Tj Davis, Chfc®, Cepa, Aep® Email & Phone Number

Eugene, Or, Us

2911 Tennyson Ave Suite 301 Eugene Or 97408

My passion for wealth management began in 2003. I started my firm wanting to help business owners and families understand their financial picture and successfully transition out of their companies. Coming from a family which was not extremely knowledgeable about finances, they depended on a financial advisor for their business planning. Not knowing any better, they received and followed contemptible advice, eventually bankrupting their business. Since this time, my mission has been to help business owner’s protect and fully unlock the potential of their companies. I was taught to plan for the worst and expect the best, making it easy for me to help clients establish a holistic plan that covers all aspects of life.Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.www.brokercheck.finra.com