NRG WEALTH MANAGEMENT - Key Persons
Jack Davis is Founder and CEO of the NRG Wealth Management. Jack founded NRG in the early 2000s with a vision to create an integrated financial services organization specializing in serving the unique needs of high-net-worth retirees and pre-retirees. As the firm's managing principal, Jack works with our clients to design financial planning and wealth management strategies that help them achieve their aspirations and financial objectives. His extensive background in financial planning and wealth management allows Jack to offer the type of comprehensive advice that best helps our clients build and preserve their wealth.
To say that Jack Davis lives and works with passion would be an understatement. Jack's approach to all that he does comes from integrity, hard work and a long history of helping his clients achieve financial life success. In addition to earning his Masters of Science in Personal Financial Planning, Jack is a CERTIFIED FINANCIAL PLANNER™ professional. This designation embodies the highest standard of excellence, objectivity, and competence in the financial field. A lifelong advocate of financial education, Jack is also the author of Cash Out: Retire on Your Terms, Live Well and Die Happy, the acclaimed book for pre-retirees and retirees seeking to establish retirement goals and strengthen their financial lives.
Jack is an avid outdoorsman. You can often find him trekking through Southern Arizona's Sonoran Desert on a hunting, hiking, or mountain biking excursion. (Sometimes all three on the same outing!) He promotes and participates in giving back to his community through active participation and fundraising for Wounded Warrior Project, Toys for Tots, Juvenile Diabetes Research Foundation, and SaddleBrooke Community Outreach. Jack also volunteers his time teaching financial literacy and life fulfillment topics for continuing education programs throughout our community.
Job Titles:
- Director of Client Relations
Monica has a passion for putting clients at the center of everything she does. As Director of Client Relations, she demonstrates a disciplined approach and genuine desire to exceed expectations by providing a friendly, efficient and dedicated service experience to our clients and our team. Through her willingness to learn and the capability to identify, formalize and implement processes, Monica is constantly finding ways to improve our systems and strengthen our core value of building exceptional client relationships.
Growing up in Southern California as the youngest of four children, Monica learned the value of personal integrity and responsibility at an early age. Her natural empathy and leadership skills led her to excel in both her professional and personal life.
Monica graduated Magna Cum Laude from the University of Arizona, earning her Bachelor's Degree in English with a minor in Philosophy. She continues her studies as a passionate hobby to this day. Monica enjoys spending her free time with her husband, her two children, and their three dogs. She enjoys gardening and is currently working on the next Great American Novel.
Sarah is an integral part of the NRG Wealth Management team. Her responsibilities range from administrative duties and enhancing the operational efficiency of the firm, to implementing marketing strategies and managing client events. Sarah's attention to detail and passion for ensuring our clients receive extraordinary service is an invaluable asset to NRG.
Sarah relocated to Southern Arizona from Kansas in 2013. She is a football enthusiast, she enjoys roller skating, and above all, she loves spending time with her family that includes her husband, their two sons and her dog, Hank.
Job Titles:
- Investment Advisor
- Representative
- Wealth Manager
Stefanie thrives in developing deep, meaningful relationships with her clients. As a personal Wealth Manager, she is passionate about helping investors identify, define, and pursue their most cherished financial and lifetime goals. Coupled with her commitment to integrity and transparency, Stefanie's drive to deliver outstanding client service aligns with the core mission of NRG Wealth Management.
Stefanie has completed the stringent requirements to become a CERTIFIED FINANCIAL PLANNER™ professional. She applies her knowledge, skills, and education to help clients take command of their wealth in an increasingly complex financial environment.
A longtime Investment Advisor Representative, Stefanie earned her Bachelor's Degree in Business from Northeast Louisiana University. She frequently volunteers for Tucson Medical Center, supports the Marine Corps Toys for Toys charity, and was previously on the United Way of Richmond's Family and Children's Services Advisory Council. Outside of the office, Stefanie manages her own real estate investment portfolio and enjoys the performing arts, camping, and spending time with friends, family, and her dog, Theo.