For Jake E. Davis, leadership begins with protecting what matters most: families. As the founder of The Davis Agency, Jake has built his business around a simple promise: everyone deserves the peace of mind that their family is protected.

Before joining Symmetry Financial Group in 2012, Jake spent years in sales. Primarily in office equipment, earning six figures but feeling unfulfilled. “It was a great job, but it wasn’t mine,” he recalls. “I was burning out.” What drew him to Symmetry was the chance to combine financial freedom with genuine impact: to help families secure their futures while mentoring others to do the same.

Jake entered the business “broke and broken,” but his persistence and commitment to personal growth transformed both his mindset and his life. Today, he leads a thriving agency rooted in self-development, mentorship, and family values. “I’ve grown so much as a person and developed as a leader,” he says. “It’s impossible to lead others if I can’t first know and lead myself.”

His success is built on what he calls Symmetry’s success framework:

“If it wasn’t for the 4 Keys to a Successful Week and the 4 Cornerstones of Success, I wouldn’t be here. Grade yourself on these regularly, seek feedback, make the necessary changes and you’ll reap the rewards.”

Through Symmetry, Jake found what he had always wanted: time, financial freedom, and a positive culture. He now enjoys a balanced life with his wife, Phyllis, and their sons, Gavin and Kade, cherishing both family time and the ability to leave a lasting legacy. “Being able to pass this agency to my family is huge to me, a legacy,” Jake shares.

His advice to new agents is simple but powerful:

1. Set specific goals with clear timelines.

2. Don’t overthink, the system works if you do.

3. Help others succeed; fulfillment follows impact.

Jake Davis has gone from corporate burnout to building a business defined by purpose, growth, and genuine freedom and he’s determined to help others do the same.