Wealth Management Resources
Working with our team, we together have access to the specialized knowledge of these D.A. Davidson professionals.
John Decker
Senior Vice President, Head of Business Advisory Services & Equity Capital Markets Liaison
(402) 437-1063 | jdecker@dadco.com
John leads an effort to grow D.A. Davidson's collaborative presence in Wealth Management and Investment Banking in the Midwest and beyond, the results of which have produced a number of successful M&A engagements and capital financing. Prior to joining D.A. Davidson, John was President and CEO of SMITH HAYES, and was responsible for leading the day-to-day activities of the firm. In 2016, John organized and managed the merger of SMITH HAYES with D.A. Davidson (both ESOP firms), a transaction which resulted in a successful combination of strengths and an expanded level of services for the firm's clients. He currently serves on D.A. Davidson's Leadership Council. John graduated from the University of Nebraska with a bachelor's degree in business administration with an emphasis in economics and completed an MBA with high distinction. He serves on the boards of directors of Hampton Enterprises, Inc. and Bryan Health.
Rebecca Kalinowski
Vice President, Director of Lending & Cash Solutions
(303) 571-6125 | rkalinowski@dadco.com
Rebecca is responsible for providing customized lending advice for clients and collaborating with financial professionals on how to utilize lending solutions. She has 10+ years of advising companies and individuals on solutions to solve liquidity needs to fund business operations, lifestyle needs, tax obligations or large asset purchases. Rebecca previously worked for various fintech startups and J.P. Morgan Private Bank. She holds a BS in Business Administration and International Relations from Carroll University and an MBA in International Business and Marketing from Brandeis International Business School.
Steve Condon
President, Asset Management & Trust
(206) 389-4089 | scondon@dadco.com
As President of Asset Management and Trust, Steve is responsible for D.A. Davidson Trust Company, Davidson Investment Advisors and Davidson Fixed Income Management. With over 4 billion in assets under advisement, the Asset Management and Trust Group is one of the fastest growing divisions of D.A. Davidson
Steve is the former President of the Corundum Group, a registered investment advisor and family office in Colorado, and the Corundum Trust Company. Additionally, he was a founder and board member of Central Bancorp, Inc., a diversified holding company that operated not only Corundum but also a commercial bank, mortgage company and a affiliated insurance company. Corundum operated as the family office for a select group of families representing multiple Fortune 500 companies.
Previously, Steve was a Partner and Director of Wealth Management for J.C. Bradford & Company, a regional investment firm in Nashville. He led the Trust Company for Bradford as well as the Executive Financial Planning and Corporate Executive and Retirement Services. Prior to joining Bradford, he was Vice President and Director of Corporate Executive Services at RBC Wealth Management in Minneapolis.
Ryan Halleran
Senior Vice President, Director of Wealth Planning
(206) 389-8032 | rhalleran@dadco.com
Ryan joined D.A. Davidson in 2021, bringing diverse industry experience to the role of Director of Wealth Planning. He most recently served as the Advanced Planning Team lead for a Seattle-based RIA focused on ultra-high net worth clients. In that role, he led the build-out of a bespoke planning process to address the complex needs of clients in the space.
Ryan has been able to draw on his years of experience as a financial advisor at Morgan Stanley, Wells Fargo and UBS, beginning as a solo practitioner and moving to high-producing teams, with an emphasis on wealth planning, tax mitigation, asset transfer and philanthropic giving strategies for high net worth clientele.
In addition to deep financial services experience, Ryan's passion for leadership has led him to community positions early in his career, including President of is Rotary Club chapter, founding a Young Professionals organization, serving two elected terms on the Community Council of Anthem, AZ, and President of the Council in 2016.
Rob Roels, CFP®
Vice President, Associate Director of Wealth Planning - Development Lead
(503) 863-5066 | rroels@dadco.com
Rob works with D.A. Davidson financial professionals by delivering customized strategies for clients regarding estate planning, business succession, and wealth transfer or tax minimization questions. His 30-year career in banking and financial services has included a wide range of roles and responsibilities, most recently as senior financial planner for Umpqua Private Bank, where he led the planning efforts for the firm. Rob earned the CFP® designation in 2010, and the Enrolled Agent credential from the IRS in 2016, each informing his work as a planner, and passionate advocate and trainer on planning.
Bryn Hagfors
Senior Vice President, Director of Business Development
(406) 268-3155 | bhagfors@dadco.com
Bryn Hagfors oversees the Business Development team at Davidson Investment Advisors and is responsible for coordinating growth strategies within the firm's various business channels. He joined the firm in 2013 as a Business and Marketing Analyst and worked in a variety of roles on the Business Development team prior to assuming his current leadership position.
Bryn holds a bachelor's degree with high honors in economics and political science from the University of Montana, in addition to FINRA Series 7 and Series 65 licenses.
Matt Mendez
Vice President, Director of Insurance & Annuities
(206) 903-8669 | mmendez@dadco.com
As Director of Insurance and Annuities, Matt helps advisors understand, expand and refine the role insurance and annuities play in their clients' portfolios. His experience helping develop sales strategies, conduct due diligence and competitive analysis on life insurance and annuity products plays a vital role in helping financial professionals provide consultation on client cases.
Before joining D.A. Davidson in 2022, Matt served most recently as Manager of Annuity Product Marketing for Independent Financial Group (IFG). In that role, he built and managed annuity product offerings and sales strategy for a firm with 640 representatives across 40 states. Prior to IFG, he spent 17 years acting in various industry consulting and sales roles.
A Strong collaborator, Matt is experienced in building relationships with internal and external stakeholders. He is fluent in the products and technology supporting insurance and annuities, including annuity order entry systems, insurance products, estate planning, and fixed, variable and fee-based annuities.
Scott Haigh
Senior Vice President, Portfolio Manager, Director of Managed Assets Research
(406) 556-6953 | shaigh@dadco.com
Scott is head of the department's investment management research efforts covering mutual funds and exchange traded funds and serves as lead portfolio manager for the firm's proprietary Managed Funds Portfolios program. In addition, Scott provides due diligence, monitoring and recommendations for the Separately Managed Account and Unified Managed Account programs. He has been instrumental in the design and implementation of the department's discretionary asset allocation programs. Previously, Scott worked as an insurance products analyst at Prudential Securities, and he holds a bachelor's degree in economics from Montana State University.
James Ragan, CFA
Senior Vice President, Director of Wealth Management Research
(206) 389-4070 | jragan@dadco.com
James and his research team provide equity research and updates, portfolio analysis tools and model portfolios of recommended equities to financial advisors and their clients, including individual investors and their families, businesses and nonprofits. His focus is on developing multiple channels for distribution of research to D.A. Davidson's roughly 400 financial advisors and their clients so that each client can make informed financial decisions that match their objectives and situations. James has spent over 20 years in the financial services industry and is co-manager of the D.A. Davidson Focus List model portfolio. He is a graduate of the University of California, Los Angeles with an MBA in finance, a bachelor's degree in economics/management and also holds the Chartered Financial Analyst® designation.
