705 Griffith Street

Suite 301

Davidson, NC 28036 



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Our Team

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Daniel Tobias, CFP®, PPC™

Senior Financial Advisor

704-987-0288 ext 202

As a CERTIFIED FINANCIAL PLANNERTM Professional, Dan has a diverse set of skills and responsibilities. He works with many of our clients on asset allocation and selection to full retirement, estate and insurance analysis and planning. Believing strongly in the value of fee-only unbiased advice, Dan is a member of the National Association of Personal Financial Advisors (NAPFA) and currently serves on the South Regional Board as well. As a Professional Plan ConsultantTM he manages our corporate retirement program. Prior to joining Davidson Capital he worked as a CFP® Professional at a Registered Investment Advisory firm in South Florida. Dan started his career with IBM in the Business Consulting and Financial Services Divisions where he worked with several federal and state agencies to improve their technology and efficiencies. Dan also brings a hefty global perspective as he and his wife spent 21 months traveling around the world in 2009-2010; something they won’t soon repeat with their twin daughters, Amira and Nora, their son Samuel, and their lab Waldo.


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Kimberly Chmielewski

704-987-0288 ext 205

Kimberly brings a diverse financial background with more than 20 years of banking and financial services experience to Davidson Capital.  After starting her career in the mid 90's with one of the largest retail banking institutions, it didn't take long for Kimberly to find her niche within the wealth management arena. Kimberly enjoys working with clients to ensure they achieve their financial goals and are actively living the life they imagined.  She has a breadth of experience and knowledge in investor relations, operations and on-boarding.  Kimberly managed a boutique wealth management practice in Sarasota, Florida before relocating to the Lake Norman area with her family in early 2017.  Kimberly is an avid tennis player and when she's not on the court, she enjoys reading, hiking and spending time at her mountain home with her husband, two children and daughter-in-law. 

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Taylor Wood

704-987-0288 ext 207

Taylor assists with retirement planning, client service and other facets of the financial planning process. Taylor graduated from the University of Georgia where she received a bachelor’s degree in Financial Planning. She is currently working toward attaining a Certified Financial PlannerTM certification. Outside of work, Taylor enjoys reading, hiking, trying out new restaurants and live music.


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