Joseph Davis, EA, CDFA®, BFA™

With over 16 years in the financial services industry, Joe knows his stuff. A serial entrepreneur – Joe is the managing partner for Davis Financial LLC and Davis Schuler & Associates, LLC. Joe is a CDFA®, BFA™, and an Enrolled Agent. When Joe isn’t obsessing over his work – you can find him at home, playing with his children & probably mowing his lawn. CV is available upon request.

As a CDFA®, Joe specializes in the art of divorce financial planning. With unique experience in taxation, forensics & divorce financial planning, we assist divorcing clients, attorneys & mediators seek equitable financial settlement options in complex divorce cases.

As an Enrolled Agent, Joe has unlimited rights to represent taxpayers before the IRS. Through our tax preparation & planning company – Davis Schuler & Associates, LLC, – his team hosts a network of CPAs & EAs to support our client’s tax needs.