WHO WE ARE

Our Team

We’re here to support your financial journey. Get to know our team and connect with us today.

Daniel Thomas

Senior Vice President, Financial Advisor, Portfolio Manager

Courtney Johnson

Senior Registered Associate

Brennen Ramos

Registered Client Associate

Our Extended Team

Danielle Thies, CFP, FPQP

Associate Vice President, Senior Planner

James Ragan, CFA

Senior Vice President, Co-Chief Investment Officer, Director of Investment Management & Research

Steve Condon

President, D.A. Davidson Trust Company