Mike joined D.A. Davidson & Co. with strong experience in the financial services industry and a focus on providing his clients with best-in-class service. Perviously, he served as Portfolio Manager with Stifel Nicolaus for six years after working as Branch Manager for UBS and Piper Jaffray in Bozeman. He began his career with investment firm Shearson Lehman after graduating from Washington State University with a degree in finance.

Mike currently serves as a board member with Montana Red Cross. Additionally, he has served in various board and leadership positions with other local nonprofit organizations, and is a former U.S. Peace Corps volunteer. When not at the office, he enjoys spending time with his daughter, Annie, traveling, practicing karate, and lifting weights.

With extensive experience in the banking and consumer finance industries, Joe has a deep understanding of the wealth management strategies for helping clients reach their financial objectives. He joined D.A. Davidson in early 2016 after previously working with Stifel Nicolaus since 2011. His background includes serving as President of Valley Bank in Belgrade, where he managed a team of 35 professionals. Joe is a graduate of Montana State University, and his wife and two children are also alumni.

An active member of the community, Joe serves as chairman of St. Catherine Health Care & Pregnancy Resource Center, and as a board member for Special Olympics Montana. He is past president of The United Way of Gallatin County, the Belgrade Kiwanis Club, the Belgrade Chamber of Commerce, and the Help Center of Bozeman. He and his wife, Julie, spend their spare time traveling to visit their two adult children.

Justin was born and raised in Bozeman, graduating from Montana State University and earning a Bachelor's degree in finance along with a minor in accounting.  Shortly after graduating in spring of 2022, Justin joined the Big Sky Investment Team. He has strong experience working in office settings after completing multiple internships through a local accounting firm. He is currently on his way to becoming a registered representative for the team.

Justin enjoys working and planning with clients to help individuals meet their long-term financial goals. When not at the office, you can find him enjoying much of what the great Montana outdoors have to offer. He spends much of his time golfing, hunting, camping, skiing, and snowmobiling.