Our Team
Joseph L. Davis, CLU,ChFC,CFP
Founder, President and CERTIFIED FINANCIAL PLANNER™
+1-202-489-5959 (voice only)
Joseph L. Davis is the founder and president of Davis Planning Associates, Inc., doing business as The Living Capital Group. With over 40 years of experience in financial services, Joseph has built one of the most trusted and...
Randy Philip
Medicare Specialist
Randy Philip has over 30 years of health insurance experience. For the last 9 years his specialty has been assisting individuals who are Medicare eligible in reviewing and selecting their Medicare Advantage, Medicare Supplement, and...