As a Financial Consultant, my experience combines with the resources of D.A. Davidson & Co. to provide clients with financial and investment services for every phase of their financial lives. Services include: Financial planning Estate planning Portfolio management IRAs, retirement and pension plan services Managed assets programs College planning OTC and listed securities Government securities Municipal and corporate bonds Insured brokered certificates of deposit Money market funds Mutual funds Trust planning through Davidson Trust Co. In-house research DADVANTAGE Complete Cash Management Prestige Account benefits Loans on securities Securities gift certificates Bank Insured Deposit Program Insurance and Annuities Specialties: Visit our website at www.theconfluencegroup.dadavidsonfc.com 