Our Staff

Terri L. Davis

Education:
Graduate, California State University, Sacramento
• Bachelor of Science Degree:
Business Administration, concentration in Accounting.
Graduate study: UC Davis & the Wharton School
• Retirement Planning Specialist

Licenses:
Licensed by California State Board of Accountancy, 1993
• Certified Public Accountant.
Registered representative for Trusted Advisors an AXA Financial business
• Securities licenses: series 7 and series 66 - 2001
• State of California insurance license – 2002

Memberships:
Current member of the following professional organizations:
• CPAConnect alliance of CPA and consulting firms
• American Institute of Certified Public Accountants
• California Society of Certified Public Accountants
• Sacramento Chapter of CA Society of CPA’s
• Sacramento Metro & West Sac. Chambers of Commerce

Hobbies & Activities:
• Vocalist & pianist
• Enjoys a fast paced family life, creative gardening and home decorating