Our Team

Our Team

Kevin L. Davenport, AIF®

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
  • Member of the Cleveland-Akron Financial Service Professionals
  • Member of the Berea Chamber of Commerce

Kevin does what he does because he loves to help people achieve their goals. Kevin 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. 

Christie Davenport, RP®

Christie is a Registered Paraplanner® with 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

  • Registered Paraplanner® (RP®)
  • FINRA Series 6 securities registration (held through Commonwealth Financial Network®)

Christie and Kevin live in Berea, Ohio, with their dog, McDuff. Christie enjoys volunteering, CrossFit, traveling, running, and reading biographies. In 2016, she was named president of the Berea Arts Fest. Christie also volunteers with other organizations such as Playhouse Square Partners and Junior Achievement of Cleveland, and she serves at her church as a helper with the Children’s Ministry as well as a greeter. She has completed numerous 5K and 10K runs, as well as three half marathons. In addition, Christie 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 the day with the Honor Flight Cleveland organization.

Ryan C. Olds, CFP®

Ryan is a wealth advisor at Davenport Wealth Management. In this role, Mr. Olds 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.

Mr. Olds received his Bachelor of Business Administration degree in Finance from Ohio University in Athens, OH in 2003.

Designations and registrations

  • Certified Financial PlannerTM Practitioner
  • FINRA Series 6, 7, 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! Ryan completed an internship at Northwestern Mutual with Kevin as his mentor that summer and 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 he and his wife grew up.

Ryan discovered that financial planning was more than just numbers and spreadsheets, but 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.