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Joseph A. Davis, EA, CDFA®, BFA™
"My favorite work is providing defensible financial analysis reports for individuals & their attorneys. I also provide litigation support , expert witness testimony and partner work with mediators."
Managing Partner
With over 18 years in the financial services industry, Joe knows his stuff. A serial entrepreneur - Joe is the Managing Partner for Davis Financial LLC & Davis Schuler & Associates. Joe is a CDFA®, BFA™ & an Enrolled Agent. As an Enrolled Agent, Joe has unlimited rights to practice before the IRS. He also holds FINRA licenses 7, 66 & 24. When Joe isn't obsessing over his work - you can find him at home, playing with his children & probably mowing his lawn. CV is available upon request.
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Our Office —
4640 S. 3500 W. Ste 2 West Haven, UT 84401
(801) 620-0586
Aaron Schuler, EA, CVA, CDFA®, AAMS™
Partner
Aaron graduated from the University of Utah in 2006 with a degree in Economics and has been in the financial services business for the past 10 years. As an Enrolled Agent, Aaron has unlimited rights to practice before the IRS. He also holds FINRA licenses & & 66. Aaron's goal is to help all his clients be prepared for their lifelong adventures.
Aaron has offices in Rock Springs, Wyoming, and Midway, Utah to best serve his clients.
Aaron has lived in Heber Utah with his wife, 11-year-old daughter, and three-year-old boy for the past 3 years. A lot of his weekends he's out fishing or playing in the mountains. On the other weekends, you’ll find him on the boat, playing the local golf courses, target shooting, or grabbing food and drinks with his friends and family.