Who We Are

Bruce R. Pedey

Born and raised in Bonners Ferry, ID, Bruce is a graduate of the United States Air Force Academy. While at the Air Force Academy, Bruce majored in Human Factors Engineering and earned a Bachelor of Science degree. He served 8½ years in the U.S. Air Force as a fighter pilot stationed stateside and overseas. Bruce entered the financial services arena in 1993, focusing on comprehensive investment planning for individuals and corporate accounts.

He is a graduate of the Institute of Wealth Management as a Chartered Mutual Fund Counselor℠ (CMFC^®). Bruce’s experience has prepared him to effectively coordinate client services between investment firm, CPA and attorney. Bruce and his wife, Jan, married since 1982, have two grown sons. In their spare time they enjoy a number of activities including sailing, fishing, biking and golf.

Brian T.R. Pedey

Brian spent most of his life in Spokane, WA and studied Public Relations, Advertising and International Conflict Resolution at Pacific Lutheran University in Tacoma, WA. Upon graduating in 2009 with his Bachelor of Arts degree, he moved to Boston, MA to pursue a career as a lobbyist for a non-profit political entity. Wanting to move into the financial services industry, Brian relocated from Boston to begin his career at D.A. Davidson in July 2013.

As a financial advisor, Brian’s focus is to advise clients through all the significant financial moments in their lives. In addition to his individual client interactions, he is also involved in all facets of planning exercises, portfolio trade executions, investment model development and corporate retirement plans. In his spare time, Brian and his wife, Krista, enjoy exploring the outdoors. Brian finds the trails to hike or ski and Krista takes the pictures.