Our Qualifications

Jacob Werner, CFP®
Senior Vice President, Financial Advisor

With strong experience to back him, Jake is well-versed in the wealth management issues facing his clients. He joined D.A. Davidson & Co. in 2007 after previous work with another firm. Since then, he has earned the CERTIFIED FINANCIAL PLANNER™ certification, adding to his ability to offer holistic financial planning and wealth management strategies that are specific to each client.

Born and raised in Oregon, Jake attended the University of Oregon, earning a bachelor’s degree in both political science and sociology before moving to Montana. He is a former board president for both the Big Brothers Big Sisters of Gallatin County board of directors and Congregation Beth Shalom in Bozeman. Jake and his wife, Kama, have two active daughters, Quinn and Lauren.

 

Paula Stocker, CWS®
Associate Financial Advisor

Paula believes the best wealth management advice is tailored to each client’s unique objectives and circumstances. Using a personalized approach, she works alongside investors to help develop strategies that are realistic and reachable. Paula has been with D.A. Davidson & Co. since 2000, first working in a supportive role before becoming an associate financial advisor as a reflection of her increasing experience and desire to work more closely with clients. She has earned the Certified Wealth Strategist® designation to sharpen her skills for working with investors with complex financial issues.

Paula earned a bachelor’s degree in history, with an emphasis in European studies and French, from Montana State University. A Tae Kwon-Do instructor since 2002, she also is a past board member for THRIVE and a mentor for the Child Advancement Project. Paula and her husband, Brad, are the proud parents of a daughter, Pharis.

 

Eleonore Snow
Client Associate

Eleonore joined D.A. Davidson in 2016 and served as Branch Operations Associate for nearly four years before joining the Werner Wealth Management team as client associate in 2020. She truly enjoys her new role supporting Jake and Paula and helping the team’s beloved clients achieve their goals.

Eleonore has a bachelor’s degree in communications from Goucher College and a master’s degree in journalism from Northwestern University. She was born in France and has lived in New York, Seattle and Connecticut. A former film and food critic for Time Out New York magazine, she is grateful for her midlife career switch into finance and the positive effect it has had on her shopping habits! Outside of work, Eleonore enjoys reading, cooking, practicing yoga, traveling and spending time with her two children, Ava and Jack.