Get To Know Us
About Us
Meet The Team
JC Davis
JC Davis, Founded Safety First Money Group for one reason, and one reason only—to help protect the retirement funds of Ohioans. Having been personally impacted by financial collapses on Wall Street, in his adult life, he’s intimately familiar with what has happened to the retirement funds of millions of Americans. Utilizing his decades of experience in business development and finance, Safety First Money Group was founded with a commitment to focus solely on creating Safe Money Options at reasonable rates of return for his clients. He created a winning team to do so, combining his decades of experience in business and finance. Today, Safety First Money Group has a combined experience of over 40 years helping people and businesses make key financial decisions.
As a member of the National Ethics Association and a member of the Better Business Bureau, JC reinforces his commitment to assist his clients with protecting a portion of their hard-earned wealth in a manner they can trust so that they have a sustainable lifestyle during their years of retirement and a lasting legacy they can leave behind.
His experience and core commitment; combined with his straightforward and matter- of-fact way of educating and assisting his clients has made him a preferred professional among the older community who are nearing retirement or already enjoying their golden years. In the last 12 years alone, he’s successfully advised thousands with some of their most critical financial decisions.
JC was born in Malad, Idaho; a small farming community about 3 hours north of Salt Lake City, Utah. He learned at an early age to pay attention to the details of the business and the needs of the people as he learned to assist his father in his grocery business. JC is a former member of the U.S. Air Force who was fortunate enough to work on B-52 bombers and has always been a strong community member as he volunteered to coach youth programs in baseball, soccer and lacrosse. He’s lived in the central Ohio area with his wife, Cindy, 4 children and 10 grandchildren for more than 31 years.
Dan Bornstein
Dan is the Manager of Safety First Money Group’s Transfer Department. What this means is, he’s mainly responsible for transferring funds. He also assists with seminars and customer service. Dan holds a BA from the University of Cincinnati and an MBA from Franklin University. He initially had a career in the auto industry but switched to the financial services industry, before eventually joining our team. Helping others is a passion of Dan’s, and this line of work allows him to do that. He’s detail-oriented, reliable, and good with technology. Dan is also a devoted family man. He lives in Reynoldsburg, Ohio with his wife Meredith and their two daughters, Rachel and Anna. He spends most of his time with his family and pets–he has two dogs (Ginger and Daisy) and two cats (Gigi and Linus).