Ronald Blue & Co.

Lori Davis is a Principal and Senior Financial Advisor for Ronald Blue & Co.'s branch office in Phoenix, Arizona.

As a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), Lori assists individuals in meeting their life goals by providing strategic financial counsel. Whether her clients have a desire to start their own business, ensure that their investments are properly allocated, or fund long-term goals such as college or retirement; Lori listens to her clients, analyzes their financial situations and translates their needs into realistic financial strategies.

Prior to joining the firm in 1992, Lori worked in public accounting where she developed expertise in taxation, financial analysis, and business consulting.

Lori graduated from Arizona State University with a BS in Accounting in 1982. She has successfully completed many years of professional training, including developing her leadership skills through the Dale Carnegie course in speaking.

Active in her community, Lori teaches and leads financial seminars. She also serves on various ministry boards.

She and her family live in Chandler, Arizona.

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