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.

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, he provides due diligence, monitoring, and recommendations for the Separately Managed Account and Unified Managed Account programs. Scott has been instrumental in the design and implementation of the department’s discretionary asset allocation programs. Previously, he worked as an insurance products analyst at Prudential Securities. He holds a bachelor’s degree in economics from Montana State University.

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 350 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.

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 Bachelor of Science in Business Administration and International Relations from Carroll University and an MBA in International Business and Marketing from Brandeis International Business School.

Matt aspires to help advisors understand, expand, and refine the role insurance and annuities play in their clients’ portfolios. 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. Before joining the firm, he worked for Independent Financial Group, where he built and managed annuity product offerings and sales strategy, and he has worked in other various consulting and sales roles across the industry. Matt’s extensive experience plays a vital role in helping financial professionals provide consultation on client cases.

Manna is responsible for the continued development of the Retirement Plan Services department and providing advice and education to advisors. She specializes in customized retirement solutions for corporations and business owners, including fiduciary services, fee benchmarking, risk management, plan analysis, and design. Manna has extensive experience working in the retirement plan space, having held positions at Truist Wealth and Virginia Asset Management. She attended Old Dominion University.

Nate joined D.A. Davidson in 2023 with a wealth of comprehensive estate planning experience. Prior to joining the firm, he maintained a law practice focused primarily on
income and estate tax planning, probate, trust and estate administration, business formation, and succession planning. Within the area of estate planning, Nate worked with business
owners and key employees to assist them with business succession in a tax (both income and estate) efficient manner.

Nate obtained his law degree from the University of Montana in 1999, and his Master of Laws (LL.M.) degree in taxation from New York University in 2000. He then served as an attorney advisor to Judge Herbert L. Chabot of the United States Tax Court in Washington D.C. from 2000-2002 before returning to Montana in 2002.