Meet the Team

Lurie Davis

President & CEO
Financial Advisor

Our founder is a native of Lynn, Massachusetts. He received his Bachelor of Science in psychology with a minor in business administration from Springfield College in 1986.

His background in the industry began more than 29 years ago at Pioneer Investments^®. There he specialized in mutual funds and pensions. Later, he moved on to Fidelity^® Investments in their marketing and sales department. Following this period, he served at New England Securities Corporation™ for more than five years as regional marketing specialists before moving to Morgan Stanley™ as investment advisors. He is a board member at They Made It...So Can I, Inc.™ 5th Grade Speakers Series.

In 2007, behind this long track record of success, he founded Lurie Davis Wealth Management LLC to offer comprehensive asset management service. We are one of the leading places to go to for creating wealth. Ultimately, we help you achieve your financial goals and secure a brighter future for your family.

Tammy Kaiser

Financial Advisor

Tammy Kaiser, CPA, CIA, CFE (retired) is a registered investment advisor. She received a Bachelor of Science in Accounting from Truman State University and a Master of Accounting degree from the University of Missouri, St. Louis.

She joined LDWM in June 2022 as an investment advisor representative at the Illinois branch. Tammy has more than 32 years of experience in accounting, budgeting and financial analysis. She spent 24 years as a postal inspector/federal law enforcement officer investigating investment fraud, mortgage fraud, money laundering and identity theft and educating consumers on how to avoid becoming victims of fraud. Prior to that, she was an auditor for the state of Missouri.

She taught courses in forensic accounting and identity theft at St. Xavier University in Chicago. She has facilitated financial literacy programs for Junior Achievement and local churches. Tammy has a passion for helping families understand their financial situation and set achievable financial goals.

Traci Johnson

Paraplanner/Financial Advisor

Traci Johnson is a Paraplanner and Investment Advisor Representative for Lurie Davis Wealth Management, LLC (LDWM, LLC). She joined the firm in September 2022. She is also a partner and co-founder of a real estate investment firm. She has over 25 years of finance and investment industry experience, including investment banking, real estate investing, and budgeting. Prior to joining LDWM held positions with Stifel, Nicolaus & Co., and Stern Brothers & Company. She enjoys philanthropy and is actively involved with several not-for-profit organizations within her community..

She received her Bachelor of Science in Business Administration with an emphasis in Finance from Truman State University in Kirksville, Missouri, and her M.B.A. from Fontbonne College in St. Louis, Missouri.