Our Associates
HEAVENS PEAK WEALTH MANAGEMENT, Advisors with D.A. Davidson & Co
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Terry Judd
Senior Vice President, Financial Advisor, Portfolio Manager, Branch Manager
WHITEPEAK WEALTH MANAGEMENT, Financial Advisors with D.A. Davidson & Co
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Bob White, CWS®
Senior Vice President, Financial Advisor
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Erika Dorrington, AWMA, FPQP®
Financial Advisor
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Laura White, CPFA, CWS®
Associate Financial Advisor
BARKUS WEALTH MANAGEMENT, Advisors with D.A. Davidson & Co
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Kenneth Barkus
Senior Vice President, Financial Advisor, Portfolio Manager
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Joshua Boyce, CWS®
Associate Vice President Financial Advisor
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Lynzee Morton
Branch Administrator, Client Associate
MERCORD WEALTH MANAGEMENT, Financial Advisors with D.A. Davidson & Co.
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Leslie Mercord, CWS®
Senior Vice President, Financial Advisor
Kalispell Wealth Management
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Tyler Bebee
Senior Vice President, Financial Advisor
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Tim Schnee
Senior Vice President, Financial Advisor
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Katie Foreman
Supervisory Branch Office Ops Mgr, Senior Registered Associate
Whitefish Wealth Management
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Sarah Fitzgerald
Senior Vice President, Financial Advisor
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Rob Braig
Senior Vice President, Financial Advisor
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Ashley Anderson, FPQP®
Senior Registered Associate
KALISPELL and WHITEFISH MANAGEMENT
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Terry Judd
Senior Vice President, Financial Advisor, Portfolio Manger, Branch Manager