About Us

At Tri-Strand Financial, your dreams matter to us. We understand the financial challenges that make it harder for individuals, families, seniors and small businesses to achieve their goals, and we’re ready to provide the assistance you need. We believe your financial success, no matter your current situation or economic status, is achievable. I know that when people take Good Advise and put it into Action they see Great Results.

Our mission, to help build and protect wealth for families and businesses extends to you, so you don’t have to go it alone. We will walk alongside you on your journey to financial success, helping you assess your situation, understand how money works, and find the products and services that can best fit your needs. No matter what your goals, it’s important to start taking control of your money now! Your better tomorrows can begin today!

How We Got Started

I, Jill Davis, Began a financial training journey in 2002. I studied the foreclosure industry because my grandmother was an expert in the 1950's. I broadened my education in Real Estate, 1031, Investment, Financial Planning, Budgeting and Goal Setting.

When the real estate market crashed in 2007 - I became a needed commodity to many professionals and homeowners that were in trouble with their homes and commercial properties. This was the beginning of a decade helping people with their foreclosure crisis. I began to see a common denominator in most of the people that I met with, whether they made $30,000 or $3 Million per year, they lived outside of their means. So, I began a mission to shift the financial mindset of every person and business owner I meet!

Products & Services
Financial Trainer by Tri-Strand Financial
I "Leave No Family Behind" with their financial future. I love to give free financial training at my office or in your home; as my passion is to ed...
Recommendations Given (11)
"Kathy is great to work with! She is very attentive to our needs and always follows up when she..." Read more "Kathy is great to work with! She is very attentive to our needs and always follows up when she says she will. Very professional and I would recommend working with her "
"Steve was very creative and a great corporate mentor and coach!"

Team

Financial Trainer