Professional Experience
Greg has been in the financial services business since 1974 and engages in a full service, comprehensive financial planning practice that focuses on both individuals and small businesses. Greg’s practice covers tax-qualified retirement plans, health and welfare arrangements, investment management, estate preservation strategies, and risk management planning. Other areas of concentration include non-qualified deferred compensation arrangements, philanthropic planning and business planning strategies.
Values
As an experienced financial advisor, Greg is qualified to provide knowledgeable, objective advice and personalized strategies to help enhance the effectiveness of a client’s financial resources in meeting their goals. Greg’s mission is to forge a long-term relationship with clients to assist them in achieving their dreams. He accomplishes this by placing a premium on building relationships based on a high level of analytical experience, client service and ethical conduct. He believes that integrity, trust, honesty and exceptional customer service are qualities that should not be compromised…these values are at the core of the relationships that Greg builds with his clients.
Commitments and Community
Born and raised in Duluth, MN, Greg graduated from the University of Minnesota in 1974 with a Bachelor of Science (B.S.) degree in business. He earned his professional Chartered Life Underwriter (CLU)® designation from the American College in 1981 and his Chartered Financial Consultant (ChFC)® designation from the American College in 1983. Greg holds his FINRA Series 7, General Securities Representative and is a member of the Society of Financial Service Professionals.
Greg, and his wife Maureen, have been married for 41 years and have three grown daughters, Jessica, Dasha and Stephanie. Greg lives in Minnetonka and enjoys spending time with his family, running and playing golf.
Gregory M. Davis, CLU, ChFC is a principal of First Point Financial. Greg is also a principal of Wippman, Davis and Associates.