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linkedin https://www.linkedin.com/in/allen-davis-cfp-chfc-88a93814/

areas_of_practiceFinancial Planning

focus_marketsFamilies
Individuals
Businesses

advisor_title Certified Financial Planner™

address_1 211 North Street

address_city Northampton

address_state MA

address_zip01060

office_phone(413) 584-3098 x11

mobile_phone

email adavis@davisfinancialgroup.com

biographyAllen feels that his early training in the arts and humanities was excellent preparation for his work as a financial planner, the most fulfilling work he has ever done. He has supplemented his BA (Temple University) and MA (UMass/Amherst) in English and his private study of music with his training as a CERTIFIED FINANCIAL PLANNER™ professional and gaining the Chartered Financial Consultant^® (CHFC^®) designation. Literature and the Arts are all about the connections between things – the seen and unseen, past and present, sound and silence, the head and the heart, appearance and reality — and making and finding connections is what financial planning is all about: the daily facts of life and its overall arc and trajectory, the material details of cash flows and rates of return and the larger purposes and meanings of life, community, and family, what we feel and what we know to be true. A financial plan is an illuminated journey through all of these and gives us the tools for understanding ourselves over time in relation to our money, our hearts, and our minds.

Allen’s early working years in the Valley were spent trying to fuse higher education and social change – cluster college “living and learning” experiments, and “University Without Walls” experiential education for working adults. He helped organize educational programs focused on America’s great contribution to world culture, jazz music, in ways that promoted awareness of the foundations of social discord, and the possibility of harmony and social justice. But his great achievement during these years was his leading a successful class action suit on behalf of 200 Massachusetts State part-time and “temporary” workers in their efforts to earn legitimacy and full employment benefits – his devotion to planning, financial education and retirement planning was born!

Allen moved from education to business, and following several small retail ventures, he created and ran a successful technology-specific Executive Search company for 15 years that led to a venture funded NYC based Internet startup. Along the way he founded Mak’hela, the Jewish chorus of Western Massachusetts, and participated as a Board member of a number of Valley organizations, most recently the UMass Fine Arts Center, where he served as Chair and a cofounder of its Valley Jazz Network. He is an active member of the Jewish Community of Amherst, where for many years he has played a major role in the creation of their musical explorations and presentations. He currently teaches his “Principles of Financial Planning” course at Elms College as part of their MBA curriculum. He continues pursuing his lifelong passion for music, and plays double bass and piano whenever he can.

Allen lives in Amherst with his wife, Dr. Judy Davis, a family therapist and author. They have two sons — Lou, who is a partner of the firm, and Eric, a playwright, composer, and software specialist. His three grandchildren, Asher, Izzy and Margo Lilly, are the best grandchildren in the world, of course!

CRN202909-11990439

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areas_of_practiceFinancial Planning

focus_marketsFamilies
Individuals
Businesses

advisor_title Financial Planner

address_1 211 North Street

address_city Northampton

address_state MA

address_zip01060

office_phone(413) 584-3098 x16

mobile_phone

email ldavis@davisfinancialgroup.com

biographyLou came into the business of financial planning in 2011 after a variety of other business ventures. Early in his career, he founded and ran an entertainment management company while working at Power Station recording studio in NYC. Lou’s company, Leeds-Davis Management, focused on developing and managing the careers of musicians, recording engineers and record producers, including several Grammy winners.

In the late ’90s, Lou was a co-founder of the start-up, BountySystems.com, that provided a B2B and B2C-oriented incentivized viral marketing application. Lou and his team were successful in raising $15 million in venture funding, growing the company to over 60 employees and negotiating multi-million-dollar partnerships with some of the top web 1.0 portals.

After 9/11, Lou returned from NYC to Massachusetts and worked as a sales, marketing and business development consultant for a variety of organizations. In 2003, Lou became the VP of Sales and Marketing for Market Street Research, a national marketing research firm based in Northampton, MA. In this role, Lou was responsible for consulting with businesses from many industry sectors, helping them to shape research approaches designed to provide them with specific direction for their decision making.

The transition to financial planning was a natural one, as so much of what Lou had done in his earlier life is relevant to and directly informs his work today. Lou’s focus is on working with business owners, professionals, educators, retirees and their families, helping them to understand, protect, grow, value and share their assets - all within the context of an ever evolving, holistic and values-aligned financial plan.

Lou serves on boards and committees of various non-profits, including the Estate Planning Council of Hampden County, the Northampton Area Chamber of Commerce, the UMass Fine Arts Center and Cooley Dickinson Hospital.

Lou has a diverse educational background having studied at the Culinary Institute of America, the Berklee College of Music, Parsons School of Design and the University of Massachusetts.

Lou lives in Northampton, MA with his wife, Jen, a personal trainer, and their dog Clio. Their son Asher attends Ithaca College and their younger son, Izzy, attends Berklee College of Music. As a life-long musician himself, Lou plays bass in both local bands and with his wife and kids and is an avid golfer and fisherman.

Lou is a Registered Representative and holds a Series 7, Series 66 and health, life and disability insurance licenses.

CRN202904-11990400

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calendar https://calendly.com/wkeechprevail/45min

linkedin https://www.linkedin.com/in/william-keech-cbda%C2%AE-988037268/

areas_of_practiceRisk Management

focus_marketsFamilies
Individuals
Business Owners

advisor_title Financial Advisor

address_1 4745 W 136th Street

address_city Leawood

address_state KS

address_zip66224

office_phone913-223-0874

mobile_phone

email wkeech@prevailiws.com

biographyTo learn more about William, click here

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linkedin https://www.linkedin.com/in/wade-kotarba

areas_of_practiceInsurance Planning

focus_marketsFamilies
Individuals
Business Owners
Medical Professionals
Military

advisor_title Investment Advisor Representative

address_1 4745 West 136th Street

address_city Leawood

address_state KS

address_zip66224

office_phone913-295-9500

mobile_phone314-707-5849

email wkotarba@prevailiws.com

biographyTo learn more about Wade, click here.

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linkedin www.linkedin.com/in/lillian-sales

areas_of_practiceRisk Management

focus_marketsFamilies
Individuals

advisor_title Investment Advisor Representative

address_1 4745 W 136th Street

address_city Leawood

address_state KS

address_zip66224

office_phone913-744-1757

mobile_phone913-363-0451

email lsales@prevailiws.com

biographyTo learn more about Lilly, click here 

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office_phone123-456-7890

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email email@email.com

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linkedin https://www.linkedin.com/in/jesse-hernandez-aif%C2%AE-9689914/

areas_of_practiceRetirement Planning - 401k + Simple IRA

focus_marketsBusiness Owners Individuals and Families

advisor_title Investment Adviser Representative

address_1 4745 W 136th Street

address_city Leawood

address_state KS

address_zip66224

office_phone(913) 295-9500

mobile_phone

email jhernandez@prevailiws.com

biographyLearn more about Jesse here.

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linkedin https://www.linkedin.com/in/pat-pio-1aa75593/

areas_of_practiceAsset Accumulation + Distribution

focus_marketsIndividuals Families Business Owners

advisor_title Financial Services Professional

address_1 330 Whitney Avenue

address_city Holyoke

address_state MA

address_zip01040

office_phone

mobile_phone(860) 810-8157 (Call Only)

email ppio@charteroakfinancial.com

biographyPat Pio has devoted his entire career to financial services.

With expertise in both life insurance and investments, he takes a holistic, consultative approach to helping individuals, families, and closely held business owners navigate their risk management, investment planning, and long-term wealth protection needs. Each client’s unique journey is reflected in the tailored strategies Pat creates and helps to implement across their life’s many milestones.

A true lover of the outdoors, Pat spends his out-of-office time skiing, golfing, and enjoying lake life in Rangely, Maine. He lives in Somers, CT.

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areas_of_practiceBusiness Planning

focus_markets

• Families
• Individuals
• Business Owners
• Tennis Professionals

advisor_title

address_1 48 South Service Road

address_city Melville

address_state NY

address_zip11747

office_phone516-391-0300

mobile_phone914-309-4826 (Call Only)

email jscott@charteroakfinancial.com

biographyJeffrey Scott comes to us with over four years of experience with New York Life Insurance Company, specializing in life and health. Holding licenses in both areas, Jeffrey is dedicated to helping clients navigate their financial and health insurance needs with personalized advice.

In addition to his career in insurance, Jeffrey is passionate about tennis and serves as a tennis professional, running tennis programs in Armonk, Westchester. His expertise and leadership in the sport have made him a well-respected figure in the local community.

Jeffrey resides in Westchester, NY, with his wife, and enjoys spending time with his stepdaughters, who live out of state. His brother and sister-in-law live in Putnam County, allowing for frequent family visits and close connections.

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linkedin https://www.linkedin.com/in/jacob-remillard-144526209/

areas_of_practiceLegacy Planning

focus_marketsFamiles
Individuals
Business Owners

advisor_title Financial Representative

address_1 330 Whitney Ave

address_city Holyoke

address_state MA

address_zip01040

office_phone413-539-2345

mobile_phone

email jremillard@charteroakfinancial.com

biographyMy diverse background in entrepreneurship, customer service, and business development influences every aspect of my role as a financial professional.   Born and raised in South Hadley, Massachusetts, as the oldest of four siblings helped shape my sense of responsibility, leadership, and family values.

I began my journey at the University of Massachusetts, where I developed the foundation for my career in business and finance.  After completing my studies, I took an entrepreneurial leap by operating my own painting business through Young Entrepreneurs Across America. In a single summer, I generated more than $130,000 in sales while successfully leading and managing my branch, gaining invaluable experience in leadership, sales, and business operations.

I later joined MassMutual as a Customer Service Representative at the home office, where I spent two years developing a deep understanding of client service and back-office operations. This experience gave me valuable insight into the financial services industry and ultimately inspired me to pursue a career as a financial advisor and insurance professional.

In addition to my financial practice, I am a co-owner of Prolines, a line painting company specializing in parking lot striping, athletic fields, basketball courts, and custom pavement artwork. This entrepreneurial venture allows me to continue building and growing a successful business while serving clients in another capacity.

Giving back to the community is important to me. Since 2023, I have proudly volunteered with the Travelers Championship, supporting its longstanding commitment to hundreds of nonprofit organizations each year.

Outside of work, I enjoy golfing, playing tennis and hockey, boating, and spending quality time with family and friends. I value building meaningful relationships both personally and professionally, and I bring that same commitment to every client interaction.

CRN202904-11035096