Our Team

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 20 years 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**) for seven years, beginning in 2014, including Court of the Table in 2021 and Top of the Table in 2022. Mike is also a member of the National Association of Insurance and Financial Advisors (NAIFA) as well as the Estate and Business Planning Council of Worcester County. 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, bring them to all sorts of sporting events, and support 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.

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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**The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.