A native of Spokane, WA, Buddy joined D.A. Davidson in 2011 after building and growing a successful business from scratch at Edward Jones for almost 10 years. He graduated from Eastern Washington University with a bachelor’s degree in finance, and interned at Merrill Lynch during his senior year. Buddy’s life-long commitment to learning didn’t slow down after college, and he also earned the Certified Wealth Strategist® designation from Cannon Financial Institute and the Accredited Asset Management SpecialistSM designation from the College of Financial Planning.

Buddy’s persistence and dedication started young with perfect attendance through his pre-college school years, while excelling academically and athletically. When he was 16, he earned the prestigious Eagle Scout rank. Throughout college, he worked at FedEx to help pay for school, where he gained valuable management experience and moved up the ranks before entering the financial services industry. Buddy has a passion to help meet all of his clients’ wealth management needs, gleaned from years of experience helping families and organizations manage their wealth.

Buddy and his wife, Jennifer, have been married since 2001 and have two boys. When Buddy’s not working, he enjoys coaching his boys’ teams, riding bikes, traveling, and spending time outdoors. 

Lynnae has a deep commitment to servicing our clients with the highest degree of professionalism. She is adept at listening and offering personalized service as well as being an outstanding advocate for our clients, partners and firm. Her responsibilities encompass all aspects of client service and daily administrative duties. With over 35 years of industry experience, her attention to detail and kind personality have become an integral part of who she is. Lynnae continues to stay current and informed by engaging in continuing education opportunities, and she holds several industry licenses. Outside of work, Lynnae volunteers with several organizations in the community. She enjoys traveling, boating, hiking and spending time with her family.