Missoula, MT W. Front Street Office

Jane Bond is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at STIFEL and RBC Capital Markets. Bond is also a notary public in Missoula, MT. 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 services ranging from retirement plan advisory to comprehensive financial planning and a private wealth program for high-net-worth clients.

Timothy Kato is a financial advisor with D.A. Davidson & Co. based in Missoula, MT. He holds Series 63 and Series 65 designations and has 42 years of industry experience, including 35 years with D.A. Davidson. 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 offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Wesley Golie is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at D.A. Davidson since 2016, previously working at LPL Financial from 2016 to 2020. Golie serves as secretary of the Missoula Country Club Men's Association, a nonprofit organization, where he attends board meetings and helps run the men's league. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Vonda Sundt is a financial advisor with D.A. Davidson & Co. in Missoula, MT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at D.A. Davidson & Co. since 2009. Outside of her advisory role, Sundt serves as treasurer for the Bondurant Court Homeowners Association. D.A. Davidson & Co. offers 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 provides comprehensive financial planning, ERISA retirement plan advisory, and specialized services for clients with over $20 million in net worth, operating under fiduciary standards that incorporate qualitative and quantitative investment analysis.

Laurel Saravalli is a financial advisor with D.A. Davidson & Co. in Missoula, MT, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with D.A. Davidson & Co. since 2013. Outside of her advisory role, she serves as a notary public for the state of Montana and is a barre instructor for the Lifelong Learning Center through Missoula County Public Schools. 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 operates under fiduciary standards, offering services such as ERISA retirement plan advisory, financial planning, and a private wealth program for clients with over $20 million in net worth.

Carter Miller is a financial advisor at D.A. Davidson & Co. with three years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2019. His prior work includes a position with the Missoula Osprey and full-time studies before entering the financial industry. 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 services such as ERISA retirement plan advisory, financial planning, and a specialized Private Wealth program for high-net-worth clients.

Sarah Foley is a financial advisor with D.A. Davidson & Co. in Missoula, MT, holding a Series 66 designation and eight years of industry experience. She has been with D.A. Davidson & Co. since 2016 and previously worked at Iron House Brew Pub from 2015 to 2018. In addition to her advisory role, she is a notary public operating as a sole proprietor. D.A. Davidson & Co. offers 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 provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Morgan Eichwald is a CFP®-certified financial advisor with D.A. Davidson & Co. in Missoula, MT, where he has worked since 2017. He has nine years of industry experience, including roles at the University of Montana and MT Code School. 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 follows fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, comprehensive financial planning, and discretionary investment management.

Bradley Cederberg is a CFP® professional with 20 years of experience at D.A. Davidson & Co., where he has worked since 2006. He serves as a faculty instructor at the University of Montana, teaching a Portfolio Management course. Additionally, he holds roles as a director on the advisory board of Trail West Bank and is involved in the administration of real estate investment entities. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, financial planning, equity research, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative methods in its advisory process.

Mark Nicholson is a financial advisor at D.A. Davidson & Co. in Missoula, MT, with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with D.A. Davidson & Co. since 2001. 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 services such as ERISA retirement plan advisory, financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Julie Holmes is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with D.A. Davidson since 2005. Outside of her advisory role, she works as an educator for Lululemon, providing guests with information on fabrics and features. D.A. Davidson & Co. delivers 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 with a focus on both qualitative and quantitative investment analysis.

Megan Ingersoll is a financial advisor with D.A. Davidson & Co. in Missoula, MT, holding a Series 66 designation and six years of industry experience. She has worked at D.A. Davidson & Co. since 2019 and previously held roles at State Farm and Grand Plaza. 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 private wealth management for high-net-worth individuals, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Bruce Madsen is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. He has held his current role at the firm since 1993 and holds Series 63 and Series 65 designations. 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, 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.

Cynthia Fritch is a Certified Financial Planner® with 34 years of industry experience, currently serving at D.A. Davidson & Co. since 2001. She holds Series 63 and Series 65 licenses and is based in Missoula, Montana. 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 operates under fiduciary standards and provides a range of services, including retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients.