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portrait of Brett Davis
FINANCIAL ADVISOR

Brett Davis

CFP®, ChFC®
1343 Garrett St Suite C, Enumclaw, WA 98022opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Brett

I have been passionate about helping families achieve their financial goals since starting my career in financial services back in 2007. My mission is to guide you through life’s financial decisions, no matter where you are in your journey.

My journey started with my high school sweetheart, Jodie, who said yes to dinner junior year. We've built an incredible life together, raising two energetic children—Hayden (10) and Casen (8). Between baseball, soccer, golf, football, softball and camping trips, we stay busy, but we cherish our time spent with family and friends, often enjoying a meal and a bottle of wine together.

Born...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies

Work History

  • Edward JonesOctober 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Education

  • Central Washington UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Fishing
  • Golfing
  • Camping
  • Wine Collecting/Enthusiast

Team Members

  • Sarah Kennedy
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Phone

(360) 825-2924

Fax

(866) 445-1380

Office Address

1343 Garrett St Suite C
Enumclaw, WA 98022opens in a new window

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