From left to right: AlexDabney,Financial Advisor; Deb Matus, Registered Client Associate; Jim Webster, CWS®Senior Vice President, Financial Advisor, Portfolio Manager.

Welcome. Thank you for taking the time to get to know our team and our practice. At Webster Wealth Management (WWM) we offer professional family wealth planning and personalized solutions to help our clients achieve their life aspirations by growing, preserving, and passing on their wealth. This is accomplished with a particular focus towards minimizing risk while retaining total transparency. Helping families and institutions achieve their financial objectives is a charge WWM takes seriously.

Webster Wealth Management embraces the highest practice standards of the financial services industry. To this end, WWM is a member of the Center for Fiduciary Studies, a non-profit organization based in Pittsburgh, PA dedicated to the promotion of such standards.

D.A. Davidson's Montana roots embody an approach that is anchored in the values of a company that is as independent as you are.

About the Team:

Jim Webster:

Jim joined D.A. Davidson in 1999 after working at Merrill Lynch, FBS Investment Services and Kidder, Peabody in the investment industry.  He has 30 years of experience in the financial services marketplace.

He served with the U.S. Navy, including on board the USS John Hancock (DD-981), and earned several military awards including two Navy Achievement medals.

He holds an MBA from the Franklin W. Olin Graduate School of Business at Babson College, Wellesley, Massachusetts, and a bachelor's degree from St. Lawrence University, Canton, New York. He is a Registered Investment Advisor Representative, has completed the Accredited Investment Fiduciary® program and the academic requirements for Preferred Portfolio Management. He has also earned his Certified Wealth Strategist (CWS®) designation. In 2013, he earned the designation of Global Financial Steward (GFS®) from the Leadership Center for Investment Stewards in Mystic, Connecticut through a program at USMA, West Point.

Jim has been active in the non-profit community and has served most recently on the Board of Fountain Valley School in Colorado Springs, CO., along with several other local organizations including, Bozeman Health Foundation and Big Brothers, Big Sisters of Gallatin County. He offers wealth management services to multi-generational families and continues to work with many local, state and national non-profit organizations. He enjoys skiing, cycling, hiking, fishing and reading. He and his wife, Valerie, an Episcopal Minister, have three children.

Alex Dabney:

Alex, a Bozeman native, joined D.A. Davidson in 2015 after working in various sales positions in the San Francisco Bay and Bozeman areas. He grew up spending his free time in the outdoors, which became an intricate part of his life. After a few years of competitive freestyle skiing in Bozeman, Alex finished high school at Brewster Academy, a private school in New Hampshire that introduced him to a new passion in the sport of lacrosse.

Alex holds a bachelor’s degree in communications from Saint Mary’s College of California, where he played collegiate lacrosse for the Gaels, achieving the All-Conference Midfield title his junior year and later, meeting his wife, Mallory. He then worked as a Consultant and Regional Manager for Solar City and Sunrun, the nation’s two largest solar installers and financers at that time.

After five years in San Francisco, Alex’s small-town Montana roots brought him and Mallory back to Bozeman, where he would become the National Account Manager for a billion dollar sales organization specializing in retirement planning products, and then joining D.A. Davidson in 2015. His wife, Mallory, gave birth to their first child, a girl, in January 2017. 

In his free time, Alex enjoys coaching and mentoring boys’ youth lacrosse, fly fishing, skiing, golfing and becoming more involved in the community where he grew up.

Deb Matus:

Deb joined D.A. Davidson in March 2018 and brings to the team a wealth of experience in client interaction and the financial services industry. Deb’s passion is service, and her goal is to consistently deliver to her clients a smooth and pleasant experience with a productive outcome.

Born and raised in Montana, Deb graduated from Montana State University where she earned a bachelor’s degree in business management. With a passion for technology, she enjoyed an extensive career as a Product Marketing Manager in the semiconductor industry for Advanced Micro Devices and Micron Technology. She also ran her own business helping small businesses and technology start-ups with their product and competitive analysis and marketing strategies.

Deb returned home to Montana in 2011 and transitioned into a Financial Advisor role with Thrivent Financial after completing her Series 7, 63, 65 license exams. She is a certified Fraternal Insurance Counselor.

Deb lives in Bozeman near her parents and adult daughter, Sarah. She has extensive extended family across Montana, who she enjoys visiting and attending key milestone events. Outside of her role at D.A. Davidson, she enjoys Montana winters by skiing and snowshoeing, and spends the summer golfing, hiking and gardening. Deb is actively involved in several organizations, is a Board Member of Cody Dieruf Benefit Foundation, and past Vice President of Bozeman Business and Professional Women.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck