Frank began his career with D.A. Davidson in 1995. Prior to that, he was an officer in the U.S. Army. Frank graduated from the University of Montana with a bachelor’s degree in business - finance and Embry Riddle Aeronautical University with a master’s degree in business. His career has been distinguished by continual professional growth. Achievements include becoming a CERTIFIED FINANCIAL PLANNER™ professional and Certified Wealth Strategist®, as well as earning D.A. Davidson’s Branch Manager of the Year Award. Frank also attended the Securities Industry Institute at the Wharton School of Business at the University of Pennsylvania and Cannon Financial Institute’s Wealth Management program. An active contributor to his community, Frank has served with Leadership Missoula, Leadership Montana, United Way of Missoula County and others, earning D.A. Davidson’s prestigious Bragg Lewis Knudsen Community Service Award.

Cynthia began her career with D.A. Davidson more than 25 years ago. A Montana native, she received a bachelor's degree in business administration - finance from the University of Montana. Cynthia's dedication to Montana is evident in her involvement with organizations like the Montana Grizzly Scholarship Association, where she is a past Board member and Executive Committee officer, as well as Leadership Missoula, Leadership Montana and as a parent volunteer. Devoted to her clients, her track record of achievement includes earning the prestigious CERTIFIED FINANCIAL PLANNER™, Certified Plan Fiduciary Advisor and Certified Wealth Strategist® designations. A leader at D.A. Davidson, Cynthia served on the inaugural D.A. Davidson Women Financial Consultant's Advisory Council, the Financial Consultant's Advisory Council, Memorial Scholarship Committee and the Regional Giving Committee.

Julie joined D.A. Davidson in 2005 as a managed asset trader, joining Cynthia in 2007. As a Financial Planner Qualified Professional and Comprehensive Wealth Planner with multiple securities licenses, Julie adds an important dimension to the group's portfolio of services. Her strong financial planning foundation helps ensure that all of our clients receive the continuity of care that is a trademark of our practice. Julie is a graduate of Leadership Missoula and a valued member of the team responsible for launching new D.A. Davidson branch offices.