CJ Davidson

I’m the Founder & CEO of Proxy Financial. I work closely with financial advisors and business owners who want to do right by their clients while building businesses designed to last. Proxy was built around a belief that financial advice should be ethical, relationship-first, and focused on long-term protection, not short-term outcomes. My work centers on helping advisors create clarity for their clients and structure for sustainable growth. I take a holistic view of wealth that includes health, perspective, and balance. Outside of work, I enjoy travel, cooking, and learning from different cultures—experiences that shape how I lead and how I think about stewardship and long-term success.