Wayne Davis

Wayne P. Davis is a well-known financial educator throughout Illinois and Wisconsin His career spans over 40 Years. His retirement and estate planning seminars have been widely attended by adult students throughout Northern Illinois. Wayne has developed a specialty in working with future and current retirees who want conservative financial principles to be the theory behind the planning. Wayne has also lectured on financial topics such as traditional and Roth IRA strategies, avoiding probate, minimizing taxes, Women’s Financial solutions, compelling reasons to annually review money issues, annuity and life insurance basics, social security claiming strategies, as well as long-term care planning.

Wayne is a U. S. Army veteran that was honorably discharged in 1971. He is a father to Eric, a CEO in Colorado Springs, Colorado, and to his daughter Lindsey, who is a practicing minister in Minnesota. His only hobby is spoiling his 6 grandchildren, ranging in ages from 12 to 7 (3 boys, 3 girls, he enjoys his time the grandkids but can hand them back over to the parents). Wayne has been a Member of the First Free Church for over 20 years. He lives with his dog Biscuit in Rockford, Illinois, for over 35 years (but biscuit is not that old). In the winter, Wayne enjoys boating in the Caribbean.

Wayne studied and completed his B. A. at Illinois State University, his M.S. in Charitable Financial Planning from Purdue University. He also wrote books or annuities and life insurance, is a member of MDRT, and has been a member of WHO’S WHO BUSINESS PUBLICATION. He also has advised business owners on large case premium financing strategies to create large long-term tax-preferred income for people with serious tax issues.


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