Our Team & Strategic Partners

Financial Advisor

 

Ted Rich

Senior Vice President, Financial Advisor

Ted has extensive knowledge of the financial services industry, honed from years of experience serving as a financial advisor as well as in other roles. He joined D.A. Davidson after previously working as an advisor with Wells Fargo Advisors for 30 years and following a successful career as a salesperson in other industries. Ted is a longtime resident of the local area, has a lengthy track record of community involvement and raised his two grown sons and one daughter in the Carson Valley. A graduate of San Jose State University, he earned a bachelor's degree in mass communications and marketing.

 

 

 

 

 

Megan Phillips, CPFA, CRPC®

Senior Vice President, Financial Advisor

Megan has a strong background in financial services. Before joining D.A. Davidson, she had been with Wells Fargo since 2008. She served with Wells Fargo Advisors following work with Wells Fargo Bank as a personal banker, business banking specialist and regional private banker. To round out her professional knowledge, Megan has earned the Chartered Retirement Planning Counselor designation, designed to help her create financial road maps for her clients, and the Certified Plan Fiduciary Advisor credential, demonstrating her experience working with retirement plans. She enjoys spending time with her daughter and taking advantage of the numerous outdoor activities available in the region.

 

 

 

 

 

Cheryl Cheney

Senior Registered Associate

Cheryl is a vital part of the Rich Concepts team and is known for delivering exceptional client service. Cheryl oversees day-to-day administrative work and works to ensure that trading and operational duties, as well as many of the team's communications, are completed. She joined D.A. Davidson with extensive experience in the financial services industry after working in supporting roles for more than 40 years, all previously with Wells Fargo. Away from the office, Cheryl's main focus is on spending time with her daughter.

 

 

 

 

 

 

Alex Harker

Staff Aide

Alex is a recent graduate of the University of Nevada, Reno-College of Business, Marketing and he is currently enrolled in their Graduate Student MBA Program. Alex has known Ted for many years and looks forward assisting him, Megan and Cheryl in helping enhance our client experience. In his free time, Alex enjoys fitness and the outdoors. He has helped with Rich Concepts Investment Group client events for the last couple years and looks forward to this new and greater role with our team.

 

 

 

 

 

 

Strategic Partners

Danielle Thies, CFP®, FPQP®
 
Associate Vice President, Senior Planner
 
Danielle creates holistic, tailored and objective wealth planning solutions by helping clients understand their options and make decisions designed to constructively advance them toward achieving their family's individual and collective goals. Danielle is Series 7 licensed and is a registered investment advisor representative. She is a CERTIFIED FINANCIAL PLANNER™ and Financial Paraplanner Qualified Professional™. Before joining D.A. Davidson in June 2014, Danielle worked in the mortgage industry. She holds a bachelor's degree in mathematics/economics from the University of California, Los Angeles. Danielle was born and raised in San Diego, California. Outside of work, she enjoys traveling, hiking and going to the beach.
 
 
 
 
 
 
 
 
 
 
 
Ryan Halleran
 
Sr. Vice President, Director of Wealth Planning
 
Ryan joined D.A. Davidson in 2021, bringing diverse industry experience to the role of Director of Wealth Planning. He most recently served as the Advanced Planning Team lead for a Seattle-based RIA focused on ultra-high net worth clients. In that role, he led the build-out of a bespoke planning process to address the complex needs of clients in the space. Ryan has been able to draw on his years of experience as a financial advisor at Morgan Stanley, Wells Fargo and UBS, beginning as a solo practitioner and moving to high-producing teams, with an emphasis on wealth planning, tax mitigation, asset transfer and philanthropic giving strategies for high net worth clientele. In addition to deep financial services experience, Ryan's passion for leadership has led him to community positions early in his career, including President of his Rotary Club chapter, founding a Young Professionals organization, serving two elected terms on the Community Council of Anthem, AZ, and President of the Council in 2016. Ryan holds a bachelor's degree from the University of Washington and a law degree in business/ tax law from the University of Idaho. He lives in Sammamish, WA, with his wife and two daughters.
 
 
 
 
 
 
 
 
 
 
Rob Roels, CFP®
 
Vice President, Associate Director of Wealth Planning - Development Lead
 
Rob is a CERTIFIED FINANCIAL PLANNER™ who loves to sit down with clients and really get to know them. His aspiration with each client is to fully understand their financial status, help them identify their goals and hopes for the future, and assist them with realizing that future. Rob joined D.A. Davidson in 2021 following work as the senior financial planner for Umpqua Private Bank, where he led the planning efforts for the firm. His 30-year career in banking and financial services has included a wide range of roles and responsibilities, both internally and client facing. When he's not helping clients turn their dreams into realities, Rob can usually be found on the go in the great outdoors, whether that's watching birds, hiking, kayaking, or snowshoeing. You might otherwise find Rob attending a Portland Timbers soccer match or donating his time with the 107ists, the nonprofit arm of the Timbers Army. He also volunteers with Stand Together, an organization that partners with local groups to revitalize communities and empower youth and families through sport.