Missoula, MT W. Front Street Office

Jane Bond is a financial advisor with D.A. Davidson & Co. in Missoula, MT, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her prior roles include positions at STIFEL and RBC Capital Markets. Outside of her advisory work, she serves as a notary public. 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, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative methods to guide investment decisions.

Timothy Kato is a financial advisor with D.A. Davidson & Co. in Missoula, MT, holding Series 63 and Series 65 designations and possessing 42 years of industry experience. He has been with D.A. Davidson & Co. since 1991. 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 services under the Advisers Act fiduciary standard and ERISA fiduciary duties, with a range of advisory solutions including retirement plan services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Wesley Golie is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial and Cetera Investment Services. Outside of his advisory role, he serves as secretary for the Missoula Country Club Men's Association, a nonprofit organization. D.A. Davidson & Co. provides 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 offers specialized advisory services under fiduciary standards and distinguishes itself by serving as a municipal advisor and providing affiliated custodial services.

Vonda Sundt is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at D.A. Davidson since 2009. Outside of her advisory role, Sundt serves as treasurer for the Bondurant Court Homeowners Association. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, operating under the Advisers Act fiduciary standard.

Laurel Saravalli is a financial advisor with D.A. Davidson & Co. in Missoula, Montana, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with D.A. Davidson since 2013. Outside of her advisory role, Laurel 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. offers investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates under fiduciary standards and distinguishes itself by providing municipal advisory services and affiliated custodial offerings alongside comprehensive financial planning and wealth management programs.

Carter Miller is a financial advisor at D.A. Davidson & Co. in Missoula, MT, holding a Series 66 designation with three years of industry experience. Prior to joining D.A. Davidson in 2019, he was a full-time student and briefly worked with the Missoula Osprey. 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.

Sarah Foley is a Series 66-licensed financial advisor with D.A. Davidson & Co. in Missoula, MT, where she has worked since 2016. She has seven years of industry experience and previously was involved with Iron House Brew Pub. Foley also serves as a notary public in Missoula on a limited basis. 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 services such as ERISA retirement plan advice, financial planning, and a private wealth program for clients with significant net worth.

Morgan Eichwald is a CFP® with eight years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2017. Prior to joining the firm, he worked at MT Code School and the University of Montana. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm operates under the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering services such as modular and comprehensive financial planning, retirement plan advisory, and a private wealth program for high-net-worth clients.

Bradley Cederberg is a CFP® professional with 19 years of industry experience, currently serving at D.A. Davidson & Co. since 2006. He is based in Missoula, MT, and holds the Series 66 designation. Outside of his advisory role, Mr. Cederberg teaches a Portfolio Management course at the University of Montana and serves on the advisory board for Trail West Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad spectrum of clients, including retirement plans, individual investors, and charitable organizations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Mark Nicholson is a financial advisor at D.A. Davidson & Co. in Missoula, MT, holding Series 63 and Series 65 licenses with 25 years of industry experience. He 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 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, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Julie Holmes is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. She holds Series 66 and Series 63 credentials and has been with D.A. Davidson since 2005. Outside of her advisory role, she is involved as an educator with Lululemon, where she teaches guests about fabrics and features. 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 operates under fiduciary standards and offers services such as retirement plan advisory, comprehensive financial planning, and private wealth management, distinguished by its municipal advisory activities and affiliated custodial entities.

Megan Ingersoll is a financial advisor at D.A. Davidson & Co. in Missoula, MT, holding a Series 66 credential with six years of industry experience. Her prior roles include positions at State Farm and Grand Plaza, as well as time spent in full-time education. 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, with a focus on fiduciary standards and scenario-based planning methodologies.

Bruce Madsen is a financial advisor with D.A. Davidson & Co. in Missoula, MT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with D.A. Davidson & Co. since 1993. 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 more than $20 million in net worth.

Cynthia Fritch is a CFP®-certified financial advisor with D.A. Davidson & Co. in Missoula, MT, bringing 33 years of industry experience. She has been with D.A. Davidson & Co. since 2001. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides fiduciary-standard advisory services, including ERISA retirement plan support and comprehensive financial planning, and operates unique municipal advisory and custodial services.