Get to know Keith Davis

Seeking ways to help achieve financial success?

"It rarely happens by accident. I help families and business with strategies to help plan for financial security, achieve their dreams and leave a legacy."

Let's connect to get started:
937-449-0031 Office | 937-477-5324 Cellular
  • 40+ years of financial industry experience
  • 40 years with Principal

Education & Credentials:

  • Kent State University, History and Political Science Major
  • Member Society of Financial Service Professionals
  • Member and past President of Dayton Chapter National Association of Insurance & Financial Advisors
  • Former Board Member: NAIFA Dayton, Epilpsy Association of Western Ohio, American Business Club Education Foundation


  • Resides in Centerville, Ohio
  • Keith has two daughters and two dogs
  • Interests include landscaping, golf, history, politics, philosophy and Ohio State football - Go Bucks!