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 believe discipline, teamwork, and dedication are essential to building success.

 

Meet the Wisdom Index Team

Mike Davidson

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.

Chelsi Word

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

Tiffany Diaz

Advisor Assistant

Tiffany graduated from the University of North Texas where she met her husband with whom she’s been married for almost 30 years. She worked several years as a teacher in Dallas before staying home to raise their three children of whom the youngest is a senior in high school. Actively serving with her daughter in the Frisco chapter of National Charity League, traveling and spending time with her family is what she enjoys in her free time. Tiffany worked as a substitute teacher and as a recruiter before joining the Wisdom Index team.