For Jason, nothing is more important than earning his clients' confidence and serving as their lifelong trusted advisor.  This is arguably more important than ever, particularly given all the noise and inherent risks in the financial markets today.  Starting his career in finance & wealth management in 1991—he has witnessed several bull & bear markets over the last 35+ years; including significant financial crises.  Having experience in navigating these environments, and being a student of market, economic & geopolitical history, Jason finds it brings value & peace of mind to his clients.  Moreover, utilizing a variety of forms of technical & fundamental analysis within investment portfolio management.    

Wealth management goes considerably beyond one’s investment portfolios, however.  With a tenured background in credit/banking, risk management, and comprehensive wealth planning, in addition to investment portfolio management, Jason advises clients and their families on both sides of their balance sheet—taking a holistic approach to helping ensure his clients achieve their financial dreams & aspirations, with the highest probability of success.  He is also supported by a multidisciplinary team of tenured specialists across the firm—including advanced wealth planning, trust, credit, insurance, and business advisory.   
 
Born and raised in Washington state, Jason is a graduate of Pacific Coast Banking School from the University of Washington Foster School of Business.  He also holds several professional designations including:  CERTIFIED FINANCIAL PLANNER® professional, Certified Wealth Strategist®, and Certified Exit Planning Advisor®.  He has also successfully completed the Certified Private Wealth Advisor program curriculum through the Yale School of Business and plans on pursuing this credential as well in the future.     

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 equally 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.

For Eric, great wealth management begins with understanding what matters most to a client, not simply what they own. He believes an advisor’s role is to bring the many pieces of a client’s financial life together and provide greater clarity and confidence around their future.

Eric works with individuals, families, and business owners across comprehensive wealth planning, including investments, retirement, estate and legacy planning, risk management, and tax-aware strategies. As a Certified Exit Planning Advisor® (CEPA®), he has an additional focus on helping business owners align their business, personal wealth, and long-term goals.

Eric and the Prosperitās Wealth Partners team take an ongoing approach to planning, recognizing that as life and circumstances change, a client’s wealth plan should evolve with them. Eric is also supported by a multidisciplinary team of specialists across D.A. Davidson, including advanced wealth planning, trust, credit, insurance, and business advisory professionals. This team-based approach allows him to help clients address opportunities and challenges across their entire financial picture, not simply their investment portfolios.

Born in Louisiana and raised in Gig Harbor, Eric considers the Pacific Northwest home. He graduated from Washington State University (Go Cougs!), where he studied finance and management information systems. Outside of work, he enjoys spending time with family and friends, hiking, golfing, playing pickleball, and enjoying the Pacific Northwest.

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 she loves spending time with. 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.

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.

Diana brings diverse industry experience to her role as Director of Wealth Planning, with more than 30 years in banking focused on helping business owners and their families plan for both their personal and business needs.

She joined D.A. Davidson in 2026 after most recently serving as the Senior Director, Family Wealth Consulting for the Western Region of Key Private Bank. In that role, she led business advisory and family consulting practices and provided complex advanced planning services. Prior to Key Bank, Diana held varied leadership roles in private banking assisting HNW and UHNW families and clients with advanced planning needs, as well as experience in commercial banking, business banking, and relationship management.

In addition to her financial services experience, Diana has a deep educational background, holding a Master of Taxation from Weber State University, an MBA from Colorado State University, and a Bachelor of Science in Accounting from the University of Phoenix.

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 financings. 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.

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 Bachelor of Science in Business Administration and International Relations from Carroll University and an MBA in International Business and Marketing from Brandeis International Business School.