Our Team

 

At Davies Financial Advisors, Inc., we believe that understanding our client's attitudes, goals, and concerns lies at the heart of successful wealth management and exit planning. These considerations take center stage in all of our plan designs.

Click a photo to read our bios.

 

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Andy Davies, CFP®, CFS®, CES, AIF®

President

Andy is president of Davies Financial Advisors, Inc., a full-service, comprehensive financial planning firm specializing in helping business owners and other successful individuals grow and preserve their wealth. Andy identifies and implements strategic solutions that aim to minimize taxes and complexity. He helps clients keep more of what they're earning, conserve and protect their assets, and eventually distribute their assets to whom, when, and how they want.

Andy's accreditations include being a CERTIFIED FINANCIAL PLANNER professional, an Accredited Investment Fiduciary® (AIF®) designee, a Certified Estate and Trust Specialist (CES), and a Certified Fund Specialist® (CFS®).

He graduated magna cum laude with a double major from Whitworth University, where he started all four seasons in football and ran track and field, earning honors in both sports. Andy and his wife, Shaunie, have three children: their oldest daughter has completed graduate school and is working in the company, their middle daughter is working on her MS in Environmental & Ecological Engineering, and their youngest son is studying aerospace engineering at USC. Andy and his wife are very active in their church. On free days, Andy enjoys golf, waterskiing, and fishing with friends and family throughout the West Coast.

 

Davies Financial Advisors does not provide business valuation, tax preparation or legal services. Please consult an attorney or tax professional for your specific situation.

 

Karen Riano

Client Service Manager

Karen has been with Davies Financial Advisors, Inc., since November 2005 and has been an exceptional addition to our team. As the client service manager, she processes and tracks all new business. She keeps the office running smoothly and efficiently with her experience of more than 16 years in the finance industry. In conjunction with her sincere care for people and motivation to see others succeed, Karen has largely contributed to the success of our firm.

In her free time, Karen enjoys reading and spending time with her three children and baby grandchildren.

 

Justin Simmons, CFP®

Paraplanner

Justin joined the Davies Financial Advisors team in 2017 as a paraplanner assisting with financial plan development and coordination. He facilitates investment research and is an integral part of our retirement plan support team, providing service and support to our hundreds of plan participants. Justin’s diligence and analytical approach significantly contribute to the high level of efficiency at our firm.

Justin graduated from UCLA and has worked in the finance industry for 13 years. Having served as a U.S. Marine, Justin brings a focused, disciplined approach to the challenges and opportunities our clients face.

In his free time, Justin enjoys being with his wife and five children, including coaching Little League for his children.

 

Lyndsay Davies

Marketing and Client Services Coordinator

Lyndsay is our marketing and client services coordinator and joined the team in the summer of 2019. She assists with client service issues, website design, and other marketing efforts.

Lyndsay received her bachelor of arts in both communications and piano performance from Grand Canyon University, as well as her Master of Music in Piano Accompanying and Chamber Music at Northern Arizona University. Previously, she worked as an elementary music teacher in two schools. While Lyndsay has a deep background in music, she is excellent at planning logistics, building relationships, and being service-minded in the finance industry.

When she isn’t in the office, Lyndsay can be found on the lake waterskiing with her family or spending time with friends in Phoenix or Southern California.

 

Jacque LeFore, CFP®

Outside Planning Consultant

Jacque LeFore is the founder and CEO of Outsource Financial Planning, LLC. The firm provides financial planning services to a variety of independent advisory practices as well as boutique financial planning practices. Jacque and his team serve as the internal financial planning department for these firms allowing them to employ talented and a knowledgeable financial planning team without having to add members to their fulltime payroll.

In 2003, Jacque opened LeFore Consulting (now known as OutsourceFinancialPlanning) to assist advisors in executing financial plans for their clients. His consulting practice has grown organically as advisors referred his services to one another.

Jacque has an in-depth understanding of the array of insurance products, stock options, and tax in addition to the retirement, education and estate planning included in most financial plans. Jacque executes his analysis via webinars for clients and advisors allowing the advisor to better tailor their deliverables for each client.

Jacque’s free time is spent at his teenage daughter’s cheer competitions, high school sporting events, the gym, and competed at his first sanctioned USA Powerlifting meet in April 2018.

Jacque is a consultant to Davies Financial Advisors, Inc, a Registered Investment Adviser. He is not affiliated with Commonwealth Financial Network.