For Jason, nothing is more important than earning his clients' confidence and becoming their lifelong trusted advisor. This is arguably more important than ever before, particularly given all the noise, complexities, and inherent risks in the financial markets, not to mention the exposures affluent & ultra-affluent families face today.  

With over three decades of industry experience advising families of significant means, Jason has found that his clients find tremendous value in an advisor who has experience in virtually all facets of private wealth management. This includes advising on both sides of the balance sheet, which Jason affords his clients; given his holistic background.  From family office, investment portfolio management, comprehensive financial planning, strategic use of credit, business succession/exit planning, and risk management.

Jason works with an extended team of professionals within D.A. Davidson with knowledge in multiple disciplines to provide his clients various strategies and solutions—the result often being simplification of one's complex financial life and peace of mind. 

Born and raised in Washington state, Jason is a graduate of Pacific Coast Banking School from the University of Washington Foster School of Business and is a Certified Wealth Strategist^® and CERTIFIED FINANCIAL PLANNER^® professional. 

Jason and his wife, Lianne, reside in Gig Harbor, Washington, and have two adult children. Outside of work, he enjoys spending time with family and friends, traveling the world, boating in the Puget Sound, and golfing. He also enjoys giving his time and energy to the community. Jason has served on multiple boards, including nearly 10 years as a member of the Goodwill of the Olympics & Rainier Region main and foundation boards.

Rachel has been in the business for six years and with D.A. Davidson since 2023. In her role, she works to provide professional and courteous client service and general support. She holds a bachelor's degree in communication from the University of Washington and the Series 99, 7, and 66 licenses.

Rachel resides in Gig Harbor, Washington, and enjoys traveling, reading, and golfing. She has been married to Jacob for five years, and they have a German Shepherd named Dublin.

Debbie has been in the financial services industry, primarily at Private Bank, for over 38 years—taking care of clients and their family members. She enjoys working with clients and takes great pride in addressing their needs and making them feel valued by building a trustworthy and strong relationship with each of them. Debbie has resided in Tacoma, Washington, all her life. She has an adult son, daughter-in-law, and two grandchildren who are three and five. Debbie enjoys traveling all over, gardening, and being on or near the water anytime she can in the beautiful Puget Sound summer months. She also likes spending time with family and friends and loves going for long walks with her dog.

Rebecca is responsible for providing customized lending advice for clients and collaborating with financial professionals on how to utilize lending solutions. She has 10+ years of advising companies and individuals on solutions to solve liquidity needs to fund business operations, lifestyle needs, tax obligations or large asset purchases. Rebecca previously worked for various fintech startups and J.P. Morgan Private Bank. She holds a BS in Business Administration and International Relations from Carroll University and an MBA in International Business and Marketing from Brandeis International Business School.

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.

Scott is head of the department’s investment management research efforts covering mutual funds and exchange traded funds, and serves as lead portfolio manager for the firm’s proprietary Managed Funds Portfolios program. In addition, he provides due diligence, monitoring and recommendations for the Separately Managed Account and Unified Managed Account programs. Scott has been instrumental in the design and implementation of the department’s discretionary asset allocation programs. Previously, he worked as an insurance products analyst at Prudential Securities. He holds a bachelor’s degree in economics from Montana State University.

John leads an effort to grow D.A. Davidson's collaborative presence in Wealth Management and Investment Banking in the Midwest and beyond, the results of which have produced a number of successful M&A engagements and capital financing. Prior to joining D.A. Davidson, John was President and CEO of SMITH HAYES, and was responsible for leading the day-to-day activities of the firm. In 2016, John organized and managed the merger of SMITH HAYES with D.A. Davidson (both ESOP firms), a transaction which resulted in a successful combination of strengths and an expanded level of services for the firm's clients. He currently serves on D.A. Davidson's Leadership Council. John graduated from the University of Nebraska with a bachelor's degree in business administration with an emphasis in economics and completed an MBA with high distinction. He serves on the boards of directors of Hampton Enterprises, Inc. and Bryan Health.