Grand Junction, CO Office

Michael Troyer is a financial advisor with D.A. Davidson & Co., holding a Series 66 license and 14 years of industry experience. Prior to joining D.A. Davidson in 2023, he worked at LPL Financial, Transamerica Financial Advisors, World Financial Group, Bank of America, Merrill, and Fisher Investments. Outside of financial advising, Troyer has been a touring professional golfer and instructor since 1995 and serves on the board of directors for Bookcliff Country Club in Grand Junction, CO. 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 under fiduciary standards, including retirement plan advisory, wealth management, and comprehensive financial planning, and distinguishes itself by participating in municipal advisory and underwriting activities.

John Waite is a financial advisor with D.A. Davidson & Co. in Grand Junction, Colorado, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member for the Rocky Mountain Foundation, a nonprofit that invests funds primarily for Christian organizations. 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 retirement plan advisory to specialized wealth management for high-net-worth individuals.

Cheryl Squier is a financial advisor with D.A. Davidson & Co. in Grand Junction, Colorado, holding Series 63, 65, and 66 licenses and totaling 34 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns and manages several real estate-related LLCs. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm provides comprehensive financial planning and retirement plan advisory services under fiduciary standards, distinguishing itself with municipal advisory and underwriting activities as well as affiliated custodial entities.

Clayton Squier is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at D.A. Davidson & Co. since 2021 and previously held roles at Wells Fargo Clearing and Best Buy. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering a range of services including retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Amy Brooke Martinez is a financial advisor with D.A. Davidson & Co. in Grand Junction, CO, holding Series 63, 65, and 66 designations and 26 years of industry experience. Prior to joining D.A. Davidson in 2021, she worked at Wells Fargo Clearing and Wells Fargo Advisors. She serves as an advisory board member for Beacon Capital Management and is a co-owner and vice president of Christopher Construction, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative methods in its investment approach.