Tom Davenport

Tom ensures that group retirement plan clients receive the robust level of services offered by Preisz Financial. Serving as the team leader for our retirement plan practice, he offers support by ensuring all services are delivered in accordance with their needs. Additionally, he hosts the fiduciary review meetings for plan sponsor clients, provides investment monitoring reviews and assists plan sponsors with reviewing their current recordkeeper’s costs and services. While he spends most of his day working with plan sponsor clients, he enjoys providing onsite participant education meetings and meeting with plan participants during 401(k) checkup meetings.

Prior to entering the industry, he spent several years as a forest firefighter, serving as a squad leader and a senior firefighter with a Forest Service Hotshot Crew. During his time as a firefighter, he assisted with disaster relief for Hurricane Katrina and the Space Shuttle Columbia Search and Recovery efforts. He is proud of the six years he spent as a Wildland Firefighter and believes this unique experience contributes to his ability to help clients remain calm during stressful times and to stay focused on their objectives. 

Tom grew up in Eugene, Oregon, where the fall season was spent watching Oregon Ducks football. Today, he lives in Portland with his son, Aiden. He and his family like to spend time outdoors, attend Duck football games and occasionally travel.

Specialties:

• Qualified Retirement Plans

Activities

• Member, Portland CFA Society 

Education, Certifications & Licenses

• Chartered Financial Analyst® (CFA®)  Charterholder

  · Accredited Investment Fiduciary® (AIF®)

  · Chartered Retirement Plans Specialist  (CRPS®)

• State Securities Law Exams

  · Series 65 – Uniform Investment Advisor

  · Series 63 – Uniform Securities Agent

• General Industry Exams

  · Series 7 – General Securities Representative

  · Series 6 – Investment Company Products/Variable Contracts 

• State Registrations: Oregon, Washington

•  Life Insurance license in Oregon

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