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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Grant Wilburn


704-987-0288 ext 203

Grant assists with retirement planning, client service, tax analysis, and other facets of the financial planning process. Grant is a graduate of Virginia Tech where he received his bachelor’s degree in Applied Economic Management and completed the CERTIFIED FINANCIAL PLANNERTM Certification Education Track. In his spare time Grant enjoys live music, playing guitar, and hiking – a hobby he picked up in his home-state of Virginia.


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