With over 30 years of experience as a financial advisor, including the last 20 years at D.A. Davidson, Steve has built a reputation for guiding clients with steady, long-term planning. A Bellingham native, Steve graduated from the University of Washington with a degree in Political Science. When he's not enjoying family time, Steve loves being outside boating, golfing, and skiing.

Eric is a financial advisor with over two decades of experience, bringing industry knowledge and dedication to help clients shape their futures and realize their financial goals. Outside of work, Eric's greatest joy is spending quality time with his children. He also enjoys traveling or a relaxing day on the golf course. Eric is a proud Bellingham native and always looks forward to connecting with others who share these passions and interests.

Mike is a Financial Advisor at D.A. Davidson and the Branch Manager for both the Bellingham and Burlington offices. With a career in financial services that began in 1997 and a Certified Financial Planning (CFP^®) designation earned in 2006, Mike brings a wealth of knowledge to his clients. He is passionate about serving most of his clients as a discretionary portfolio manager, collaborating closely with them to design investment portfolios tailored to their unique goals and needs, seamlessly integrating these strategies into their comprehensive wealth plans. Mike’s guiding philosophy is that every client is truly unique, and both their portfolio and financial plan should be a customized reflection of their individual circumstances. Beyond his professional accomplishments, Mike is a proud Washington Husky. He pursues a variety of interests—from hunting, fishing, and boating the San Juans, to playing pickleball and wakesurfing on Lake Whatcom. An avid reader and self-described “information junky,” Mike thrives on learning and staying informed. He and his wife, Mimi, are the proud parents of three children, and love to travel around the country visiting them. However, they hold out hope that someday their family will reunite in the beautiful Pacific Northwest.

Kelly has been in the financial services industry for over 30 years and is proud to have been at D.A. Davidson since 2006. She has had the opportunity to work closely with a dedicated team, is fully licensed to help clients with their needs, and ensures seamless day-to-day operations. Outside of the office she enjoys staying active by running, mountain biking, and hiking. Her favorite ways to spend time are when she can share those adventures with her husband and their two dogs, who make every day a little brighter.

Ariel has 12 years of experience in the financial services industry and holds the Financial Paraplanner Qualified Profession (FPQP) certification, reflecting her commitment to supporting clients with knowledgeable, detail-oriented service. Ariel is fully licensed to help clients with their needs. Outside of the office, Ariel is a mom to a busy two-year-old, and in the moments in between, you’ll usually find her crocheting, watching movies, or getting lost in a good book.

Brad started at D.A. Davidson as a financial advisor in 2026, and holds Series 7 and 66 licenses, as well as an Insurance Producer license for Life, Disability, Variable Life, and Variable Annuity. Brad is a Bellingham native and graduated from the University of Washington in 2016. He enjoys being active with his dog, golfing, and exploring the San Juan Islands.