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About Us

WEALTH VISION ADVISORS LLC® was created through a collaboration between two highly credentialed financial planners, Joe Davison and Mike Gregg.  Joe’s background includes 30 years in the financial services and consulting industry while Mike has 14 years of wealth management experience. Each had already built a portfolio of select clients in San Francisco, San Diego and the Palm Desert area, and by combining their practices they gained the ability to leverage each other’s expertise to offer more comprehensive wealth management and financial planning services. We partner with LPL Financial, one of the nation's leading financial services companies, for transaction and research support.

Joseph D. Davison, CPA, CFP®
Founder, Managing Partner
CA Insurance License #0E39860

(415) 677-9611

joe.davison@wva.llc

Joe's passion for planning and helping clients work toward retirement independence has arisen from his extensive experience in the financial services and consulting industry. Joe understands that sound financial decision-making...

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Michael A. Gregg, CFP®
Founder, Managing Partner
CA Insurance License #0E90606

(415) 677-9611

mike.gregg@wva.llc

Mike grew up in the Midwest, and he developed an affinity for personal and family money matters at an early age. In fact, he hired his first stock broker at the age of 12, a gentleman fifty years his senior who mentored Mike throughout...

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Jane Mackey, CPA,
Client Services & Operations Consultant

(415) 677-9611

Jane.mackey@wva.llc

Jane enjoys helping people stay on top of their finances with over 15 years experience in the financial arena. She graduated from University of Pennsylvania's Wharton School of Business with a BS in Economics and from Duke University...

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Joelle Craker,
Administrative Associate

jcraker@fsnweb.com

In her role as Administrative Associate, Joelle provides administrative support to our team and specializes in assisting our advisors with all aspects of professional services to our clients. Joelle has been assisting Financial...

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