Jeremy Watson spent 18 years as a Youth Director and Pastor in the Presbyterian Church before making the transition into Financial Services in 2016. He has broad experience in the areas of teaching, counseling, communication, and team management.
Jeremy is a:
- Certified Financial Planner™ having fulfilled the CFP Board’s rigorous standards and adhering to their strict ethical standards.
- Investment Advisor Representative, registered through the Financial Industry Regulatory Authority (FINRA) and the State of Oregon Division of Financial Regulation.
- Enrolled Agent, the highest tax practitioner credential that the IRS awards, with unlimited practice rights.
- Licensed Tax Consultant, licensed through the Oregon Board of Tax Practitioners.
Jeremy and his wife, Julie, have 3 kids, ages 15, 9, and 7. He loves biking, snowboarding, coaching sports, reading, and volunteering in the community.
Tony Davidson has a broad range of financial expertise. He has been an Accountant since 1979 and a Certified Public Accountant since 1983. He has been the Owner of Tony H. Davidson, CPA, PC since 1985 and has served hundreds of clients over the years, ranging from individuals to trusts to small businesses to corporations.
He has been the Fiscal Manager of Albina Head Start since 1993, and also served as the Chief Financial Officer of Cascade Occupational Medicine Physicians, Inc. from 2000-2010.
In 2007, Tony became an Investment Advisor, forming Tony H. Davidson Comprehensive Financial Management, which became Davidson & Watson Financial in 2019.
Tony is married to Pam, and they have 2 grown children and 2 growing dogs. He served for 17 years as a Church Treasurer, nearly as many years as a Youth Group volunteer, and is an avid golfer.
Davidson & Watson Financial is a Registered Investment Adviser, licensed in Oregon. Prior to conducting business in any other jurisdiction the firm will ensure all licensing requirements or exemptions from licensing are met.