Kalispell, MT Timberwolf Pkwy Office

Timothy Schnee is a financial advisor at D.A. Davidson & Co. in Kalispell, MT, with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 1992. Outside of his advisory role, he is treasurer of a family corporation, 5-H Cattle Co. 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 offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Hillary Willett is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and previously worked for A Plus HealthCare for nine years. Willett serves as Treasurer and Secretary of the Foundation for Christ Church Episcopal in Kalispell, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. The firm offers various 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 analysis.

Brian Boyden is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and 23 years of industry experience. He has been with D.A. Davidson since 2017, following a brief tenure at Charles Schwab & Co., Inc. His other business activities include ownership of a rental property outside of securities trading hours. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including 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 clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

Katherine Foreman is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has been with D.A. Davidson & Co. since 1996. Outside of her advisory role, she serves on the board of Freedom 400, a nonprofit organization, assisting with fundraising and budgeting, and is a sales consultant for Norwex, a company selling environmentally friendly cleaning products. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services including retirement plan advisory, comprehensive financial planning, and a specialized Private Wealth program for high-net-worth individuals.

Cody Buck is a CFP® professional with 10 years of experience, currently serving at D.A. Davidson & Co. since 2016 in Kalispell, MT. He holds the Series 66 designation and has spent his entire industry career with 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 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.

Addison Vergara is a financial advisor at D.A. Davidson & Co. with eight years of industry experience and holds a Series 66 designation. His work history includes multiple terms at D.A. Davidson & Co. and a period focused on education. He serves on the boards of two nonprofit organizations: Dream Adaptive Recreation and Daybreak Rotary of Kalispell, where he also acts as treasurer. 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 operates under the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering services such as comprehensive financial planning, equity research, and specialized advisory programs.

Joshua Boyce is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and 11 years of industry experience. He has been with D.A. Davidson & Co. since 2014. Outside of his advisory role, Boyce serves as vice president of his local homeowners association and officiates high school football games in Montana. 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 financial planning, supported by qualitative and quantitative analyses.

Erika Dorrington is a Series 66 licensed advisor with D.A. Davidson & Co. in Kalispell, Montana, where she has worked since 2007, accumulating 19 years of industry experience. She serves as Vice President of the Sweetgrass Homeowners Association, a role she has held since 2023, involving bill payment duties outside of securities trading hours. 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 various advisory programs and financial planning services under fiduciary standards, with additional capabilities in municipal advising and trust services.

Dylan Leese is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and two years of industry experience. He serves on the board of Glacier Lacrosse, a nonprofit organization, where he assists with fundraising efforts. 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, offering comprehensive financial planning and specialized wealth management programs.

Payton Boyce is a financial advisor at D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation with five years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at DoorDash and Brigham Young University-Idaho, and earlier held a role at TL Custom Homes. 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 retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, with specialized services for high-net-worth clients and municipal advisory activities.

Anthony Massicci is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at Citi for five years. Outside of finance, he has experience working at Pete's Cayuga Bar. D.A. Davidson & Co. offers 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 provides ERISA fiduciary-compliant advisory services, comprehensive financial planning, and specialized wealth management programs.

Leslie Mercord is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. She has held her current position since 2003 and previously worked at Merrill from 1999 to 2003. Mercord holds a Series 66 designation and is based in Kalispell, Montana. 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 operates under fiduciary standards and offers a range of services from retirement plan advisory to comprehensive financial planning and private wealth management.

Robert Schnee is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and six years of industry experience. He has been with D.A. Davidson since 2019 and worked in full-time education for ten years prior. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Tyler Bebee is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and 22 years of industry experience. He has worked at D.A. Davidson & Co. since 2004. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporations. The firm operates under the Advisers Act fiduciary standard and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Zachary Barber is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding Series 63 and Series 65 designations and nine years of industry experience. He has worked at D.A. Davidson since 2018 and previously held positions with Horace Mann and affiliated agencies. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.