Meet the professionals who can help you Pursue Your Goals


We help people near and during retirement to spend money more confidently with a written and up-to-date plan.

Meet The Team

The team behind Stonebridge Financial Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Nicolas Davis, ChFC®, RICP® Founder

Nick helps families focus on creating integrated retirement income and wealth management strategies. He believes that all money spends better with a written and tracked plan.

Alongside his team of professionals, Nick takes a big-picture approach with families to assist them in pursuing their financial goals. He thoroughly informs his clients about the advantages and disadvantages of their financial decisions and helps them create and execute financial, tax and estate strategies that can guide them throughout retirement.

Nick has passed the Series 65 securities exam and holds a life and health insurance license in Texas. He is registered as an Investment Adviser Representative and has earned his Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®) designations.

Nick sits on the advisory board of an investment portfolio that was recognized as an Inc. 500 top 10 fastest-growing small business in 2016 and 2017. In that role, he provides insight on improving the financial advisory experience for retirees.

Nick’s media show, “Retire With Clarity,” can be heard on the radio and via podcast. Nick has been published or quoted on CNN Money and Forbes.com and is a sought-after speaker on the topic of retirement income planning.

Nick lives in Texas with his wife, Connie, and four children.

 

Learn more about Nick

 

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Connie Davis
Chief Happiness Officer

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Tricia Watson
Business Manager

Strategic Partners

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Jason Wenk
Chief Investment Strategist
FormulaFolio Investments

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Jeff Stuckey
Director of Business Development
FormulaFolio Investments

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Kaleigh Metz 
Advisor Services Manager
FormulaFolio Investments

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Derek Prusa, CFA, CFP®

Senior Market Analyst
FormulaFolio Investments

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Josh Jongsma
VP of Financial Planning
FormulaFolio Investments

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Alesia Dutton
HECM Loan Specialist
Reverse Mortgage Funding, LLC

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Jim and Diane Kaufman
Enrollment Specialists
Kaufman Agency, LLC

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Jacob “Jake’’ Estes
Attorney
Estes Law Office, P.L.L.C.

Ready to Take The Next Step?

Schedule a meeting with us today — and get started on a strategy for your ideal retirement!

Or give us a call at 214.988.9178