Sean joined D.A. Davidson in 2005 and has served in roles of increasing responsibility since that time. Prior to becoming an advisor in 2015, Sean served as the Co-Director of the firm's Wealth Planning Department.

In that role, Sean's focus was on creating comprehensive financial strategies for a select group of D.A. Davidson's individual and institutional clients. He also provided education and guidance in various areas of personal finance for the firm's advisors. 

Sean's move to become a financial advisor reflected his desire to work more closely with individual investors, families, nonprofits and businesses in creating strategies for reaching their financial goals and objectives.

Sean is a Certified Financial Planner™ practitioner and holds the Certified Wealth Strategist® designation. He graduated magna cum laude from Carleton College in Minnesota. Sean serves as president of the board for the Montana Council on Economic Education, and also serves on the boards of NeighborWorks Great Falls, the Downtown Great Falls Association, and the Great Falls Public Schools Foundation.

Kassie joined D.A. Davidson in 2010 and similar to Sean, has served in roles of increasing responsibility since that time, most recently as the Branch Operations Manager for the Great Falls' Wealth Management Office in conjunction with her role as Registered Client Associate to Sean. Prior to that, she assisted Sean in the Wealth Planning Department.

Kassie has a true passion for finance and helping people, which led her to her current role.  She strives to provide a thoughtful and meaningful experience to all of those she works with and hopes by doing so, she can help clients reach their personal and financial goals.

Kassie is a Certified Financial Planner™ practitioner and holds the Certified Wealth Strategist® designation.. She graduated from the University of Providence with a Bachelor of Science in Business Administration and Minor in Communications. While she was there she also earned the University's Leadership Award and ended her basketball career as the Captain of the Lady Argos basketball team. Kassie serves on the board for the Benefis Health System Foundation and is a past President of the Boys and Girls Clubs of Cascade County. Kassie and her husband, Doug, enjoy chasing around the lights of their lives, Grace and Davis. They love being involved in sports, playing outdoors and conjuring up new and exciting adventures.