Davis Sahr

Background

My story begins with being born and raised in Boise, Idaho, and graduating with an emphasis on a career in the medical field. While I was initially interested in pursuing a medical degree, I discovered that Finance was my true passion. From a young age, I was fascinated by how financial decisions shape outcomes — whether that meant learning how businesses grow or advising clients on investment decisions. I graduated from the University of Utah with dual Bachelor's degrees in Finance and Marketing, maintaining my merit scholarships and Dean's List status across all four years. Throughout my undergraduate years, I solidified my "why" for a Career in Finance through my role as a Financial Planning Analyst at Beagle Financial Services. I found my devotion to be helping clients achieve their financial goals.

This passion for creating value for people solidified my future. It gave me the tools to fully commit to the position I love. After several years of developing experience in asset management and financial coaching, I've grown especially passionate about helping companies design and manage 401(k) plans that truly serve both employers and employees. My goal is to make workplace benefits not just a compliance checkbox, but a genuine engine for retention, loyalty, and financial well-being. Looking ahead, I'm excited to continue raising the standard for transparency, trust, and education in the retirement plan industry.

Education and Licensing

• Completed Dual Bachelor's degrees in Finance and Marketing from the University of Utah

• Licensed in:

• Series 7

• Series 66

• Security Industry Essentials (SIE)

• Life, Health, Property, and Casualty Insurance

Business Focus

• Retirement Plans

• 401 (k), Profit Sharing Plans, Cash Balance Plans, ESOP, SIMPLE IRAs, SEP IRAs

• Financial Strategies

• Financial Planning

• Mutual Funds, Managed Accounts, Stocks, Bonds, ETFs

Recognition

• University of Utah Business Scholars

• Merit Scholarship and Dean's List

• High School State Champion (Golf)

• President of Risk Management for Phi Delta Theta

• Presidential Gold Award (2013)

Interests

• Golf

• Hiking

• Pickleball

• Watching Sports