Kyle is a native of the Wenatchee Valley and always knew this is where he wanted to live. After earning his bachelor's degree from Washington State University and starting his career in Denver, Colorado, Kyle eventually made his way back home and joined D.A. Davidson in 2010. He took on the additional role of Branch Manager in 2022. Kyle specializes in sound portfolio management, financial planning, and truly listening to his clients. He values meaningful relationships and understands the importance of strong communication. Kyle has attained the accreditations of Certified Wealth Strategist (CWS) and Portfolio Manager. He and his wife, Katherine, were married in 2008 and they have one daughter, Stella. They make their home in Leavenworth and enjoy mountain biking, skiing, and many of the other outdoor activities the area has to offer.

Brett believes strongly in open communication and transparency. He is dedicated to helping individuals and families achieve their financial goals through comprehensive wealth planning, a personalized investment strategy, broad diversification, and appropriate risk assessment. A solid financial plan serves as the backbone of honest and supportive financial advice, and the ongoing planning process is truly as valuable as the plan itself.

A native of Wenatchee, Brett spent several years working with a technology firm in the Seattle area before moving back to the Wenatchee Valley. He joined D.A. Davidson in 2019, bringing a fresh approach and innovation to the team. Since joining DA Davidson, Brett has attained the desirable accreditations of Certified Wealth Strategist (CWS) and Portfolio Manager. Brett earned his bachelor's degree in business administration, with a focus in finance, from Washington State University. Outside of work, you can find him on the mountain bike trails, ski hill, and the golf course. Brett has enjoyed rediscovering Wenatchee, volunteering in the community, and reconnecting with family and friends.

Jean began her career with Morgan Stanley Smith Barney and has been with D.A. Davidson & Co. since 2009. As a Senior Registered Associate, she works closely with the team's clients and is a vital part of the team's success. Jean is a Wenatchee native and enjoys all that Wenatchee has to offer: day hikes, bicycling the Apple Capital Loop, and enjoying time with friends and family. She and her husband, Mike, have two grown children, Michelle and Buzz. Her favorite role is being grandma to her two grandchildren, Hendrixx and Amora.