For more than two decades, Jake has been 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 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.

Transferring from the Billings Branch in February of 2023, Lauren has been with D.A. Davidson & Co. since 2021.  Lauren believes in creating a professional and beneficial experience for each client by being helpful, warm, and knowledgeable. Lauren is always listening to understand and help our clients with their individual needs.

Lauren is very close with her family and visits them as often as she can in Laurel, MT. Her hobbies include cooking, art, music, and anything social!