A proud graduate of Gonzaga University, Paul has been guiding clients as a financial advisor since 1986. He began his career with Murphy Favre and joined D.A. Davidson in 1998, bringing decades of experince and deep industry relationships to his role. As the senior adviser on the team, Paul is committed to delivering thoughtful, comprehensive financial strategies tailored to each client's needs. Coordination with davidson's trusted resources along with CPAs and attorneys allows Paul to alleviate the workload for clients and have a more comprehensive understanding of their situation. Paul's dedication to clients allows them to live their lives with less worry and focus on what is most fulfilling whether that is their family, business or hobbies.

Paul looks for any opportunity to get outside whether that means backpacking into a climbing hut in Canada, skiing or golfing with friends. When not exploring outdoors or working on one of his endless home improvement projects he treasures time spent with his wife, Lisa, and their two sons, Bryce and Trevor

Trevor Graduated from Gonzaga University and began his career as a project engineer at a composite aerospace tooling and parts company near Bellingham, WA. His long standing passion for personal finance and helping others find meaningful solutions led him to join his father's advisory practice in 2022. As a financial advisor, Trevor utilizes his detail oriented background to help clients build and understand a holistic financial plan that can help relieve financial stress and provide guidance regardless of their stage in life. Trevor brings a fresh perspective to the team while continuing the personalized service clients have come to trust.

Outside of the office Trevor enjoys spending his time outdoors in the Pacific Northwest by hiking, skiing, biking, running or taking part in a lifelong hobby of photography. His favorite way to unwind is by reading or connecting with family and friends at a local brewery or restaurant.

 

With nearly four decades of experience in the financial industry, Cindi is a cornerstone of the team - offering a wealth of knowledge and a warm, dependable presence that clients appreciate every day. As a Client Associate, Cindi fulfills critical day to day client needs from cash management to assisting with a state transitions. Her commitment to service and attention to detail help ensure a smooth and personalized experience for everyone she works with.

Cindi enjoys hiking, kayaking and camping with friends and family. She's also passionate about giving back, volunteering with organizations such as Blessings Under the Bridge, River's Wish Animal Sanctuary and Second Harvest.