Our Team

Our Team

Andy began providing dynamic solutions for targeting and preserving wealth to business owners and other successful individuals in 1999. Having worked through a challenging exit plan for a manufacturing company, Andy saw the need for an advisory firm that could help owners through the complex and sometimes confusing process of exit planning and wealth management.

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.

Andy Davies, CFP®, CFS®, BCE, 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 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™ (CFP®) professional, an Accredited Investment Fiduciary® (AIF®) designee, a Board-Certified Estate Planner™ (BCE), 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 in music, their middle child is working on her master's in engineering, and their youngest is completing his senior year of high school with plans to pursue mechanical engineering. Andy and his wife are very active in marriage and youth ministries with their church. On free days, Andy enjoys golf, water skiing, and fishing with friends and family throughout the West Coast.

Karen Riano

Client Service Manager

Karen has been with Davies Financial Advisors, Inc., since November 2005 and has been a great addition to our team. As client service manager, she processes and tracks all new business and keeps the office running smoothly and efficiently. In her free time, Karen enjoys reading and spending time with Hector, her husband of 30 years.

Justin Simmons

Paraplanner

Justin joined the Davies Financial Advisors, Inc., team in 2017 as a paraplanner assisting with financial plan development and coordination. He assists with investment research and is an integral part of our retirement plan support team, providing service and support to our hundreds of plan participants. Having served as a U.S. Marine, Justin brings a focused, disciplined approach to the challenges and opportunities our clients face. A graduate of UCLA and also a Little League coach for his children, Justin brings a solid education and positive attitude with him wherever he goes.

Jenny Steward

Project Coordinator

Jenny Steward joined Davies Financial Advisors, Inc., in 2017 and has been a great addition to our team. As project coordinator, she tracks all new business and provides administrative support while she completes special projects. Jenny, her husband, and their two children enjoy traveling, camping, and hiking. More recently, Jenny has been focusing on her other love, photography, in her spare time.