Jordan joined DA Davidson in 1991.  Jordan has been a financial advisor since then and for a number of years also held several leadership positions in the firm.  Among other responsibilities Jordan ran the largest region in the firm encompassing our branches in 7 states and also oversaw a number of departments including the training of financial advisors.  At one point Jordan created and ran a program teaching other financial advisors how to provide financial planning services to their clients.  Jordan gave up all leadership positions in 2018 and now focuses exclusively on serving our clients.   Jordan greatly values the long-term relationships we build with our clients and believes that aids us in providing the advice clients need to achieve their goals.

Jordan is a graduate of Whitman College.  He completed all coursework for the Comprehensive Wealth Management Program conducted by Cannon Financial Institute and also completed the Securities Industry Institute conducted at the Wharton School at the University of Pennsylvania. 

Jordan and his wife Amanda have two adult children and one labradoodle.  They are active in the local community with Hunger Fighters of Lake Oswego and Congregation Beth Israel.  Jordan is a past board member of the Retired and Senior Volunteer Program, Big Brother and Sisters of Gallatin Valley, Montana PBS, and Congregation Beth Shalom.  In his free time Jordan enjoys working out, hiking, reading, backpacking, and spending time in nature.

Adrian attended Humboldt State University majoring in Marine Biology.  She has been working in the securities industry since 1999 and has been at D.A. Davidson since 2001.   From 2011 to 2021 Adrian was the Operations Manager for the Portland, Salem and Vancouver offices.  In 2021 Adrian decided to step away from management and focus on what she really enjoyed, working with clients.  Adrian has her series 7, 63 and 65 licenses.   Away from the office Adrian enjoys watching her daughter Sofia play softball, hiking, reading, watching movie, spending time with her family and cuddling her two dogs Zoey and Quinn.

Marianne has been in the Banking and Financial industry for over 30 yrs. Before joining D.A, Davidson in 2006, Marianne started her career with the Trust Department at First Interstate Bank as a Security Courier. Before things were processed electronically, Marianne delivered throughout the city on foot to other banks and financial firms. A few years later she moved into the Investment side of the business and eventually becoming a Client Associate in 2004. Marianne truly enjoys providing quick and reliable service to our clients, in addition to lending a listening ear. She handles many customer service needs for our team like cash requests, account maintenance, reports and projects as needed. In addition, Marianne is our community involvement coordinator for our branch. Her desire to help others has always been important to her, and she brought that into D.A. Davidson. The branch has been involved with several non-profit organizations such as Youth Villages, Neighborhood House Food Pantry, and The Children's Book Bank just to name few. In her time away from the office, Marianne enjoys spending time with her daughter Janece and grand pup Nala, in addition to other family and friends. She also enjoys gardening, reading, wine tasting and college basketball.