Our Values

Shepherd:

We prioritize clients’ needs and care for those entrusted to us.

Foundational Truths:

We believe there is truth and implement that in our planning and investment decisions.

Process Matters:

We developed the Wisdom Index tool to measure what really matters.

Family First:

We believe in the importance of family and seek to put those relationships first.

Ant:

We will work harder than anyone else.

 

Meet the Wisdom Index Team

Michael J. Davidson MEnVE, CFP®, AIF®, CKA®

Wealth Advisor

Graduating from Texas Tech University with two Engineering degrees, Mike began his career helping businesses, governments and non-profits improve their business processes and financial systems at Arthur Andersen. After leaving Andersen in 2002, Mike founded Wisdom Index Advisors to help clients Walk in Wisdom® with their money.  Mike is a Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Kingdom Advisor (CKA) and currently serves on the board of the Dallas Society of Financial Services Professionals (FSP). Mike has been married for 23 years to his wife Renee and they have three great kids, Luke, Taylor and Will.

Garrett Williams

Advisor

After graduating from Texas A&M University in May 2021 with a B.S. in Agricultural Business and a minor in Financial Planning, Garrett immediately began his career at Wisdom Index Advisors. He is currently working towards earning the Certified Financial Planning certification after satisfying the coursework requirement and successfully completing the CFP® Exam in July 2022. Garrett is focused on helping clients Walk in Wisdom® towards their goals of financial freedom. Away from the office, Garrett enjoys caring for his miniature doodle rescue, Vivian, and golfing with friends at local courses.

Chelsi Word

Client Experience Manager

After graduating from Northern Arizona University, Chelsi began her career in financial services over 20 years ago at Vanguard Funds. During her career at Vanguard, Northern Trust and First Horizon, Chelsi specialized in client support and marketing.  After taking a few years off to raise her kids, Chelsi is happy to be back in the financial services field providing high level client services. In her free time, Chelsi avidly supports her children’s activities from soccer to theater, is an active member of Young Men’s Service League and serves on multiple PTA Boards