WHO WE ARE

Our Team

We’re here to support your financial journey. Get to know our team and connect with us today.

Andy Vestal, AIF, CEPA

Senior Vice President, Financial Advisor, Portfolio Manager

Matt Bryant, CFP

Senior Vice President, Financial Advisor, Portfolio Manager

Michael H Womble

Financial Advisor

Ryan Riedel

Senior Registered Associate

Amie Lamb

Senior Client Associate

Richard Sementa, CFP

Senior Registered Associate

Joseph L. Sizemore IV

Registered Client Associate

Danielle Potts, CFP

Associate Financial Planning Specialist

Maria Vestal

Client Associate

D.A. Davidson Trust Company

William S Crews III, AWMA, CTFA

Vice President, Trust & Fiduciary Advisor, D.A. Davidson Trust Company

Cary Edwards

Senior Trust Associate, D.A. Davidson Trust Company