About Us
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
William (Bill) Davis
- Senior Financial Advisor
Bill Davis is the founder and Senior Financial Advisor of Up North Wealth Advisors. Over the past 20 plus years Bill has helped hundreds of families and individuals strengthen their financial position. His experiences as a business owner in three different industries brings a unique perspective to the world of investment planning.
Bill received a Bachelor of Science in Agriculture in 1983 from North Dakota State University and before becoming a financial advisor, he was the Dairy Director for the Department of Agriculture in North Dakota. Over the past 30 years Bill has been in the concessioning business, serving local events along with being a partner for Walleye-On-A-Stick at the Minnesota State Fair.
Being one of eleven siblings has exposed Bill to a host of family dynamics and the tragedies of life, while his connection to land and cattle, as well as hunting and fishing has rooted him to the simple things. He and his wife Nancy have 3 children and 13 grandchildren, and as Bill’s mother used to say “there’s always room for one more at the table”.
Bill received a Bachelor of Science in Agriculture in 1983 from North Dakota State University and before becoming a financial advisor, he was the Dairy Director for the Department of Agriculture in North Dakota. Over the past 30 years Bill has been in the concessioning business, serving local events along with being a partner for Walleye-On-A-Stick at the Minnesota State Fair.
Being one of eleven siblings has exposed Bill to a host of family dynamics and the tragedies of life, while his connection to land and cattle, as well as hunting and fishing has rooted him to the simple things. He and his wife Nancy have 3 children and 13 grandchildren, and as Bill’s mother used to say “there’s always room for one more at the table”.
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Kimberly Braley
- Financial Advisor
Kim is a Financial Advisor and office manager with a passion for helping others achieve their financial goals. Raised in Livingston, Montana, she grew up immersed in the outdoors, hunting and fly fishing, which instilled in her a deep appreciation for nature and exploration.
Kimberly graduated from Montana State University in 2013 with a degree in Business Management, laying the foundation for her diverse career. With experience managing small businesses and working in Privacy and Compliance within the healthcare industry, Kimberly brings a unique blend of skills to her work. She has always aspired to own her own business and has found the path to that goal within the financial services industry.
When she’s not advising clients or managing operations, Kimberly enjoys spending time outdoors, traveling, snorkeling, and creating art. An animal lover at heart, she adores going on exploits with her dog/office relationship manager, Riot. Kimberly’s adventurous spirit and commitment to excellence drive her both personally and professionally.
Kimberly graduated from Montana State University in 2013 with a degree in Business Management, laying the foundation for her diverse career. With experience managing small businesses and working in Privacy and Compliance within the healthcare industry, Kimberly brings a unique blend of skills to her work. She has always aspired to own her own business and has found the path to that goal within the financial services industry.
When she’s not advising clients or managing operations, Kimberly enjoys spending time outdoors, traveling, snorkeling, and creating art. An animal lover at heart, she adores going on exploits with her dog/office relationship manager, Riot. Kimberly’s adventurous spirit and commitment to excellence drive her both personally and professionally.