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Rone D

CFP®, ChFC®, Series 63

Noblesville, IN

Daviman Financial, LLC

Rone Davis is a CFP® and ChFC® credentialed financial advisor with 24 years of industry experience. He is the principal at Daviman Financial, LLC in Noblesville, IN, where he has worked since 2016. His prior work includes roles at ReJoyce Wealth Management LLC and his own sole proprietorship, along with involvement in trust services and insurance brokering. Outside of his advisory work, he serves on the boards of nonprofit organizations focused on housing for people with disabilities and professional training for tax professionals. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm manages approximately $234 million for around 190 clients, utilizing both discretionary and non-discretionary portfolio services with a structured client process that includes written financial plans and ongoing reviews.

General retirement planning Options & derivatives strategies Founder/Business Owner Retired
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Brendan C

CFP®, Series 63, Series 66

Noblesville, IN

Daviman Financial, LLC

Brendan Crews is a financial advisor at Daviman Financial, LLC with 14 years of industry experience. He holds the CFP® designation and has previously worked at New York Life, Nylife Securities LLC, and Eagle Strategies. Outside of his advisory role, he is also an insurance broker appointed with outside carriers for brokering non-registered insurance products. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm manages approximately $234 million for about 190 clients, offering discretionary and non-discretionary portfolio services that incorporate a range of investment approaches including strategic and tactical asset allocation.

General retirement planning Options & derivatives strategies Founder/Business Owner Retired
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Brian M

Series 65

Noblesville, IN

Daviman Financial, LLC

Brian Mc Connell is a financial advisor at Daviman Financial, LLC with two years of industry experience. He holds a Series 65 designation. Outside of financial advising, he owns and operates Priority 1 Electrical LLC, a general electrical contracting company. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a goal-oriented, fact-finding approach with discretionary and non-discretionary portfolio management that includes the use of third-party sub-managers and model portfolios.

General retirement planning Options & derivatives strategies Founder/Business Owner Retired
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Phillip B

Series 63, Series 65

Noblesville, IN

Daviman Financial, LLC

Phillip Burruel is an advisor at Daviman Financial, LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Daviman Financial in 2026, he was involved with Retire SMART, LLC and SMART Wealth, LLC. He has also been affiliated with Central Church since 2012. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm manages approximately $234 million for about 190 clients, offering both discretionary and non-discretionary portfolio services with a client-focused process that includes written financial plans and ongoing reviews.

General retirement planning Options & derivatives strategies Founder/Business Owner Retired
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