Meet 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.
Mike was proudly named by Forbes on this year’s ranking of Top Financial Security Professionals in each state across the country. His goal is to serve clients with unmatched excellence, so this award is a reflection of the real value I deliver to his clients. Mike strives to continue to prioritize providing reliable solutions and guidance to his clients.
He was chosen as one among a very small group of insurance professionals in the state to receive the recognition this year. The list features a ranking of the best insurance professionals whom families rely on for wealth preservation and protection. Financial Security Professionals were selected by an independent research firm based on various qualitative and quantitative data and one simple notion: “Would we recommend these professionals to a family member or friend?”. You can learn more about SHOOK Research’s methodology here https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/.
Data provided by SHOOK®Research, LLC. Data as of 12/31/24.
Source: Forbes.com (July, 2025).
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, service models, planning services, team structures and expertise, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions; individuals must choose the right FSP based on their unique needs and circumstances. SHOOK’s research, rankings and opinions are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Personal Bio
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. Upon partnering with Bright Future Financial, Simon returned 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.
Personal Bio
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.
Personal Bio
Shawna Flinkstrom
Paraplanner
Shawna is dedicated to providing Bright Future Financial’s clients with a seamless, stress-free experience. With six years of experience as an agent at New York Life prior to joining the BFF team, she has helped individuals plan for and protect their financial futures. Her expertise includes developing, monitoring, and adjusting personalized retirement and insurance strategies. She earned her Bachelor’s degree from the University of Massachusetts Lowell, where she completed a double concentration in Finance and Management.
Personal Bio
Darryl Santana
Director of Business Operations
As Director of Business Operations, Darryl brings over a decade of experience in the financial services industry, with a strong background in both field operations and auditing. Prior to this role, Darryl spent more than 14 years at New York Life, including seven years supporting the Boston General Office and seven years in auditing, where he developed deep expertise in compliance, process improvement, and operational efficiency. Darryl is committed to creating streamlined systems that support both advisors and clients, ensuring that our business runs smoothly and effectively.
Personal Bio
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Jack Jaillet
Customer Service Associate
As a Customer Service Associate at Bright Future Financial, Jack is dedicated to ensuring every client experience is welcoming, efficient, and stress-free. With a strong passion for helping others, he serves as a reliable first point of contact for clients, assisting with questions, scheduling, and providing day-to-day support for the advisory team. Jack prides himself on attention to detail, clear communication, and creating a positive experience for every client interaction.
