Hourglass Planning

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Hourglass Planning
Team photo for Hourglass Planning

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Advisors

Mikeal D Davis

CFP®, BFA, CLU®, ChFC®, RICP®

Private Wealth Advisor

Behavioral Financial Advisor
Visit Mikeal D Davis's website

Adam Feik

MBA

Associate Financial Advisor

Visit Adam Feik's website


Team

Nancie Ryan

Nancie Ryan

Client Service Manager,

Administrative Assistant