A part of the Marshall & Sullivan team since 2011, Davis is a member of our Investment Committee and actively involved in all facets of the company. He holds an undergraduate degree in economics from the University of Washington and brings over 35 years of investment and wealth management experience to the firm. Davis has an extensive background in crafting effective financial solutions for individuals, families, estates, and trusts. Over their lifetime, clients confront a host of complex financial decisions, from investment selection and risk management to tax and estate planning. Davis feels it is a great privilege to help unravel these interwoven elements for our clients and be an active