Hi, I’m Alex, and I’ve been hooked on financial markets since I was a kid—probably because my dad was a stockbroker for over 50 years, and I couldn’t escape the dinner table stock talk. Nepotism? Yep, guilty as charged—it snagged me an internship while I was still in college, and honestly, it was the best accidental perk ever. I fell head over heels for helping people with their life savings, turning their financial dreams (big or small) into reality. 
 
I kicked off my career at a scrappy little boutique firm in Seattle, where I learned the magic of working somewhere that actually cares about its clients and dishes out independent advice. Then came the plot twist: a decade at a giant financial beast. It was fine, until it wasn’t. In 2010, I found my happy place again at D.A. Davidson, an employee-owned gem that flipped the script—clients first, employees second, shareholders last. Crazy, right? I’m convinced that if we take care of our people, we will do well as shareholders too. Big public firms? They’re too busy kissing shareholder rings to notice. 
 
We work with a cool mix—business owners, attorneys, tech hotshots, doctors, retirees—all successful families who are juggling work, kids, and life’s chaos. They’re smart enough to know they need a wingman for their money, and we step in as their Family CFO (or Financial Caddie, if you prefer a golf vibe). We’re here to help strategize, troubleshoot, or just toss out some perspective to keep them on course. 
 
Our secret sauce? Starting with a legit financial plan—no half-baked guesses here. We dig into the full picture before we even think about recommendations. In a world of one-size-fits-all “easy button” nonsense, we’re the real deal: opinionated, tailored advice with a side of humor. Because if you’re trusting me with your cash, we might as well have some fun along the way. 

I’m Christina, I have been in the financial services world for over 20 years. I’ve learned a lot along the way and love using that knowledge to help clients reach their financial goals. Throughout my career, I’ve developed a strong understanding of the financial landscape, which has allowed me to provide exceptional service and build meaningful relationships. I thrive on getting to know clients beyond their portfolios and in the synergistic vibe of our crew. It's these relationships with clients and colleagues alike that make me excited about the day. 

My husband, Yung, and I are parents to a son in 12th grade and twin daughters in 9th grade. Outside of the office, I am chauffeuring the twins to all.the.golf, wondering where my 12th grader is, and mastering the art of Amazon returns. When I get a moment away, I love to read, cook, and enjoy a good glass of wine.

I’m Whitney, and I’m looking forward to getting started in financial services with D.A. Davidson. Before this, I worked in alumni relations and received my bachelor’s in psychology from Abilene Christian University and master’s in business analytics from Wake Forest University. I’ve always liked digging into data and working with people, and I’m excited to see where that takes me here. 

When I’m not at the office, you’ll likely find me staying active with a mix of running, pickleball, snowboarding, or soccer in my recreational soccer league. I also enjoy reading, playing video games, and partaking in various crafts. Plus, I have two cats, Navi and Kiki who continuously keep me entertained.