Our Team
Michael Davis, CFP®, ChFC®, CLU®,
CLTC®
Founder/Financial Advisor
Mike is dedicated to helping his clients focus on what is most important to them. He
helps
develop a clear plan to accomplish their goals, take action toward achieving these
goals, and
monitors their progress along the way.
He has built this practice with a focus on helping families and business owners
identify and
pursue their best possible financial opportunities. He has strategically aligned the
firm with some
of the strongest resources in the financial industry. This ensures that his clients have
access to
world-class teams dedicated to designing solutions to meet their unique financial goals.
Mike has over 30 years of experience in financial services. He is a Chartered Life
Underwriter
(CLU®), Certified in Long-Term Care (CLTC®), Chartered Financial Consultant (ChFC®) and
CERTIFIED FINANCIAL PLANNER™ (CFP®). Mike has been a qualifying member of the Million
Dollar Roundtable (MDRT**) beginning in 2014, including several years as a Court of the
Table
and Top of the Table member. Mike is also a member of the National Association of
Insurance
and Financial Advisors (NAIFA) as well as several local chambers of commerce. He
received
his Bachelor of Science degree from Drexel University.
Michael Davis
Mike cherishes spending time with his wife Christine and their three children. He loves
to travel
with his family, brings them to all sorts of sporting events, and supports his kids in
their own
passions and interests. Mike also enjoys being an active participant in community
organizations
where he currently resides in Leominster, Massachusetts.
Simon Ellis
Financial Advisor
With a career in Financial Services, spanning over 25 years, Simon brings a wealth of
experience to his clients and to the Bright Future Financial team. Throughout his
career, Simon has always strived to improve the lives of the people who have given him
their trust.
Simon firmly believes that the value of having a well thought out financial plan,
specifically tailored to the need of each individual or business, is the key to success
throughout good times and bad.
For 10 years, Simon served as a nationally recognized ‘Partner’, in a top producing
field office of a Fortune 100 Company; helping to recruit and develop the careers of
other financial professionals. Following a series of adverse family medical
circumstances, Simon decided to once again, return to his core fundamentals as an
Advisor and rededicated himself to helping families and business owners secure financial
security, peace of mind and a bright future.
Simon is a member of the National Association of Insurance and Financial Advisors.
(NAIFA) and has a Bachelor of Science Degree (Magna Cum Laude) from Northeastern
University.
Simon Ellis
A veteran and devoted father of two sons, Simon loves to spend his spare time with his
boys and the family dog. When not working, Simon’s passions include the outdoors, global
travel, cooking and providing support to parents dealing with pediatric cancer. Simon is
also a Freemason and a volunteer youth soccer coach, where he resides in Marlborough,
MA.
Eliseo Fuentes
Financial Advisor
Eliseo has over 5 years of experience in the financial industry and over 10 years of
experience in customer service. Throughout Eliseo's career, he has demonstrated a
commitment to excellence, integrity, and client-centric service. Eliseo is known for his
ability to tailor financial solutions to meet each client's unique needs and objectives.
He is deeply passionate about financial education and empowerment. Eliseo consistently
strives to educate his clients and community to help them to make informed financial
decisions. As a trusted advisor, Eliseo is dedicated to building long-lasting
relationships based on trust, transparency, and accountability. He is committed to
staying abreast of industry trends, regulations, and best practices to provide his
clients with the highest level of expertise and service.
Eliseo Fuentes
Eliseo enjoys hiking and is actively involved in his church and various non-profit
organizations. He resides in Fitchburg, MA with his wife Tammy and their dog Zo.
Shawna Flinkstrom
Registered Service Assistant
Shawna is responsible for creating a stress-free experience for Bright Future
Financial’s clients. She brings six years of knowledge and experience as an agent for
New York Life helping individuals prepare for and protect their futures. She has worked
with clients to develop, implement, monitor, and adjust retirement and insurance plans.
She graduated from the University of Massachusetts Lowell, earning a Bachelor’s degree
with a dual concentration in Finance and Management.
Shawna Flinkstrom
When not working with clients, Shawna focuses her attention on her family and three
young children. Growing up in Foxboro, she is an avid Patriots and Red Sox fan. After
meeting her husband in college, she added Bruins to the list. She teaches her children
the value of sports and encourages them to be active participants.
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