Jennifer Davis is a CFP® professional with 32 years of industry experience, currently serving as an advisor at SkyOak Capital, Inc. in Las Vegas, NV. Her prior roles include positions at Merrill and Citigroup Global Markets. She is also the owner of an independent insurance agency, SkyOak Asset Protection Group LLC. SkyOak Capital serves individuals, high-net-worth clients, families, corporations, retirement plan sponsors, pooled investment vehicles, endowments, and foundations. The firm’s investment approach combines active management, disciplined asset allocation, and algorithmic model strategies to guide discretionary rebalancing and trading across a diverse range of asset types and client structures.

Damien Rennie is a financial advisor at SkyOak Capital, Inc. in Medford, OR, holding a Series 65 designation with 10 years of industry experience. He has been with SkyOak Wealth Management and its related entities since 2015. Outside of his advisory role, Rennie founded the nonprofit Gamble-For-Good and serves as treasurer on the board of the Family Nurturing Center; he also owns and operates the Medford Poker Club, where he trains dealers and manages club operations. SkyOak Capital serves individuals, high-net-worth clients, families, corporations, retirement plan sponsors, and various institutional entities. The firm emphasizes asset allocation, manager selection, and portfolio construction using a core-satellite approach with active management and algorithmic strategies, and offers specialized services including private wealth management, family office, and corporate retirement plan advisory.