People

Each member of the RBG Wealth Advisors team has the market knowledge, experience, and resources required to assist clients in meeting their financial goals. We take the time to get to know our clients. Not only do we provide a foundation of trust, but we also seek to uncover new opportunities for growth.

Greg Davis, CPA, CFP®

Chief Executive Officer, Wealth Advisor

“My goal is to help clients grow and protect a lifetime of assets in order to reach their financial goals, because your success is our success.”

As a founding member of the RBG Wealth Advisors team, Greg Davis serves as Chief Executive Officer and wealth advisor. He has experience working in both the accounting and wealth management fields. Most recently, he served as a senior advisor and principal for a wealth management company.

Greg offers clients a wide range of services including wealth management, financial planning, tax planning, planning for charitable giving, and investment management. As CEO, he is responsible for guiding and leading the firm.

Tim Ellis, CPA/PFS, CFP®

Chief Investment Officer and Wealth Advisor

“My philosophy is centered on three points: Be positive. Be thoughtful. Use the Golden Rule.”

Tim helped found RBG Wealth Advisors in 2022, where he proudly serves as Chief Investment Officer and wealth advisor. He previously worked as a senior investment advisor and financial advisor for a registered investment advisory firm, after starting his career in public accounting as a part of the tax group of Reynolds, Bone, & Griesbeck PLC.

As a wealth advisor, Tim provides financial advisory services for individuals and families in a variety of areas including investment management, cash flow and goals-based financial planning, retirement, tax planning, and estate planning. He also provides investment management and advisory services for institutional clients such as nonprofits, foundations, and businesses. As CIO, Tim serves as chair of the firm’s investment committee, leading portfolio construction and allocation.