Our Team

Our Team

Kevin L. Davenport, AIF®

Principal and Wealth Advisor

Kevin is a wealth advisor and founder of Davenport Wealth Management. Kevin provides individuals, families, and businesses with comprehensive financial guidance for retirement, investment management, and other wealth management needs. Kevin started Davenport Wealth Management in 2013 with the goal of providing an independently owned alternative to large, traditional brokerage firms.

Kevin graduated from Baldwin-Wallace College in 1999 with a BA in business. While attending Baldwin-Wallace, Kevin started as a college intern with Northwestern Mutual in 1998. After graduation, Kevin continued to build his financial planning practice and also worked as a college unit director and field director through 2005. In these roles, he was responsible for helping recruit and train other financial advisors. In 2006, he decided to focus solely on his financial planning practice. In 2007, he became a wealth management advisor with Northwestern Mutual Wealth Management Company. Kevin worked at Northwestern Mutual for 15 years before deciding to start his own firm.

Designations and registrations:

  • Accredited Investment Fiduciary® (AIF®)
  • FINRA Series 6, 7, 63, and 66 securities registrations (held through Commonwealth Financial Network®)
  • Life and health licenses

Kevin does what he does because he loves to help people achieve their goals. He has had the opportunity to see clients send their children and grandchildren to college as well as watch them retire and do the things they have been dreaming of their entire working career. Kevin says, “It is exciting to see our clients achieve their goals; knowing that our team played a part in helping them design and execute their financial strategy is very rewarding.”

Kevin and his wife, Christie, reside in Berea, Ohio, with their dog, McDuff. In his spare time, Kevin enjoys reading, traveling, and being outdoors. He currently serves on the Board of Directors for the Cleveland-Akron Chapter of the Society of Financial Service Professionals as well as the Heritage Architectural Review Board in Berea. In addition, Kevin volunteers with the Berea Arts Fest and Junior Achievement of Cleveland.

Christie Davenport, FPQP™

Paraplanner

Christie is a Financial Paraplanner Qualified Professionalwith Davenport Wealth Management. Her responsibilities include working in the financial planning software, cost basis, marketing, and calendar management.

Christie graduated from Baldwin-Wallace College in 2001 with a BA in theater/speech communications.

Designations and registrations:

  • Financial Paraplanner Qualified Professional
  • FINRA Series 6 securities registration (held through Commonwealth Financial Network®)

Christie and Kevin live in Berea, Ohio, with their dog, McDuff. Christie enjoys volunteering, traveling, running, and reading biographies. She currently serves on the Board of Trustees of the Berea Arts Fest. Additionally, Christie volunteers with other organizations such as Junior Achievement of Cleveland, the National Alopecia Areata Foundation, and she is a member of the Women for BW Steering Committee. She has completed numerous 5K and 10K runs, as well as three half- marathons. She will be running her fourth half-marathon on May 20, 2018, to benefit the National Alopecia Areata Foundation. 

Christie also has a passion for helping veterans and their families. In the past, she has volunteered with the Northeast Ohio Foundation for Patriotism (NEOPAT) and Honor Flight Cleveland. In 2013, 2014, and 2016 she served as a guardian to escort World War II veterans to Washington, DC, for a day with the Honor Flight Cleveland organization.

A little more...

Favorite restaurant(s):

Pier W in Lakewood & Mike's in Berea

Favorite book(s):

Unbroken by Laura Hillenbrand 
The Checklist Manifesto by Atul Gawande

Favorite lesson learned:

Laughter is the best medicine.

Ryan C. Olds, CFP®

Wealth Advisor

Ryan is a wealth advisor at Davenport Wealth Management. In this role, Ryan provides independent advice through comprehensive financial planning to individuals and closely held business owners as well as retirement income planning for current retirees. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Ryan focuses on identifying the specific needs unique to everyone and utilizing a customized approach to build a plan around those needs.

Ryan received his bachelor of business administration degree in finance from Ohio University in Athens, Ohio, in 2003.

Designations and registrations:

  • Certified Financial PlannerTM practitioner
  • FINRA Series 6, 7, and 66 securities registrations (held through Commonwealth Financial Network®)
  • Life and health licenses

In 2002, Ryan was a finance major at Ohio University College of Business and attended an internship fair hoping to find his future career. It turns out…he did! that summer, Ryan completed an internship at Northwestern Mutual with Kevin as his mentor, and he fell in love with financial planning.

Since then, much has evolved in the financial planning industry and in Ryan’s life. Ryan first met his wife Katy in junior high and they attended Ohio University together. They have two boys, Rhys and Chase, and a girl…Daisy, their chocolate lab. One thing that hasn’t changed is that they live in Concord, where both Ryan and his wife grew up. Ryan currently serves as the Treasurer for the Concord Youth Baseball League.

Ryan discovered that financial planning was more than just numbers and spreadsheets; it was also about helping people: Helping people simplify the complexities of their financial lives. Helping people make better, more informed decisions. Helping people reduce stress, at least as it relates to their financial lives, so that they can focus their time and energy on the things that matter most to them.

As life continues to become more complicated, it becomes more important to have a plan in place and to have someone who understands what matters to them most.

A little more…

Favorite restaurant:

Winking Lizard

Lenny the Lizard, Skee Ball and free popcorn for the kids; long draught list for Dad!

Favorite book:

Falling Upward by Richard Rohr

This book found me at the right time and had an extremely positive impact on me.

Favorite lesson learned:

Nothing is permanent.

Everything in life is dynamic, the good and the bad, so revel in the good as long as you can and trust the bad won’t last forever.