Mark started in the financial services industry in 1997 as a commodities broker with Smith Barney and has worked in the same Main Street location ever since. Mark holds his CWS® designation as well as a bachelor's degree in business from Oregon State University. Outside of the office, he spends time working on the family wheat farm and attending Beaver sporting events with his wife, JoAnna, and four children, Michael, Jacob, Madeline, and Jace.

 

Lisa has over twenty years of experience as a Financial Advisor and a Certified Wealth Strategist. She started as an Advisor at Smith Barney in 2005 and joined D.A.Davidson & Co. in December 2008. Lisa's mission draws from her own unique life experiences, including business management, family care, loss of loved ones, and career transitions.  She is a two -time cancer survivor whose experience enhances her ability to understand, plan, and prepare for client's financial goals through Life's Key Moments. Lisa is active in community organizations and is an avid golfer and downhill skier. She loves to spend time with her husband Doug and seeing their son Scott whenever they can.

 

Michael was born and raised on the family wheat farm in Adams, OR before graduating from Oregon State University with a B.S. in Finance and an MBA in Wealth Management. After college, Michael moved to New York City where he worked for Lord Abbett and TD Ameritrade. After five years on the East Coast, Michael returned to Pendelton and D.A. Davidson in 2020. When not at work, he enjoys traveling and attending concerts with his wife, Saffi.  

Helen joined the Pendleton Branch of D.A. Davidson in April of 2015. She has provided service with a smile ever since.  Helen supports our clients and financial team with friendly, timely, reliable service.  Before coming to D.A. Davidson, Helen worked for close to 20 years with the Education Service District in Pendleton.  She spent many years in the purchasing department, the speech and language department and a short time in the human resources department.

 

Caroline joined the Pendleton branch of D.A. Davidson in June of 2022. In her role, she works to provide professional and courteous client service and general support. She earned a Bachelor of Science degree from Portland State University with an emphasis in Business & Social Services. Caroline was first introduced to finance by her father, who constantly had an interest and love for the markets. She lives in Pendleton with her husband, Joey, where they enjoy cooking and spending time in the mountains at the family cabin.