first-hand how few people truly understand their federal benefits and options in personal finance. This ignited his passion for helping individuals navigate the complex world of finance, a passion that’s evident in his work today.

A financial professional who can offer both insurance and investment products and services, Chris takes pride in guiding clients toward a better understanding of their financial positioning. His strengths include advising on investment vehicles and portfolio design, skills he honed from a young age. Chris holds a bachelor’s degree from the U.S. Coast Guard Academy and earned his MBA from the Tuck School of Business at Dartmouth College. His clients appreciate Chris’ understanding of investment vehicles, how they interact with each other in portfolio design and optimization and what truly drives long-term performance.

Chris enjoys the picturesque surroundings of Black Forest in Colorado Springs, Colorado, where he resides with his wife, Brenda, and their two daughters, Adelaide and Emeline. An avid sportsman, Chris spends free time skiing, biking or hiking in the mountains and loves to unwind with a good book.

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