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Tessa P

Series 66

Boise, ID

D.A. Davidson & Co.

Tessa Price is a financial advisor at D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation with six years of industry experience. She previously worked at Key Bank for six years before joining D.A. Davidson in 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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John C

Series 63, Series 65

Boise, ID

D.A. Davidson & Co.

John Corddry is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with D.A. Davidson & Co. since 1996. Outside of his advisory role, he serves as co-trustee for the Corddry Dynasty Trust. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services ranging from ERISA retirement plan advisory to comprehensive financial planning and private wealth management.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Shannon S

Series 66

Boise, ID

D.A. Davidson & Co.

Shannon Shelley is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation and 19 years of industry experience. Shelley has been with D.A. Davidson & Co. since 2000. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, while serving as both an investment adviser under the Advisers Act fiduciary standard and a municipal advisor with affiliated custodial entities.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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James R

Series 63, Series 65

Boise, ID

D.A. Davidson & Co.

James Ripley is a financial advisor at D.A. Davidson & Co. in Boise, ID, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with D.A. Davidson & Co. since 1995. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, individuals, charitable organizations, and corporations. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a dedicated Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Tyler T

Series 66

Boise, ID

D.A. Davidson & Co.

Tyler Thompson is a Series 66-licensed financial advisor at D.A. Davidson & Co. in Boise, ID, with six years at the firm and five years of industry experience. His career includes roles at Fuel Fitness, Montana State University, TKT LLC, and Cottonwood Camp. He serves on the board of the Idaho Shakespeare Festival, a nonprofit organization, where he contributes high-level market commentary. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers comprehensive financial planning and wealth management under fiduciary standards, along with specialized municipal advisory and custodial services.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Eli S

CFA®, Series 66

Boise, ID

D.A. Davidson & Co.

Eli Sanders is a CFA® charterholder with 11 years of industry experience currently serving as a financial advisor at D.A. Davidson & Co. He worked at Robert Baird & Co. from 2014 to 2020 before joining D.A. Davidson & Co. in 2020. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with net worth over $20 million.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Shannon L

Series 66

Boise, ID

D.A. Davidson & Co.

Shannon Logan is a financial advisor at D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation with seven years of industry experience. Prior to joining D.A. Davidson in 2018, Logan worked at Key Bank for 13 years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Kirsten H

Series 63, Series 65

Boise, ID

D.A. Davidson & Co.

Kirsten Haney is a financial advisor with D.A. Davidson & Co. in Boise, Idaho, holding Series 63 and Series 65 credentials with 30 years of industry experience. She has been with D.A. Davidson & Co. since 2010. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Mary M

Series 63, Series 65

Boise, ID

D.A. Davidson & Co.

Mary Muguira is a financial advisor with D.A. Davidson & Co. in Boise, Idaho, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with D.A. Davidson & Co. since 2011. Outside of her advisory role, she serves as Vice President of the Talavera Homeowners Association, a nonprofit organization. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards and provides a range of services such as retirement plan advisory, comprehensive financial planning, and a dedicated Private Wealth program for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Cynthia L

CFP®, Series 63, Series 66

Boise, ID

D.A. Davidson & Co.

Cynthia Lange is a CFP® with 21 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. She holds Series 63 and Series 66 licenses and is based in Boise, Idaho. In addition to her advisory role, she is a notary public for the State of Idaho. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable and corporate clients. The firm offers various services ranging from ERISA retirement plan advisory to comprehensive financial planning and a private wealth program for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Darren S

Series 66

Boise, ID

D.A. Davidson & Co.

Darren Schuldheiss is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation and 18 years of industry experience. Prior to joining D.A. Davidson in 2018, he worked at Key Bank from 2015 to 2018. He serves on the board of directors for the St. Alphonsus Foundation, advising on vision, mission, and giving strategies. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as ERISA plan advisory, comprehensive financial planning, equity research, and private wealth management for clients with substantial net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Jennifer P

CFP®, Series 63, Series 65

Boise, ID

D.A. Davidson & Co.

Jennifer Peterson is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at D.A. Davidson & Co. in Boise, ID, where she has worked since 2011. She holds Series 63 and Series 65 licenses. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Julie P

CFP®, Series 66

Boise, ID

D.A. Davidson & Co.

Julie Preston is a CFP® and holds a Series 66 license with D.A. Davidson & Co., where she has worked since 2017. She has eight years of industry experience, including two years at Deloitte Tax prior to her current role. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Brent P

Series 63, Series 65

Boise, ID

D.A. Davidson & Co.

Brent Peterson is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at RBC Capital Markets Corp for 11 years before joining D.A. Davidson in 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers fiduciary standard advisory services, retirement plan advice, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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