Christopher Davis is a CFP® and holds a Series 66 license with three years of industry experience. He has worked at Brightwork Wealth Management, LLC since 2025 and previously held roles at Kestra Advisory, Kestra Investment Services, LLC, and Cambridge Investment Research. Prior to his financial advisory career, he served 20 years in the United States Coast Guard. Brightwork Wealth Management, LLC serves individual and high-net-worth clients by providing fee-only wealth management that integrates discretionary investment management with financial planning at no additional charge. The firm employs proprietary model portfolios, emphasizes asset allocation informed by modern portfolio theory, and typically manages accounts on a discretionary basis through Charles Schwab’s institutional platform.

Carey Davis is a financial advisor at Brightwork Wealth Management, LLC with a Series 66 credential and one year of industry experience. Prior to his current role, he served in the United States Air Force for 11 years and continues to serve in the Utah Air National Guard. Brightwork Wealth Management serves individual and high-net-worth clients by providing fee-only wealth management that integrates discretionary investment management with financial planning. The firm emphasizes asset allocation using proprietary model portfolios and a blend of passive and active investments.