Category: Insurance and Client Services

Barbara Davidson serves as Client Relations Coordinator at Maverick Thomas Capital, where she helps ensure every client receives a seamless, responsive, and personalized experience. She works closely with the advisory team to coordinate client review meetings, assist with account servicing and new account paperwork, and support the day-to-day operations that keep the firm running efficiently

With more than four years of experience supporting Founder & CEO Eric Nagel, Barbara has become a trusted resource for both clients and the team. Her exceptional organization, attention to detail, and commitment to outstanding service help create the high-touch experience that defines Maverick Thomas Capital.
Barbara earned her Associate of Applied Science degree from Robert Morris University and brings a diverse background in administrative support, customer service, and operations across the medical and retail industries.

Outside of work, Barbara enjoys traveling, entertaining family and friends, and exploring her passion for the culinary arts. After attending culinary school, she returned to the kitchen as a lead chef for a local catering company, where she enjoys helping create memorable experiences for weddings, celebrations, and special events.

With a diverse background spanning the hospitality and insurance industries, Alex Nagel brings a strong commitment to client service, organization, and relationship building to Maverick Thomas Capital.

Prior to joining the firm, Alex served as an Operating Partner in the hospitality industry, where he managed complex operations and focused on delivering exceptional client experiences. His experience in hospitality strengthened his ability to anticipate client needs, communicate effectively, and provide a high level of personalized service.

Alex also has experience in the insurance industry as a Benefits Consultant, where he worked with individuals and businesses in connection with employee benefits and insurance solutions. This experience further developed his understanding of insurance planning considerations and the importance of aligning coverage with each client’s individual circumstances and priorities.

At Maverick Thomas Capital, Alex supports the firm’s insurance and client service efforts, helping clients navigate insurance-related needs while working alongside the firm’s advisory team as part of the broader client relationship.

Alex is committed to providing responsive, personalized service and building long-term relationships based on communication, trust, and attention to detail.

When he’s not working with clients, you can catch Alex at an Iowa Hawkeyes football game, fishing, boating, or spending quality time with friends and family.

As a financial professional, Jawan Avant supports individuals, families and business owners with thoughtful, personalized financial strategies designed to help build, protect and preserve their wealth. He specializes in retirement planning, wealth accumulation, life insurance, asset protection and legacy planning. Jawan understands that informed clients make better financial decisions, which is why he prioritizes education as he works closely with clients to develop strategies aligned with their unique goals and long-term vision.

Jawan has seven years of financial services experience. Prior to joining Maverick Thomas Capital, he spent five years at Legacy Wealth Group, where he supported clients with comprehensive financial planning and wealth management guidance. His past experience also includes two years at Northwestern Mutual, where he gained experience in holistic financial planning and client service. Jawan has an associate’s degree in industrial electricity from Prairie State College. He is a licensed life and health insurance producer and has passed the FINRA Series 6 and 63 exams.

Outside of work, Jawan is passionate about giving back to his community. He serves as the assistant treasurer on the board of I Am That Woman Movement, a nonprofit organization dedicated to empowering individuals and strengthening communities. He is especially committed to improving financial literacy and helping underserved communities gain the knowledge and resources needed to build generational wealth.

Jawan lives in the Chicago area with his wife and four children. His family is the driving force behind his passion for helping others achieve financial confidence, protect what matters most and building lasting multigenerational legacies.

In his free time, Jawan enjoys spending time with his family, attending his children’s activities, remaining active in his faith, networking in the community and following sports. A lifelong learner, he also enjoys expanding his knowledge of personal finance, investing and leadership.