Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Diane Davis is a retirement planning advisor that specializes in lifetime income strategies, legacy planning and wealth preservation. She brings over 27 years experience and enjoys working with individuals who need guidance in retirement planning, 401k rollovers and federal employee benefits. Diane is a Chartered Financial Consultant   a graduate of the program through the American College of Financial Services. This designation provides the highest standards of knowledge and trust in financial planning. Diane Davis objective in financial planning is to provide a roadmap for clients to achieve their objectives. Client needs and goals are constantly changing during their lifetime and Diane works diligently to implement approaches that provide both flexibility and options. She believes her role as an advisor is to monitor, communicate and update clients on their strategies to meet their changing needs. Diane resides in Louisville Kentucky where she raised her three children Joanne, Rebekah and Jesse. She has been an active member of Southeast Christian Church since 1995.