History
For more than 80 years, the financial professionals at D.A. Davidson & Co. have worked to provide the best in personalized service to individuals, families, businesses, and institutions. Founded as a Montana brokerage, our company has grown to be a leading financial services holding company that is proud to maintain its Western roots and uphold a rich tradition of community involvement. We encourage and celebrate volunteerism and giving. Community responsibility isn't just part of D.A. Davidson Companies' culture; it's the way we do business.
Specialties
I give direct, face to face personalized and professional advice and education to individuals, families, and businesses, and assist them in simplifying the investment process by putting their money to work for them. I help my clients identify and achieve their short, mid, and long-term goals and help them minimize their risk and maximize the probability of reaching their financial goals.