Disciplined Equity Management, Inc.

Donald Davey is a financial advisor at Disciplined Equity Management, Inc. in Neptune Beach, FL, holding a Series 65 credential with 22 years of industry experience. He has been with Disciplined Equity Management since 2004. Outside of his advisory role, he owns several companies operating Firehouse Subs franchises in Florida and Wisconsin, where he focuses on high-level business decisions without day-to-day management responsibilities. Disciplined Equity Management provides discretionary investment supervisory services and integrated financial planning to individuals, trusts, estates, small business owners, pension plans, and charitable entities. The firm employs a strategy combining fundamental analysis and modern portfolio theory within a low-cost, low-turnover, diversified asset allocation framework, offering portfolios managed on a discretionary basis and tailored to client-specific Investment Policy Statements.

Rebecca Phillips is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. She has worked at Disciplined Equity Management, Inc. since 2012. Disciplined Equity Management provides discretionary investment supervisory services and integrated financial planning to individuals, trusts, estates, small business owners, pension plans, and charitable entities. The firm employs an investment approach that combines fundamental analysis and modern portfolio theory within a low-cost, low-turnover, diversified asset allocation framework.

Brooke Holden is a CFP® professional with 2 years of industry experience, currently serving with Disciplined Equity Management, Inc. Prior to joining the firm, Brooke held roles at Independent Financial Partners, LPL Financial LLC, and several other financial services companies. Disciplined Equity Management provides discretionary investment supervisory services to individuals, trusts, estates, small business owners, pension plans, and charitable entities, managing approximately $521 million in discretionary assets. The firm employs fundamental analysis and modern portfolio theory to construct diversified, low-cost, passive asset allocation portfolios, using individual stocks, no-load mutual funds, and ETFs, with specialized strategies for taxable accounts through separately managed accounts.