Shane is a Certified Wealth Strategist^®(CWS^®), leveraging close to three decades of financial knowledge and experience. Shane focuses on coaching clients to clarify their goals and pursue long-term strategies for reaching them. He joined D.A. Davidson in 2006 after working with RBC Dain Rauscher for 10 years. He has been a member of D.A. Davidson’s Chairman’s Council since 2013.

Shane is a combat veteran of the U.S. Army, where he earned multiple medals and achievement awards for his service in the 4th Infantry Division. He earned a bachelor’s degree in finance with a concentration in investment markets from the University of Oregon’s College of Business and holds his Series 7, 63, 65 licenses and Oregon Insurance License #4798527.

He is an Oregon native and shares his life with his wife, Jodi, and their two daughters, Darian and Riley. When not in the office, he enjoys golfing, hunting, traveling, old cars, and spending time with his family.

Dana is an Ohio native who fell in love with the beautiful Oregon landscape. She started in the securities industry in 1997, working in the back office for a small regional firm in Ohio. From there she moved on to McDonald Investments. When a large international firm bought McDonald, she knew it was time to head West and find a company that was more aligned with her values and commitment to client satisfaction. She has been with D.A. Davidson since 2007 and has her Series 6, 7, and 63. She aims to use her wide base of knowledge and experience to deliver superb client service. She enjoys building and maintaining procedures with a goal of providing top-quality attention to every client.

Dana and her husband, Matt, are parents to one very energetic son, Jack. She enjoys food, cooking, and gardening. She is passionately involved in her son’s school, extracurricular activities, and loves to explore as much as she can with her family.

Brynn is a native Oregonian and attended Portland State University. She started in the securities industry in 2004, with A.G. Edwards and Wells Fargo Advisors. She joined D.A. Davidson in 2013 in our Portland office and transitioned to be with our team in 2021. Brynn holds her Series 7, 63 & 65 licenses. She also received her Chartered Retirement Planning Counselor^® (CRPC^®) and Financial Paraplanner Qualified Professional^® (FPQP^®) designations, which are extensive programs encompassing the financial planning process. She is available to assist clients with their financial planning goals as well as day-to-day account maintenance and support, striving to provide excellent customer service and quick turnaround time for client inquiries.

Brynn and her husband, David, have three kids, Audrey, Adalind, and Mason. Outside of work, she spends her time at various sports activities with her kids, reading, and going to concerts.