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 will work harder than anyone else.

 

Meet the Wisdom Index Team

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.

Stan Bimmerle CPA

Wealth Advisor

Stan graduated from Texas A&M University in College Station with degrees in Finance and Accounting.  He began his career at a Dallas CPA firm where he worked for five years preparing income taxes for businesses, trusts, and individuals.  In addition, he led the firm’s 401(k) plan and school district audits as well as many of the firm’s local bank and small business audits.  Before joining Wisdom Index Advisors, Stan served as a business unit controller at Dallas-based Trinity Industries where he managed accounting, reporting, billing and collections teams supporting Trinity’s $7 billion railcar lease fleet.  Stan is a Certified Public Accountant (CPA) and a Certified Management Accountant (CMA).  He has been married for 13 years to his wife Katie, and they have three wonderful kids, Claire, Blake, and Grace.  Away from the office, Stan enjoys cycling and going on family camping trips and bike rides.

Garrett Williams

Advisor

Garrett is a recent graduate of Texas A&M University with a degree in Agricultural Business and a minor in Financial Planning. He is currently working towards earning the Certified Financial Planning® designation while gaining invaluable experience to help clients in their journeys towards financial freedom. In his time away from the office, Garrett enjoys spending time with friends and playing pick-up basketball. He is also an avid supporter of Texas A&M Athletics. 

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, ages 17, 14 & 11, 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