Address: 5400 Connecticut Avenue, Suite 100
  La Mesa, CA 91942
Phone: 619-697-2684
Fax: 619-697-8257
Email: info@davis-seiley.com

WealthView

Our Team

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Marc Davis, CFP®

Partner, President

Phone: 619-697-2684
E-mail:  marc@davis-seiley.com

Marc Davis is the Founding Partner at Davis & Seiley Wealth Management. Marc holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®), received in 1993. He also earned a Bachelor of Arts degree in Economics from Brigham Young University in 1990.

In addition to his professional work, Marc has served extensively within the non-profit community for over 25 years. He has served on various boards with the Salvation Army since 1998 and currently serves as the Vice President of the Metropolitan Advisory Board. He also has served extensively with Boy Scouts of America, coached lots of youth sports teams and served in various lay leadership positions within his church.

Additionally, Marc served for 4 years as an elected school board member, and for one term as board president, of the award-winning Poway Unified School District.

Marc is a native San Diegan who lives in Ramona with his wife of 29 years, Karen. They are the parents of 7 children and have 2 grandchildren. Marc's interests include the study of history, current events, racquetball, surfing, basketball and spending time with family.

Joe Seiley, MBA, CRPS®

Partner, CFO

619-697-2684

Joe Seiley is a Partner at Davis & Seiley Wealth Management. Joe holds the designation of Chartered Retirement Plans Specialist (CRPS®), received in 2008. He also earned a Bachelor of Arts degree from Brigham Young University in 1989 and a Master of Business Administration degree (MBA) from San Diego State University in 2002.

Joe has lived and worked abroad professionally in Europe and Asia, and served for two years as a church service missionary in Taiwan. He also has served extensively with Boy Scouts of America, coached youth sports teams and served in various lay leadership positions within his church.

Joe is a native San Diegan who lives in Rancho San Diego with his wife of 28 years, Rebecca. They are the proud parents of 5 wonderful children. Joe's interests include the study of history, current events, swimming, hiking, camping, and spending time with family.

Janelle McCreary, CFP®

Client Service Manager

619-697-2684

Janelle McCreary has been with the firm since 2008.  She is the Client Service Manager and handles most client issues including account setup and maintenance, distributions of funds, trading, and client relations.  Janelle got her Bachelor’s Degree from San Diego State in 2005 and completed SDSU’s Certified Financial Planner® program in 2014.  She and her husband are the proud parents of three beautiful children. Her favorite pastime is spending time with her kids.  She also enjoys family history research, reading, and DIY home projects. 

Tara Alkire, RP®

Office Manager

619-697-2684

Tara Alkire joined Davis & Seiley in 2013.  She is the Office Manager and provides exceptional office support and client service to the firm.  Tara is rooted in San Diego but spent four years in the Silicon Valley and attended San Jose State University.  While in the San Francisco Bay Area, she worked for an investment management firm providing administrative support to their Trading & Operations Manager and doing the firms Bookkeeping.  She has two happy and energetic little boys, ages 5 and 7 and a new baby girl.  Her husband is a professional chef and she loves sampling his tasty creations and occasionally attempting to create her own.  She also enjoys exploring anywhere outdoors, gardening with her kids, reading, and is a huge Dave Matthews Band fan.

Eric Davis

Financial Planning Analyst

619-697-2684

Eric Davis joined Davis & Seiley in March 2017 as a Financial Planning Analyst. He assists with preparing and managing financial plans, trading, and portfolio analysis. Eric earned a Bachelor of Arts degree in Economics from Brigham Young University in 2014 and spent 3 years as a Business Analyst for Capital One Auto Finance. He served for two years as a church service missionary in Chile.

Eric is a native San Diegan who lives in Ramona with his wife Liz and his two adorable children, Christopher and Jethro. His interests include soccer, racquetball, chess, board games, reading, music, and playing with his kids.

Davis & Seiley Wealth Management Inc., an SEC Registered Investment Adviser

 

Fidelity Investments is an independent company, unaffiliated with Davis & Seiley Wealth Management, Inc. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied in the Davis & Seiley Wealth Management, Inc. site and does not guarantee or assume any responsibility for its content. Clearing, custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. E review # 571463.1.0
 
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