Bill is excellent at simplifying complicated investment concepts to help clients see the big picture. He brings over 30 years of experience helping clients with a multi-generational approach to preserving and growing wealth through careful planning and investment strategies.

Bill grew up in Walla Walla, working in his family-owned grocery store and went on to earn a bachelor's degree in business administration from the University of Washington. He has been with D.A. Davidson since 2006.

In his free time, Bill is an avid golfer, as well as the coach for the College Place High School golf team. He is also a huge UW football fan and has been to every home game for over 50 years.

Being a good listener, analytical and thorough, Brandon leads our clients through the financial planning process starting with their goals and working backwards to determine the proper investments and financial tools to help them achieve success. He is dedicated to helping clients maximize financial results and minimize financial mistakes. 

Brandon grew up on an alfalfa seed farm West of Walla Walla and developed a passion for investments over 20 years ago while still in high school. He went on to earn a bachelor's degree in finance from Washington State University and spent nearly a decade as a financial advisor for Raymond James Financial Services before joining D.A. Davidson & Co. in 2017.

Outside of the office, Brandon gives back as a member of Lions Club and serves on the board for Walla Walla Community Hospice. He also has season tickets to WSU football games and enjoys golfing, boating and just about anything outdoors.

Steve oversees D.A. Davidson Trust Company, where he has broad oversight responsibility for ensuring the trust company provides comprehensive planning for its clients and also for management of the firm’s team of professionals. Steve joined the firm in April 2015 after previously serving as President of The Corundum Group in Colorado Springs. Additionally, he was a founder and board member of Central Bancorp, Inc., a diversified holding company operating not only Corundum but also a commercial bank, mortgage company and an affiliated insurance company. Steve holds a bachelor’s degree in business administration from the University of Minnesota’s Carlson School of Management.

Amy has an extensive background in trust administration, especially in the area of Special Needs Trusts. Prior to joining D.A. Davidson, she was with Wells Fargo Special Needs Trust Services for almost 10 years. Previously, she was an attorney in private practice in Seattle where she specialized in estate planning, elder law, guardianship and real estate transactions. Amy earned a bachelor’s degree in psychobiology from Occidental College, an MPH in community health sciences from UCLA, and a law degree from Seattle University. She is a member of the Washington State Bar Association and the King County Bar Association.