Senior Vice President and Financial Advisor and Certified Wealth Strategist®| Certified Plan Fiduciary Advisor
D.A. Davidson Companies is an employee-owned financial services holding company offering a full menu of integrated brokerage, capital markets, money management, trust and wealth management services.
We work with successful families and professionals. We help our clients address there five biggest concerns; enhancing their wealth, mitigating taxes, taking care of their heirs, protecting their assets and charitable giving. We use a consultative process to gain a detailed understanding of our clients deepest values and goals. We employ customized recommendations designed to address each client's unique needs and goals beyond simply investments.
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