As the Registered Client Support Strategist, Davis serves many roles in the office, which include executing on planning strategies and liaising between clients, advisors, and our processing department, all while providing our clients the highest level of service and care. He has a deep yearning to help others, which fits with our “client first” mentality.

A naturally strategic thinker, Davis looks at the whole picture and identifies where he can step in to help. He is excellent at bringing new ideas to the table that connect clients with their goals.

Davis joined Sterling in 2017, holds the FINRA Series 7 and Series 66 securities registrations, and is a Financial Paraplanner Qualified ProfessionalSM.


Financial Paraplanner Qualified ProfessionalSM

Hamline University

Davis was born and raised in Blaine, Minn. He began distributing meals to the less fortunate at a young age with his parents. This became a defining act in his life, as he still enjoys giving back today. His family runs the “Imagine the Possibilities” David Breen Memorial Golf Tournament each year. The organization raises money for local charities, allowing the community to vote on which charities to support.

Davis likes to play board games (his favorite is Axis & Allies) and Frisbee golf (his favorite course is Hansen Park in New Brighton). He also plays the trombone, an instrument he kept up through college. Davis has two great Danes: Nigel and Peanut.

Retirement Goal

“I hope to live comfortably. I would like to be able to help people and to travel – traveling has always been something I enjoy.”

Sterling Retirement Resources, Inc.
120 Broadway Ave S, Suite 200
Wayzata, MN 55391
Main: 763.762.3400  
Fax: 763.762.3409

Steven Finkelstein, Megan Gehrman, and Luke Strom are Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency,LLC), Member FINRA, SIPC,a Broker-Dealer and a Registered Investment Advisor. Some advisory services offered through AdvisorNet Wealth Management. Sterling Retirement Resources, AdvisorNet, and Cetera Advisor Networks LLC are not affiliated. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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