Our Team and Strategic Partners

John N. Vreeburg, CFP®    Vice President, Financial Advisor

John, a securities licensed professional since 1990, has extensive experience in providing individual investors, families and small businesses with comprehensive, tax-aware wealth management strategies.

Previously, as a Vice President with Banc of America Investments, Mr. Vreeburg provided investment expertise as a select advisor working with the US Trust Wealth Management Team resulting in comprehensive solutions for high net-worth clients' balance sheets resulting in investment responsibility of over $300 million.

He was also with Wells Fargo Private Client Services as Vice President/Private Client Manager and originated his investment career in his native New York with Smith Barney.

Mr. Vreeburg earned his Bachelor of Arts Degree in Economics with a concentration in Business from the State University of New York at Fredonia in 1983. In 2004 he earned the CERTIFIED FINANCIAL PLANNER™ certification. The Certified Financial Planner Board of Standards grants him the right to use the CFP® mark. In addition to adhering to a strict code of ethics, he is required to obtain a minimum of 30 hours of continuing education credits every two years to retain active membership and licensing status.

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Our Integrated Wealth Planning Solutions Strategic Partners offer expertise in financial, estate and wealth planning.

Steven Condon   President, Asset Management and Trust, D.A. Davidson & Co.

As President of Asset Management and Trust, Steve is responsible for D.A. Davidson Trust Company, Davidson Investment Advisors, Davidson Fixed income Management and and SeaCap Investment Advisors. With over $3 Billion in assets under advisement, the Asset Management and Trust Group is one of the fastest growing divisions of D.A. Davidson.

 

April Zee   Associate Director, Wealth Planning, D.A. Davidson & Co.

In her role as Associate Director of Wealth Planning for D.A. Davidson & Co., April helps clients first explore, then more clearly identify, what is most important to them. She  is then able to create holistic, tailored and objective wealth planning solutions. She helps clients understand their options and make decisions designed to constructively advance them toward achieving the family's individual and collective goals. April has more than 14 years of financial experience and has earned a certificate as a Personal Financial Planner. She has earned her degree in psychology from the University of California,  San Diego, received her master's in psychology from Pepperdine University and has completed her course work for her doctorate in psychology from Ryokan College.

Brittany Cross  Vice President, Director of Insurance and Annuities

Britt is dedicated to bringing holistic risk management solutions to light as part of an overall financial plan for individuals, estates and businesses. She started in the industry in 2004 and has held multiple positions that helped contribute to her understanding of the insurance and annuity marketplace. Her responsibilities have included point of sale, education, marketing, and rollout of annuities, life insurance, disability, and asset-based LTC to financial institutions and national banks. Britt most recently led a point of sale team focused on serving the nation's largest institutions. She currently serves on two advisory council boards for major insurance carriers.

Scott Haigh Senior Vice President, Portfolio Manager, Director of Managed Assets Research, D.A. Davidson & Co.

Scott joined the Managed Assets Department of D.A. Davidson & Co. as an analyst in 1998. Scott has been instrumental in the design and implementation of the department's discretionary asset allocation programs. He is head of the department's investment management research efforts covering mutual funds and exchange traded funds (ETFs) and serves as lead portfolio manager for the firm's proprietary Managed Funds Portfolios (MFP) program. In addition, Scott provides due diligence, monitoring and recommendations for the Separately Managed Account (SAM) and Unified Managed Account (UMA) programs. Prior to D.A. Davidson, Scott worked as an insurance products analyst at Prudential Securities.