Meet the Team
Meet the members behind Davis Schuler & Associates. We are here to help you succeed!
Partner
Joseph A Davis
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, I have unlimited rights to represent taxpayers before the IRS. Through our tax preparation & planning company – Davis Schuler & Associates, LLC, – we host a network of CPAs & EAs to support our client’s tax needs.
In November 2015, Joe took his practice independent and affiliated with a new broker/dealer, Securities America & BEAM Asset Management, a Registered Investment Advisor. As an independent firm, Davis Financial is able to access world-class platforms & custodians such as Fidelity, TD Ameritrade & Charles Schwab.
“Over the years, I have taught retirement workshops throughout Northern Utah to thousands of retirees—teaching them in a plain and simple language that anybody can understand how to increase their investment income, reduce income taxes, and how to potentially identify and reduce investment fees. I firmly believe that my extensive tax knowledge & experience allows me to make the best recommendations for my clients.”
A lifelong Northern Utah resident, Joe resides in Clinton, along with his beautiful wife and three amazing children.
Licenses and Certifications:
Enrolled Agent, EA
Certified Divorce Financial Analyst, CDFA®
Behavioral Financial Advisor, BFA™
Series 7
Series 66
Series 24
Life & Health Insurance Licenses
Partner
Aaron Schuler, Jr
Aaron has worked with Joe Davis over the years and shares many of the same entrepreneur aspirations. Aaron is the founder of Mountain West Wealth in Midway, Utah, and Rock Springs, Wyoming. Aaron is also Partner at Davis Schuler & Associates, LLC.
As a CDFA®, Aaron helps clients and attorneys find equitable financial options through the complex divorce financial planning process and through detailed divorce forensic work. The CVA® designation is a designation awarded by the National Association of Certified Valuators and Analysis (“NACVA”) to individuals who have substantial experience in business valuations. As an Enrolled Agent, Aaron has unlimited rights to represent taxpayers before the IRS.
Aaron loves to fish, followed by hunting, camping, and being outdoors. The other times you’ll find him fixing something in the garage, cooking, and spending time with his family.
Enrolled Agent
Darlene Bennet
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Phasellus faucibus scelerisque eleifend donec pretium vulputate sapien. Tincidunt praesent semper feugiat nibh sed pulvinar proin gravida. Diam donec adipiscing tristique risus nec. Pharetra magna ac placerat vestibulum lectus mauris ultrices. Tristique sollicitudin nibh sit amet. Dictum at tempor commodo ullamcorper a lacus. At erat pellentesque adipiscing commodo. Suspendisse sed nisi lacus sed viverra tellus in hac. Mauris rhoncus aenean vel elit scelerisque.
Eu non diam phasellus vestibulum. Id cursus metus aliquam eleifend. Dui faucibus in ornare quam viverra orci sagittis eu. Euismod quis viverra nibh cras pulvinar mattis nunc. Et egestas quis ipsum suspendisse ultrices gravida dictum. Vel quam elementum pulvinar etiam non quam lacus suspendisse. Sit amet purus gravida quis blandit turpis cursus. Mi eget mauris pharetra et. Sed cras ornare arcu dui vivamus arcu felis bibendum ut. Magna fermentum iaculis eu non. Lacus luctus accumsan tortor posuere ac ut consequat semper. Mauris ultrices eros in cursus turpis massa tincidunt. Ornare arcu dui vivamus arcu felis bibendum ut tristique et. Dolor sit amet consectetur adipiscing. Nunc mi ipsum faucibus vitae aliquet nec. Ac placerat vestibulum lectus mauris ultrices eros in cursus turpis. Sed faucibus turpis in eu mi bibendum neque egestas congue. Facilisis sed odio morbi quis commodo odio aenean sed.
Enrolled Agent
Sanda Donley
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Phasellus faucibus scelerisque eleifend donec pretium vulputate sapien. Tincidunt praesent semper feugiat nibh sed pulvinar proin gravida. Diam donec adipiscing tristique risus nec. Pharetra magna ac placerat vestibulum lectus mauris ultrices. Tristique sollicitudin nibh sit amet. Dictum at tempor commodo ullamcorper a lacus. At erat pellentesque adipiscing commodo. Suspendisse sed nisi lacus sed viverra tellus in hac. Mauris rhoncus aenean vel elit scelerisque.
Eu non diam phasellus vestibulum. Id cursus metus aliquam eleifend. Dui faucibus in ornare quam viverra orci sagittis eu. Euismod quis viverra nibh cras pulvinar mattis nunc. Et egestas quis ipsum suspendisse ultrices gravida dictum. Vel quam elementum pulvinar etiam non quam lacus suspendisse. Sit amet purus gravida quis blandit turpis cursus. Mi eget mauris pharetra et. Sed cras ornare arcu dui vivamus arcu felis bibendum ut. Magna fermentum iaculis eu non. Lacus luctus accumsan tortor posuere ac ut consequat semper. Mauris ultrices eros in cursus turpis massa tincidunt. Ornare arcu dui vivamus arcu felis bibendum ut tristique et. Dolor sit amet consectetur adipiscing. Nunc mi ipsum faucibus vitae aliquet nec. Ac placerat vestibulum lectus mauris ultrices eros in cursus turpis. Sed faucibus turpis in eu mi bibendum neque egestas congue. Facilisis sed odio morbi quis commodo odio aenean sed.