Our Team
Keith Davis, CFP™
President and CEO
7248648610
Keith has held management positions for more than 30 years with both domestic and international experience. The past 15 years have been in the private client wealth management division. Prior to his present position at Davis Financial...
CPA Alliance - Deluzio Financial Services, LLC
Jeffrey Anzovino, CPA, MSA
Managing Partner
Jeffrey P. Anzovino, CPA, MSA is an audit partner and the managing partner of Deluzio & Company, LLP. He provides auditing and accounting services to some of the best-known companies, governmental and nonprofit organizations in Western...
Lisa Altschaffl, CPA
Partner
Lisa M. Altschaffl, CPA, is an audit partner at Deluzio & Company, LLP. She conducts audit, review and compilation services for a diverse client base including, but not limited to, manufacturers, retailers, municipal authorities and...
Cole Beehner, CPA
Partner
Joseph Petrillo, CPA
Partner
Stacey Sanders, CPA, C SEP
Partner
Daniel Wilkins, CPA
Partner
Attorney Alliance - Petrillo Jones, LLC Attorneys at Law
How We Work
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.