Our Qualifications

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.

Jim 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. Jim 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, 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 joined 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.

 

Tina joined D.A. Davidson in February 2019, bringing to the team a background in management and leadership after eight years as a manager working in a highly regulated medical industry. Tina worked for Xtant Medical where she managed an entire department ensuring procedures were followed, accuracy was maintained and deadlines were met. Prior to that, she worked at Montana State University as a student advisor, the Central Asia Institute in Donor Relations, in the bond department at the Governor’s Office of Management and Budget in Illinois, and honorably completed a five-year enlistment in the United States Navy.

Born and raised in Montana, Tina graduated from Montana State University in Bozeman where she earned a bachelor’s degree in business management. Her recent transition into the investment industry has opened a whole new world of opportunities and challenges for Tina. She is opening the books again and preparing for the SIE, Series 7, and Series 66 exams. In her words, “Challenge Accepted”!

Tina lives in Belgrade with her husband, Derrick; son, Tanner; and daughter, Payton. Most of her family lives in Montana as well, and she enjoys spending as much time with them as possible. Outside of her role at D.A. Davidson, she enjoys being outdoors (especially in the summer months) camping, gardening, and just absorbing that much needed vitamin D. She is also an avid crafter who enjoys scrapbooking, woodworking, and her newfound hobby of quilting.

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