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David P

Series 63, Series 65

Spokane, WA

D.A. Davidson & Co.

David Pollock is a financial advisor with D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with D.A. Davidson & Co. since 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, modular and 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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Tyler C

Series 65, Series 63

Spokane, WA

D.A. Davidson & Co.

Tyler Crume is a financial advisor with D.A. Davidson & Co. in Spokane, WA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior experience includes roles at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Bank. 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 a range of services such as ERISA retirement plan advisory, financial planning, and wealth management, distinguishing itself with municipal advisory activities and affiliated custodial entities.

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

Series 66

Spokane, WA

D.A. Davidson & Co.

Besse Bailey is a financial advisor at D.A. Davidson & Co. with one year of industry experience. Prior to joining D.A. Davidson, Bailey spent 18 years at Mountain West Bank, a division of Glacier Bank. Bailey holds a Series 66 designation and is based in Spokane, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and a Private Wealth program for clients with more than $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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Jessicca R

Series 66

Spokane, WA

D.A. Davidson & Co.

Jessicca Rude is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience and holds a Series 66 designation. She has been with D.A. Davidson since 2016. Outside of her advisory role, she serves as Board Treasurer for the Koru Multicultural and Diverse Library and as Board Secretary for the Aspire Community Theatre. 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 the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering services ranging from 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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Buddy H

Series 63, Series 65

Spokane, WA

D.A. Davidson & Co.

Buddy Honshell is a financial advisor with D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with D.A. Davidson & Co. since 2011. Outside of his advisory role, he serves on the board of directors for the Brickert Country Estates Homeowners' Association in Post Falls, ID. D.A. Davidson & Co. offers 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 provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a specialized Private Wealth program for clients with more than $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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Christopher C

Series 63, Series 66

Spokane, WA

D.A. Davidson & Co.

Christopher Codd is a financial advisor with D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at MERCER Investments, LLC for 17 years and at MGI Funds Distributors, LLC for 2 years. Outside of his advisory role, Mr. Codd serves on the housing board of Catholic Charities of Spokane and holds board positions with the Catholic Diocese of Spokane Foundation and other local nonprofit organizations. 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 emphasizes fiduciary standards and offers a range of services such as ERISA plan advisory, 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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Daniel C

CFA®, Series 65, Series 66

Spokane, WA

D.A. Davidson & Co.

Daniel Cronen is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2015. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he acts as an executor for an estate, overseeing asset distribution according to the will. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

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

Series 63, Series 65

Spokane, WA

D.A. Davidson & Co.

Lynnae Gonzales is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2015. Outside of her advisory work, she operates a Mary Kay Cosmetics business as a sole proprietor. 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 services under the Advisers Act fiduciary standard and ERISA duties, with capabilities spanning retirement plan advisory, 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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Dennis A

Series 66

Spokane, WA

D.A. Davidson & Co.

Dennis Andres Jr. is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services LLC, Key Bank NA, and TIAA prior to joining D.A. Davidson. 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 advisory services under fiduciary standards, including retirement plan management and wealth planning for high-net-worth individuals.

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

Series 66

Spokane, WA

D.A. Davidson & Co.

Micaela Stinson is a Series 66-credentialed financial advisor with seven years of industry experience. She has worked at D.A. Davidson & Co. since 2022 and previously held positions at Ameriprise, Cuso Financial Services, and Numerica Credit Union. Stinson is also a notary public in Spokane, WA. 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 from financial planning to municipal advisory and operates affiliated custodial entities, distinguishing itself in both scope and operational capabilities.

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

Series 66

Spokane, WA

D.A. Davidson & Co.

Brian Pedey is a financial advisor at D.A. Davidson & Co. in Spokane, WA, holding a Series 66 designation with 13 years of industry experience. He has been with D.A. Davidson & Co. since 2013. Outside of his advisory role, he owns farmland where alfalfa or barley is grown. 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 retirement plan advisory, 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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John L

Series 63, Series 65

Spokane, WA

D.A. Davidson & Co.

John Lee is a financial advisor at D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with D.A. Davidson & Co. since 2009. 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 specialized wealth management 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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Matthew S

Series 66, Series 65

Spokane, WA

D.A. Davidson & Co.

Matthew Santangelo is a financial advisor at D.A. Davidson & Co. in Spokane, WA, with four years of industry experience. He holds Series 65 and Series 66 registrations and has previously worked at Baxter Healthcare Corporation and with the City of Spokane Parks & Recreation. Outside of his advisory role, Santangelo serves as a radio media commentator for the Gonzaga University men's basketball program through IMG, Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and corporate clients. The firm offers services under fiduciary standards and integrates both qualitative and quantitative tools for investment recommendations, distinguishing itself through municipal advisory activities and affiliated custodial services.

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

Series 66

Spokane, WA

D.A. Davidson & Co.

Madison Deadmarsh is a financial advisor at D.A. Davidson & Co. with two years of industry experience. She holds a Series 66 designation and has worked previously at Gonzaga University and Cochrane & Company. 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 provides ERISA fiduciary retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard.

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

Series 63, Series 65

Spokane, WA

D.A. Davidson & Co.

Bruce Pedey is a financial advisor at D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with D.A. Davidson & Co. since 2002. Outside of his advisory role, he is a partner and owner of Falcon Farms, a farmland investment in Bonners Ferry, Idaho. 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 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 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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