Mac Davis

Mac Davis has a diverse work experience spanning multiple industries. Mac began their career as a Sales Assistant at The Patching People in April 2010. In January 2011, they joined Black Rock Milling & Paving Company as a Sales Associate, where they focused on generating leads in the real estate industry and managed projects. Mac then transitioned to Forum Financial Management, LP in January 2015 as an Advisory Services Associate, working with a dedicated team to provide wealth management services to clients. Mac later took on the role of Operations Manager in September 2017 and eventually became the COO in January 2019. In their advisory roles, Mac gained experience in portfolio management, retirement planning, estate planning, insurance analysis, and income tax planning.

Mac Davis earned a Bachelor of Science degree in Financial Management from Indiana University Bloomington, where they studied from 2006 to 2010. Mac furthered their education by pursuing a Master of Business Administration (M.B.A.) in Finance and Financial Management Services at DePaul University, completing their studies from 2012 to 2015. In addition to their formal education, Mac Davis also obtained the CERTIFIED FINANCIAL PLANNER™ Professional certification from the CFP Board in April 2022.