Ted joined D.A. Davidson & Co. in 2020 when he and his team moved from Wells Fargo Advisors. He has a broad knowledge of the financial services industry, honed from over 30 years of experience serving as a Financial Advisor. Ted's skills are around wealth management where he focuses on portfolio design and construction, account trading and reviews, understanding investment objectives, cash and liquidity needs, tax loss harvesting, capital gain management, and economic research. Ted is a long time resident of the Carson Valley where he raised three grown children and has a track record of community involvement. Ted enjoys golfing, snowboarding, snow biking, boating, and supporting local businesses.

Megan also joined D.A. Davidson & Co. in 2020 from Wells Fargo Advisors. She has over 16 years of experience in the financial industry and held various roles with Wells Fargo prior to becoming an advisor. In 2018, Megan earned her Chartered Retirement Planning Counselor designation, designed to help create financial road maps for her clients. Megan runs client relationship management and financial planning for the team. Her focus is on understanding client's key financial vitals, advanced planning and protection strategies, budget management, estate planning, retirement income planning, and engaging strategic partners- both internally and externally. Megan is a native Nevadan, a local business owner in the Carson Valley and is very community oriented. She enjoys spending time with her daughter and taking advantage of the of the numerous outdoor activities available in the region.

Alex is a recent graduate of the Master of Business Administration program at the University of Nevada, Reno. He joined D.A. Davidson & Co. in 2021. Alex's focus is on operations and practice management. He helps with administrative tasks, asset movement, scheduling, new client onboarding, event planning, and marketing. Alex was born and raised in the Carson Valley and is well connected in the community. He enjoys fitness and various outdoor activities in his free time.