About the Team
Jeff Davis is dually registered as an Investment Advisor Representative with PKS Advisory Services, LLC and as a Resistered Representative of Purshe Kaplan Sterling Investments. Jeff holds the Series 7 and Series 65 designations along with maintaining licenses in Life, Health and Disability Insurance. Jeff has more than 35 years of experience in the financial services industry.
Jeff is a life-long resident of Kalamazoo where he raised his two daughters. Jeff enjoys traveling, music and collecting vintage drums.
Jeff began his financial planning career with an internship focusing on Charitable Estate Planning. Jeff specializes in investment management as well as financial and charitable estate planning.
Jeff can be reached at:
jeffrey.davis@pksinvest.com
Phone:269-382-1622
Roger Brinks is an Investment Advisor Representative with PKS Advisory Services, LLC. Prior to joining the firm Roger was a sales manager in the health care industry for 12 years.
Roger has lived and worked in the Kalamazoo area for 25 years where he and his wife are raising 2 children.
Roger received his BBA from Western Michigan University with a focus on Marketing and Economics.
Roger can be reached at:
roger.brinks@pksinvest.com
phone: 269-382-1622
Calvin Ray Daniel specializes in insurance at Davis & Brinks Wealth Management. Calvin handles Life, Health, Long-Term Care Insurance and Fixed Annuity Products. Before joining Davis and Brinks, Calvin worked as an independent agent and at New York Life. He brings 15 years of insurance experience to the firm.
Calvin has lived in Kalamazoo his entire life and along with his wife they have raised two daughters and two of her nieces.
Calvin is a registered member of the National Ethics Association and was Vice President of the Northside Association and board member of the Open Door Shelter.
Calvin can be reached at:
269-267-6958 cell