Profile

Kent Davis, CPA, CFP

My Contact Details

Work: 210-845-9501

Kent Davis, CPA, CFP


Bio

I spent a little over 20 years on active duty in the U.S. Army with units as diverse as the 8th and 4th Infantry Divisions to the 82d Airborne Division to the 902d Military Intelligence Group. My last 8 years was spent as a comptroller. I am married to a career Army Officer that is still serving and we continue to find ourselves moving every 2 or 3 years. When I retired in 2008 I set my sights on the accounting profession. I ran my own little tax company from my home until I did a stint with a Merrill Lynch team.  Mother Merrill told me I had to shut down my tax practice.  After my ML stint I worked in a CPA firm for a tax season then went to a small Registered Investment Advisory (RIA).  For the last two years I've been with a small wealth management firm in McLean, VA.  I have restarted my tax practice because in the world of financial planning every decision or recommendation is rooted in the tax code.  I figure maintaining a small tax practice will keep me on top of tax developments.  I try to take advantage of every opportunity I can find to learn from those in the profession with years and years of experience. I have slowly transitioned from "I don't know what I don't know" to "I now know what I don't know". I find that to be the ideal position for truly learning the ropes of this complex profession.