Jason has extensive knowledge of the financial services industry, honed from years of experience as an advisor and in other roles. He manages millions of dollars in client assets, and conducts extensive risk profiling analysis and wealth preservation planning in order to understand clients' investment objectives. He has been named to Chairman's Council, the firm's most prestigious honors club, several times.

Jason first joined D.A. Davidson & Co. in 1994, publishing market valuation research, and research and investment recommendations focused in the financial services industry. Before rejoining D.A. Davidson in 2001, Jason helped manage over $8 billion in mutual fund assets as a member of the WM Group in Seattle, focusing on both the Small Cap Value and Equity Income Funds and serving as a Senior Equity Analyst. He has successfully completed the Preferred Portfolio Management program, which allows him to manage client accounts on a discretionary basis. He holds a bachelor's degree in accounting from the University of Providence and an MBA from the University of Montana.

Away from work, Jason is active in the community. He is the head tennis coach at Great Falls Central Catholic High School, served on the board of the Holy Trinity Catholic School System and is a past president of Paris Gibson Square Museum Board of Directors.

Originally from Maryland, Kelly moved to Missoula in high school and later earned degrees in Business Marketing and Communication Studies from the University of Montana. Previously, Kelly worked at First Interstate Wealth Management on the Digital Wealth team. In May 2024, she moved from Missoula to join D.A. Davidson as the Great Falls Branch Office Operations Manager.

Outside of work, Kelly loves to travel, cook, read, and spend time on the water. She and her partner Matt, a real estate professional, moved to Great Falls with their black lab, Pepper. They enjoy exploring the area and are excited to make Great Falls their home.