Dell has built a career in the financial services industry working in banking and accounting, and has now found his passion as a financial advisor. He joined D.A. Davidson in 2018 following seven years in public accounting, accumulating a breadth of knowledge to guide clients on their financial journeys. Dell brings a unique perspective to your team, advising and working to promote the overall financial health of clients. He is actively involved in the community, serving on the board of multiple nonprofit organizations and volunteering for numerous local programs.

Allison is a valuable member of your team, contributing well over a decade of experience in program operation and grant management as well as skills acquired through previous office management positions. Since joining D.A. Davidson in 2015, Allison has completed her Series 7 and Series 66 industry licensing to serve your team as a Registered Client Associate. She is your first point of contact for support and coordinates account services, financial operations and documentation.